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Introducing Notes Templates

Shaving time off of tasks or finishing up your workday early is one of those little wins that feels like finding money in your pocket! And, since everyone can get excited about the little things in life that add up to more time with friends, family, or making it to that yoga class on time, the team is always dreaming up ways to put time back on your side.

And today, we are excited announce our newest pro feature: Notes Templates!

Our Notes feature is now more of a time saver (and organizer) than ever before! Now you can create templates of your most used Notes as well as documents that have been living somewhere else on your computer. From design questionnaires and song list worksheets to floral requests for proposals and ceremony details – create as many notes as you want and then easily import them into any event.


Aisle Planner New Feature Notes Templates

Save Time With Notes Templates

Our new Notes Templates feature will further help you standardize your workflow and process and, in return, save you time! By creating templates to use over and over again, you can quickly pull your customized documents into a wedding and kick off the planning process without having to recreate the wheel.

Pro-tip: You can pull Notes templates into a wedding at any point. So, share what is relevant to you and your clients when you are ready for it! 

The other time-saver? Having all of your standard documents all in one place! Get organized with our Notes Templates so you don’t have to spend time finding files on your computer. Plus, now they’ll be stored securely in the cloud.Aisle Planner New Feature Notes Templates

Create Templates For

  • New client questionnaires for couples looking to hire you
  • Process overview documents to send to booked clients
  • Requests for Proposals
  • Song lists
  • Tipping worksheets
  • Welcome Packets
  • FAQs
  • Packing lists
  • Ceremony details
  • Photography shot lists
  • Preferred vendor lists
  • Any document that you find yourself recreating or reusing!
Aisle Planner New Feature Notes Templates

How To Create A Note Template

To create a Note Template, simply click into Templates in the menu on your Planner Dashboard. Then you’ll see Notes Templates next to the Wedding Templates and Timeline Templates you’re used to seeing. Just click Add New to get started!

Pro-tip: We’ve made an update to the “copy and paste” function within our wedding planning tools. Prior to today, when you copied and pasted something into a Note, it was in a “rich text” format. We updated the copy and paste function to a “plain text” with this release because (in the past), rich text formatting had created some issues with downloading Notes.

What does this mean? If you copy and paste text from an existing note to create a template, it will not keep any of the formatting. So, you will have to reformat it – but just this once!

The team is continually working to make our wedding planning (and business) tools the best they can be! And today, we are celebrating one of those little wins. But stay tuned for our next pro-tool release – it’s gonna be a doozey!

About the Author

Christina Farrow
Christina Farrow

As Aisle Planner’s President and Founder, Christina Farrow spends her days dreaming up ways to empower wedding planners to lead more balanced (and more organized) lives. She loves few things more than her toes in the sand, a glass of champagne and the promise of a great adventure with hubby, daughter and golden retriever by her side.

19 thoughts on “Introducing Notes Templates”

  1. Hi ladies!!!

    Thank you thank you THANK YOU for this feature! We use your Notes feature in so many aspects, and this definitely helps cut our time of copying and pasting notes to each of our new client’s new profiles! Thank you!

    One suggestion: If you could add the category feature (The drop down menu) of all the different wedding categories to each individual note template, this would be a huge win for us! In our Notes tab, we organize our notes by category, versus alphabetically. I noticed once you add the note, you can establish the category once it’s been added as a template to the profile, but this means we still will have to go into each note and assign the category the note belongs to in each individual client profile. Still giving us an additional step, even though you are taking away our “copying & pasting” step. We will still have to go in and adjust the note category. Hope this helps! Otherwise, thanks so much for this! already utilizing it!

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      Wonderful Danae! So happy to hear that you are loving the new Notes feature! I’ll pass your feedback along to Tina.

  2. Sara says:

    Tayler, we are not seeing this update in out NOTE Templates.
    Am I just over looking this?

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      Sara, I’m not totally sure what you are seeing or not seeing but let me take a stab at it here. If you are asking about the dropdown menu of Notes Templates you see in the third screenshot, that will only appear after you have created templates on the template level (when you are on your planner dashboard). If this doesn’t answer your question, please get in touch with us by emailing customercare@aisleplanner.com

  3. Sharon says:

    This is awesome! Thank you!

  4. I haven’t had my 3rd cup of coffee yet, so I can’t physically get up to dance, but rest assured, my heart is dancing. THANK YOU for continuing to make improvements and progression to better wedding planning.

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      YAY! So happy you are excited Korinna!

  5. TyAngela says:

    Love this feature, but was unable to find it on my dash board in the templates section just yet.

    1. Sara says:

      I can’t find it either. Did you ever have any luck?

      1. Tyangela says:

        Seen an intro tab but when I went back to show my assistant the notes tab is not where it should be according to instructions. Any one else having this notes issue and the solution ?

      2. Tayler Cusick Hollman Tayler Cusick Hollman says:

        Tyangela, if you have questions or are having issues go ahead and get in touch with us via customercare@aisleplanner.com. We’ll make sure you are good to go!

  6. Paige Jensen says:

    Sooo Excited about this!!!

    Question- will there be an excel sheet option coming in the future?

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      Paige, so glad you are excited! We’re pretty excited too 🙂 We are going to be working on developing and releasing some new pro-tools before revisiting Notes Templates. But we are always working to make all of our tools as best as they can be so, please email customercare@aisleplanner.com with any feedback you’ve got!

  7. This makes me so happy!!!! Good going ladies 🙂

  8. Felicia says:

    This is really exciting!!

  9. Awesome! So excited about the new features!

  10. Shelli Alred says:

    YAY! I love this feature. This will save me so much time!

  11. Genius, thanks ladies 🙂

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      YAY! We’re so excited to release this new pro-feature!

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