How to Prep Your Aisle Planner Account for Booking Season

The countdown to booking season is on so, regardless of whether you are wrapping up your last few summer weddings or can’t be found because your status is “poolside, cocktail in hand,” it’s time to start preparing. So today, we’re adding to your to-do list (#sorrynotsorry) to make sure that when those couples start knocking, you’re ready to rock!

Set Up Your Lead Capture Form

It’s important to make it easy for couples to get in touch with you to inquire about your services. And, it’s also important to keep on top of moving those leads through your booking process. So, one of the first things you should make sure you’ve completed prior to the rush is your Lead Capture Form.

Setting up your lead capture form not only makes it easy for your potential clients, it makes it easy for you! Because, when someone fills out the form and clicks Submit all of the information is automatically dropped into your Lead Manager and, once you book them, you can create a project from their Lead Record in just one click!

To access the form, click on Branding in the menu of your Project Dashboard and then on Lead. Once you are on the Lead Form page, you can (and should):

  • Customize your Lead Capture Form url
  • Write a welcome message (this will appear below your logo and above the form fields)
  • Upload your logo in the form preview section

Pro-tip: Be sure to manage your lead sources and service types before linking your Lead Capture Form to your website! And (shhh), we have a new lead feature releasing this weekend!

Want a set-by-step guide to setting your lead capture form up? You can find everything you need to know here.

Update Your Templates

In the last few months, we’ve expanded our line of templates to include proposals, contracts, and invoices. So, if you haven’t taken the time to set those things up in your Aisle Planner account, now is as good a time as any!

In addition to setting up your “sales” documents, you should take some time to make sure that your welcome kits, note, budget, and checklist templates are up to date as well.

Pro-tip: Update your workflow in your Checklist Templates with anything you might have learned from the last season.

Want to learn how to use our new Document Editor to create beautiful welcome kits, proposals, and notes? Join us for a webinar on September 6th at 10:00am PST to learn how!

Set Up Your Online Payment Account

During booking season things move fast. Potential clients expect to receive everything quickly as well as expect to be able to do things easily. Having your online payment account set up in Aisle Planner (in addition to your proposals, contracts, and invoices) ensures that your potential clients can seamlessly move through the booking process and pay that oh-so-important deposit without breaking a sweat!

To set up your payment account, click on Business Settings from your Planner Dashboard and then on Payments & Bank Account. Complete the fields on the page, familiarize yourself with the Terms of Service, and then click Submit to verify your information.  Some people will almost immediately see that their account has been verified; for others, it can take up to 2 or 3 days. If your account is not verified immediately (or if more information is needed) you will receive an email notification that your attention is needed or when it does become verified.

Pro-tip: Our Online Payment Processing is available to our communities in the U.S and Canada!

Want a set-by-step guide to setting up your online payment account? You can find everything you need to know here.

Organize Your Calendar

If you’re anything like us, your calendar can be a little crazy at times – especially when we’ve forgotten to put something in it! So, a piece of advice (so you can learn from our prior mistakes)? Go into your business project and add dates for any times that you already know you are not available for events; that way they’ll show on your master calendar and you can avoid mistakenly telling someone you are available.

Archive Finished Projects

Lastly, you should make room for all of those new clients you are going to book! So, whether that is archiving any finished projects or upgrading your account to accommodate more, you want to make sure that your new couples have a home on Aisle Planner.


Those are our ideas! What do you make sure to do when prepping for booking season? We’d love to hear in the comments below!

About the Author

Tayler Cusick Hollman
Tayler Cusick Hollman

Tayler is the Editor in Chief at Aisle Planner. She is obsessed with color and pattern, notoriously cooks everything from scratch, and can sometimes be seen cruising around on a skateboard. Follow Tayler on Instagram @taylrd_designs

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