Blog

How do I update the company name that is shown on my account?

Your company name is shown in a number of different areas in Aisle Planner, including your invoices, customer payment receipts as well as most client notifications, so it’s important to keep your company name updated. To update the company name that is shown on your Aisle Planner account: Log into your account, then click on… Read More »

How can I avoid chargebacks?

Disputed charges and chargebacks are an unfortunate fact of doing business, but you can do a few things to reduce your risk: Make sure that customers will recognize the name that appears on their credit card or bank account statements. You can set or update your company name that will be shown on your business settings page…. Read More »

Once I “Publish” a Wedding or Event Website, can I make changes?

Yes! You can make as many changes as needed to you or your client’s event website once it has been published. If, for any reason, you need to take down the site, you can un-check the “Publish” box at the top of your website tool tab, and it will remove it from public access.

Can I add engagement photos or photos of the couple to the website?

We will be adding an “album” feature to our wedding websites soon! For now, you’ll want to select a favorite photo to use as the header image. You may need to crop it prior to uploading, as once it’s in the system the positioning will be locked.

Can I have more than one client sign a contract?

Each contract can have a maximum of two signatures – your client’s signature and your countersignature. If you’d like to have more than one person be contractually obligated to the items you have listed in your legal document, you will need to create more than one copy, and send them out individually. To do this,… Read More »

How do I send a contract, proposal or information document to a client?

How to Send a Document You’ll remember that we included the ability to create Document Templates in our last release and now, you have the ability to send those templates (in addition to documents you create on the fly) directly to your leads – right from within Aisle Planner! To send proposals, brochures, contracts or any… Read More »

Once a Lead has been marked as “Lost”, can I move it back to “Current”?

Yes! You’ll want to open up the full lead record, then you can edit the “Status” in the top right corner. If you select any of the lead options (New, Followed Up, Consultation Scheduled, Proposal Sent, Proposal Accepted, Contract Sent, Contract Accepted, Revision Requested or Cold) the lead will automatically transition back to your “Current”… Read More »

Can I create a project from a lead?

Yes! When you’re in the lead record, select the “Create Project from Lead” gold button in the top right corner, and the system will begin the process of adding the event to your planning dashboard.

Can My Clients See the Master Timeline in Aisle Planner?

We currently don’t have privacy / permission settings for timelines just yet within Aisle Planner, so the calendar filter options you see are just for downloading purposes. That being said, clients will be able to see all versions of the timeline in their timeline tab (as long as you’ve given them access to the timeline… Read More »

How do I create a custom log in link for my clients on my Squarespace website?

For Squarespace, you can create a new “page” that is just a hyperlink, that will go directly to your branded  Aisle Planner client login page.  Copy the specific link you created under your “branding” tab, then update the “top navigation” on the back end of your site! Here are step by step instructions with screenshots!

How do I create a custom log in link on my WordPress site for my clients?

Make it easy for your clients to access your custom branded login page to their wedding on Aisle Planner by adding a “client login” link to your website.  Here’s how to add a login link on wordpress.   1. Go to your WP dashboard and hover over “APPEARANCE” in the left navigation; select “MENUS”. 2…. Read More »

For Couples: Using Simple Seating

  We can’t explain why that second cousin can’t be seated next to that roommate from college, but we can make it easier for you (and your clients) to assign (and reassign) a place for everyone at the wedding. Simple Seating enables your clients to navigate table lists quickly and make changes instantly so you… Read More »

For Couples: Managing Your Budget and Vendor Contacts

You’ll be issuing payments regularly when planning your wedding and you definitely want to make sure that all of your money is accounted for. Use our Budget to keep your spending on track and organized. Plus, it works hand in hand with our Contact Library where you’ll organize all of your vendor contacts! Keep track of… Read More »

For Couples: Managing Your Guests

Finalizing your guest list might be stressful but managing it all doesn’t have to be. Our Guest Manager makes organizing all of your guest information easy! Things to know about our Guest Manager Build your list directly in the tool to save time and keep everything in one place Create separate guest lists for your… Read More »

For Couples: Working With Planning Partners

Wedding planning is a collaborative effort. Besides wedding planners, photographers, caterers, and florists, you’re more than likely going to be working with friends and family too. And that is why we built collaboration tools right into Aisle Planner, because we know that you aren’t going this alone. Things to know about the Planning Partners Assign… Read More »

