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Setting Up Your Aisle Planner Account: Part Deux

Whether you are new to the Aisle Planner community or have been with us for a while, there is always something fun an exciting going on! And, over the past 6 months, we’ve released lot of powerful new features to help you run your wedding business like a well-oiled machine. So today, we wanted to build on our 60 Minutes to Set-up guide with the tips you need to get the most out of your Aisle Planner account!


Setting Up Your Aisle Planner AccountSet Up Your Bank Account to Accept Payments Online

Now that you can send invoices and accept online payments through your Aisle Planner account, it is important to set up your bank account first. And, it’s easy!

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.

Please note: Our online payment processing is currently only open for U.S. companies with U.S. bank accounts. We will be releasing this feature to international accounts in the future; stay tuned!

Setting Up Your Aisle Planner AccountSet Up Your Document Templates

One of the biggest time-saving features in Aisle Planner is our Document Templates. And, in addition to the Project, Budget, and Timeline Templates that help you streamline your planning process, you can also speed up your booking process with Note, Proposal, and Contract templates. Take the time now to set up your proposals, service contracts, and welcome packets as templates to save time in the long run!

To set up your Document Templates, click on Templates from your Planner Dashboard and then on the tab for the type of template you want to create (you can choose from Project, Timeline, Notes or Document). Then, click Add New and  give your Document Template a name, document type, and signature requirements. Once you’ve done that, click Edit Document and then you can either copy, paste, and reformat your documents into the template or type it in and format it as you go along.

Setting Up Your Aisle Planner AccountSync Your Calendar

To make sure that you are always on top of and in the know about what is coming due, be sure to sync your Aisle Planner account with whatever calendar application you use. Learn how to sync your calendar to iCal, Google Calendar or Outlook Calendar.

Setting Up Your Aisle Planner AccountCreate a Business Project

You know that Aisle Planner is great for managing every detail for all of your weddings and events but did you know that it can help you manage your business as well? We talked about how to use Aisle Planner to manage your business in detail a bit ago but it’s worth mentioning it again. If you spend your days in Aisle Planner working on all of your projects, then it makes sense to keep track of your business in the same place (hello, streamlined system!). We recommend creating a project that is dedicated to your business to help you manage:

  • Your content calendar
  • Tax schedules and deadlines
  • Events you and your team members are participating in
  • Dates your submissions are being published
  • Reminders to complete your monthly bookkeeping

Plus, you can document your process, keep all of your brand files close and easily accessible, and build a separate library of contacts that you use for projects and services related to operating your business!

Download our Jumpstart: Part Deux Checklist so you can have that oh-so-satisfying feeling of crossing things off the list!

As always, if you have any questions along the way you can refer to our Community Support Center  or email us at customercare@aisleplanner.com.

About the Author

Tayler Cusick Hollman
Tayler Cusick Hollman

Tayler is the Media & Marketing Director 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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