Collaboration
- How Do I Download a Document?
- Can My Clients See the Master Timeline in Aisle Planner?
- Can My Client See a Wedding That Has Been Archived?
- How do I communicate with my clients in Aisle Planner?
- What is the best way to introduce my client to Aisle Planner?
- Can I bulk assign tasks to my client?
- Where can I upload a site or event layout?
- How do I use the vendor manager to “recommend” vendors to my clients?
- Adding Planners to Your Pro Account
- Adding A Client to their Wedding or Project
- How do I designate or change who the lead planner is on an event?
- Can I create a read only note so that my clients can’t make changes?
- Is it possible for my client to only see what I’ve assigned to them?
- Who can I assign checklist items to and how?
- What’s the best way to keep myself and my clients focused on the most important tasks at hand?
- Why are tasks in the assignments overview of my checklist not in chronological order?
- How do I tag a responsible party on a timeline?
- How do I print invitation address labels or share guest addresses with my invitation printer?
- I’m getting too many email notifications, and it’s overwhelming my email inbox. How can I fix this?
- How do I add a client to their project?
- Can I invite the Mother of the Bride to access a wedding, without letting her see the budget?
- What privacy settings does Aisle Planner have?
- I invited a client to their wedding – why can’t they can’t see their planning tools?
- What is ‘Planner Prep Mode’?
- I added another planner on my team to my account. They can log in, but why can’t they see any of my projects?
- I accidentally added my client in as a planner. What do I do?
- Can I add additional planners to my company account?
- My client can’t log in, what should I do?
- I invited my client to their event, but they haven’t received their invitation. What should I do?
- How do checklist and task reminders work?
- When I add comments in an event, who receives comment notifications?
- Where do I keep track of my client’s contact information?
- How do I share a style guide with a vendor outside of Aisle Planner?
- Can I create a style guide that a client can’t see or can’t edit?