For Couples: Finding Inspiration for Your Wedding

Everyone gets excited about designing their wedding and that’s why our Design Studio and Inspiration Gallery are some of our favorite tools (aside from the checklist, of course!). No matter what your style, you’ll find some of the best wedding inspiration right here on Aisle Planner. Why? Because we have a global network of the… Read More »

For Couples: Using the Checklist to Stay on Track

Simply put, our wedding planning checklist it’s one centralized place to keep track of what’s been done and what’s left to do. Let’s face it, there’s a lot that needs to happen between now and the moment you walk down the aisle, but it’s all a part of a beautiful journey —a journey we here… Read More »

On the budget, what does the “entered” number mean on the green bar at the top? It’s not aligning with any other numbers I have on my budget spreadsheet so I’m not sure how it’s being calculated?

We calculate the “entered” amount based on the estimates and actuals that you’ve entered into the budget.  As you replace any estimates with actuals, we update the “entered” amount to reflect the actuals you have entered into the system along with any remaining estimates.  We do this to give you an idea of where the… Read More »

Can My Client See a Wedding That Has Been Archived?

Once a wedding is archived, the client does not have access to it. For that reason, we suggest to planners that they give their clients a heads up to download anything they may need out of Aisle Planner before archiving they archive it. It is possible to un-archive and grant a client access and then… Read More »

An Introduction to Your Planner Dashboard

Welcome to Aisle Planner! Sometimes getting started is the hardest part, so we thought we’d help ease the learning curve by introducing you to your planner dashboard with this quick video.  

Webinar Replay — Getting Started with Aisle Planner Part 1: Pro Tools

Sometimes getting started can be the hardest part, so we’ve created the Aisle Planner Getting Started webinar series to help transition your planning into Aisle Planner. In Part 1 of our webinar series replay, we’ll cover the basics of getting your company account set and personalized. We’ll review: – How to navigate through our pro tools… Read More »

Webinar Replay – Getting Started with Aisle Planner Part 2: Wedding Tools

Aisle Planner’s powerful suite of planning tools makes it easier to streamline your process, collaborate with your clients and accelerate your workflow. In Part 2 of our Getting Started Webinar Series, we’ll have a quick look at the tools you’ll find in each event that you create in Aisle Planner. We’ll review: —  How to… Read More »

How do I change the email address associated with my client’s account?

If they’ve already created their account, they can update their email address on their account by clicking on USER SETTINGS in the dropdown menu beneath their name. If they haven’t accepted your invitation to create an adjoining account, click into their wedding and delete them from the PLANNING PARTNERS page, then add them back in… Read More »

How do I make the most of comments in Aisle Planner?

Our goal is to document as much of your conversations/client approvals/change requests within Aisle Planner for easy reference, so you don’t have to hunt through emails to find information that you need. That said, comments are a great way to do this, and comment notifications keep you in the loop. Anytime you add a comment,… Read More »

How do I communicate with my clients in Aisle Planner?

While there isn’t a straightforward way to email a client directly from our tools, you do have the ability to send email notifications by utilizing the comment capabilities within our tools. Anytime you add a comment to a wedding, whether it’s on a photo, task or vendor, everyone on that wedding will receive an emailed… Read More »

What is the best way to introduce my client to Aisle Planner?

While different planners have different approaches, we put together some ideas on how to introduce your clients to Aisle Planner here. Meanwhile, if you’d like to share your suggestions for what works well with your clients, we’d love to feature your insights on our pro blog! Contact us here. In addition, your clients are always… Read More »

Can I create a custom planning template?

There are two types of templates you can create in Aisle Planner:  wedding templates and timeline templates. Wedding Templates Wedding templates are combination of planning categories, checklist items and budget. When you create a new wedding, you’ll have the option to choose the template you’d like to use, and we’ll populate the checklist/budget and planning categories… Read More »

Can I bulk assign tasks to my client?

Not yet, however will be adding this capability down the road. Please note that we recommend that you only assign a handful of tasks to a client, and only assign something to the client if you, as the planner, aren’t involved in it.  This way, your clients don’t get overwhelmed, and you can keep them focused… Read More »

Where can I upload a site or event layout?

While we have yet to build out our own layout tool, you have the option to upload any layouts that you have created outside of Aisle Planner into the Design Studio. We recommend that you create a style guide titled LAYOUT DESIGN, then upload your layout or layout options there. You can upload  any .png… Read More »

How do I upload a vendor contract or file to a vendor record?

Once you’ve created a vendor record within a wedding, you can upload any file (pdf, doc, xls, png, jpg, etc.) to the right side of that vendor record – you can either drag and drop it into place or use the gold ADD THE VENDOR button towards the top left of your vendor record to… Read More »

Can I edit or delete a comment in a vendor record or checklist task?

We don’t currently have the functionality built in to delete or edit a comment that has been entered into Aisle Planner, so just like you would an email, review what you’ve written before sending your comment or note off into the world wide web. We’ve added this to our development list and look forward to updates… Read More »

How do I add an invoice to a vendor record?

You can add an invoice for a vendor from the Vendor tool or the Budget tool. To add from the Vendor tool: 1) Click through to the vendor you’d like to add/track an invoice for, then click the gold ADD TO VENDOR button on the top left of your screen and select INVOICE & PAYMENTS…. Read More »

How do I add a second payment on a vendor invoice?

Once you’ve clicked on ADD TO VENDOR and have selected INVOICE & PAYMENTS, you’ll see the option to add a total amount for the vendor invoice. Enter in the total amount, and you’ll see that we breakout the first payment for you, just below. To add a second payment, click on the payment #1 amount,… Read More »

Will my clients receive payment reminder notifications?

We only send payment notifications to the person who is designated as the lead planner. We do this so that before clients are notified, you can double check that payment amounts are accurate (which is especially important for any balances that may be pending final counts) and make any updates as necessary. When a payment… Read More »

How do I update a payment invoice with final numbers?

Visit the respective vendor record and scroll down to the relevant invoice. Click on the total amount, and update accordingly. The balance due will automatically be adjusted, while any payments marked as paid will remain. For invoices with multiple payments yet to be made, adjust payments and due dates to reflect the new amount. Once… Read More »

How do I use the vendor manager to “recommend” vendors to my clients?

You can use Aisle Planner’s vendor manager to not only track vendors that you’ve booked, but also to track vendors that you’re considering or recommending to your clients. TO TRACK VENDORS YOU HAVEN’T BOOKED YET Once you create a wedding, click on VENDORS. Then click the gold ADD VENDOR button on the top left of… Read More »

How do I add a new vendor category to my Contact Library?

Custom categories are a great way to organize your vendors into categories of “folders” that will help you the most. To add a new vendor category, visit the CONTACT LIBRARY tab from your Planner Dashboard and click ADD next to Categories, type in the new category, and then click CREATE CATEGORY. Once you’ve created your vendor… Read More »

When I import a vendor who has multiple points of contact into a wedding from my contact list, how can I show only the contact names of specific people that I’m working with on a particular wedding?

When you import a company that has multiple contacts into a wedding,  just delete any points of contact that aren’t working on this particular wedding.  If there are more than one that you’ll be working with on this event, you can also highlight the “star” next to the person who is your main point of contact, which… Read More »

Can I Upload Files Into Aisle Planner?

Currently, you can upload files in two places within each wedding: Contact Records Once you’ve created a contact record, you can upload any file (pdf, doc, xls, png, jpg, etc.) to the right side of that record – you can either drag and drop it into place or just click the gold button towards the top left… Read More »

Can I create questionnaire templates in Aisle Planner?

We are working through a solution for how to best manage worksheets, questionnaires, and notes templates for release in the coming year. We envision a notebook feature which will include notes/note templates, questionnaires and worksheets, not to mention the ability to upload general files. In the meantime, here are two workarounds: 1. Create yourself as a vendor… Read More »

How do I add new categories or remove categories from a tool?

To create custom categories, click into that particular wedding and then follow these steps: In the tool bar, click on the CATEGORIES link (far right, next to NOTES) and scroll down to the very bottom – then click MANAGE CATEGORIES This will open up a category grid, that lists the categories on the LEFT and… Read More »

How do notifications differ between someone designated as the lead planner on an event vs. another planner on the same event?

The user designated as the “lead planner” gets notifications that other planners and clients do not.  Here’s the rundown: NOTIFICATIONS ON CHECKLIST ITEMS As the lead planner,  our default notifications are set to send you notifications for any checklist items that will be due soon, regardless of who it’s assigned to, whereas others will only… Read More »

An Introduction to Aisle Planner’s Wedding Tools

Aisle Planner’s powerful suite of planning tools makes it easier to streamline your process, collaborate with your clients and accelerate your workflow. Let’s have a quick look at the tools you’ll find in each event that you create in Aisle Planner.  

Adding Planners to Your Pro Account

We created Aisle Planner with planning better together in mind, so you’ll be happy to hear that as long as you share the same company name and logo, you can add as many planners to your account as needed. We’ll walk you through all the steps of setting up new planners on your account in… Read More »

An Introduction to Aisle Planner Templates

The best way to save yourself some serious time is to set up your custom templates in Aisle Planner. Currently, there are four different types of templates that you can create: Project Templates Timeline Templates Notes Templates Document Templates Join our Founder, Christina, as she gives you a quick vide tour of the templates tab on your planner dashboard!… Read More »

Setting Up Your Contact Library in Aisle Planner

Keep all of your vendor, client and other contacts neatly organized and at your fingertips in Aisle Planner.  Once a contact has been added to your Contacts Library in Aisle Planner, you’ll also be able to easily import them into each event or project with just a few clicks.  Meghan, our Director of Customer Engagement,… Read More »

Personalize Your Pro Account with Custom Branding

Your clients hired you because of the work you do, not the work we do. So give them what they want by customizing your client experience with your brand. From your client login, documents, downloads, and email communication, your couples will have a seamless and fully branded experience throughout the entire planning process. Setting up your custom… Read More »

Adding a New Wedding

Aisle Planner was designed to help you manage all of your weddings in just one place. Once you’ve created your pro account it’s soooo easy to start planning!  

How do I change the name of an existing project?

Need to change the name of a wedding, event or project that you’ve already created? No problem!  Project names can be updated in three easy steps.  Head on over to your planner dashboard Hover over the project and click EDIT SETTINGS Update the name in the PROJECT name field and click DONE.   Are you… Read More »

Adding a Cover Photo for Each Wedding

Adding a cover photo for each of your weddings is a great way to personalize the look and feel of your planner dashboard. We personally love using our couple’s engagement photos, but you could use any photo that will help you visually recognize each wedding at a glance.  

Archiving a Past Event or Project

Each event we plan from start to finish holds such a wealth of information and definitely a few lessons learned. So when we created Aisle Planner, it was important to enable you to access details from past events. Aisle Planner’s ARCHIVE feature is a great way to keep handy information from past weddings, events and… Read More »

Adding A Client to their Wedding

We designed Aisle Planner to make planning and communication easier for you and your clients, so once you’ve prepped and customized each wedding to meet your client’s specific needs, you have the option to invite them into their wedding.      

Intro to the Design Studio

We set out to create a beautiful, inspiring platform that supports a design workflow that’s highly organized and highly efficient. Defining your vision for a wedding and then doing MORE with that vision has never been easier. Join us for a quick tour of Aisle Planner’s Design Studio below!    

Creating Color Palettes

There are so many ways to use Aisle Planner’s Design Studio to gather your thoughts, define your client’s vision and design each and every wedding. One of our favorite features in the Design Studio is the color palette tool. Our founder, Christina Farrow, walks you through the basics of creating your palettes for each of… Read More »

An Intro to Aisle Planner Notes

Keeping all your notes in Aisle Planner makes it easier to create, collaborate and share all the many details that go into planning a wedding.  

How do I designate or change who the lead planner is on an event?

If you have multiple planners in your company, you’ll want to designate who the lead planner is for each event. Lead planners receive notification that others involved in the wedding will not. Learn more about special lead planner notifications here. By default, the person who creates the event is automatically designated as the lead planner…. Read More »

How can I see meal choices for guests on the seating list?

Meal selections are visible on the screen from the Guest tool, as long as you’re viewing the guest list in LIST view – by individual. While they are not visible in the Seating tool, when you click the gold download button towards the top right, your PDF download will include table assignments along with each… Read More »

How do I assign guests to each table?

Once guests have been added into the Guest tool, they will show up on the right side of the page in the Seating tool, grouped according to family or friends of the bride or groom (or whatever custom groupings have been created). From there, drag and drop guests to each table. Once a guest has… Read More »

Can I create a room layout in Aisle Planner?

You’ll be excited to hear that we have plans to include a layout tool in Aisle Planner in a future release. Currently, our tool includes simple seating, which allows you and your clients to assign tables/seats. Our guest list download titled “Shareable Data Spreadsheet” in the guest list tool is compatible for Social Tables upload, so… Read More »

How do I rearrange the order of tables?

To reorder tables in your seating tool, use your mouse or track pad to click and hold on the table you’d like to move, then drag and drop that table into the preferred order.      

How do I add or remove seats from a table?

When your first create a seating chart, we’ll ask you to input the number of tables and number of seats at each table to get started. From there, you can add or remove seats from each table as needed. Hover over the last seat and click the “+” sign at the bottom to add more… Read More »

Can I create additional seating lists?

To create an additional seating list, click on RECEPTION at the top center and choose “ADD A NEW SEATING LIST” from the drop down menu. This is perfect for creating seating lists for additional wedding related events, such as the rehearsal dinner, if seating assignments are needed.

Why doesn’t my downloaded note look the same as it does on my screen?

We have found that if you have pasted text from another program into a note, it will not always download properly (or at all). Your best bet when pasting anywhere in Aisle Planner is to right click and choose the “paste as plain text” option. You can also highlight the pasted note and click the… Read More »

Can I create a note that the client can’t see?

Yes! After you create the note, adjust the Restrictions drop down menu on the top right to be “Planners Only.” You can also mark a note as READ ONLY so your clients cannot edit by selecting “Client Editing Locked.”

Is it possible for my client to only see what I’ve assigned to them?

Yes! You can adjust their permissions by clicking on PLANNING PARTNERS on the top right of the screen, and under their name/role, click on Full Client Access and set the Checklist access to Assignments Only. With this setting, they won’t see the full checklist (or even the link to the full checklist) JUST the items that are… Read More »

Can I set a reminder for checklist items?

Automatic reminders are a great way to stay on top of checklist items that have specific due dates. Once you’ve assigned a specific due date to a checklist item, we’ll automatically set up default reminders. You can adjust these reminders as needed, or add additional reminders to keep you on track. Who gets task reminders?… Read More »

How do I change the default time frame on checklist items?

You can change checklist item time frames in a few ways: In Due Date view, drag and drop to the appropriate time frame, or click on the current time frame and type in the new desired time frame or number of months out, for example, “9-10 months” or just “9 months” In Category View, click… Read More »

Who can I assign checklist items to and how?

You can assign checklist items/tasks to anyone who has been added to this wedding, regardless of whether they’ve been invited or have created an account. To assign a task, click on the checklist item to open additional menu options, then select the person(s) responsible from the drop down menu under ADD ASSIGNMENT. With our default… Read More »

Can I set a specific due date on a checklist item?

You can set a specific due date by clicking on a checklist item, then using the date picker that appears. You can also set reminders as needed. Checklist items with specific due dates are automatically synced to your calendar.  

How do I add a checklist item?

Click on the gold plus sign that appears to the left of each checklist item on hover to add a new checklist item just below. You can also drag and drop any checklist item to reorder as needed.

How do I delete a checklist item?

To delete a checklist item, click on the gold trash can icon that appears to the left of each checklist item on hover.

How do I sync my Aisle Planner calendar for each event to iCal?

1. Log in to the event you’d like to sync to iCal, and visit the calendar tool. 2. Click on the gold share button towards the top right of your screen, then highlight and copy the URL link provided. 3. In your Apple calendar, select the NEW CALENDAR SUBSCRIPTION from the drop down menu under… Read More »

Does the vendor list from each wedding sync back into my Contact Library?

We currently don’t sync any vendors added to a wedding back to the contact library at this time – this safeguard is in place to minimize any chance of your clients inadvertently messing with important information in each of your vendor records. We’ve gotten a lot of requests for a way to sync back vendors to… Read More »

Can I add files to a vendor record in the Contact Library?

While we currently do not support uploading files to vendor records in the Contact Library, you can upload files to a vendor record from within an event. You can also utilize the “Private Notes” and “Client notes” areas within each vendor record in the Contact Library to add any notes and information you’d like to reference…. Read More »

How do I tag a responsible party on a timeline?

Hover over the item on the timeline, and click +Add Responsible Party, then choose from the drop down menu to add a responsible party. You can add as many responsible parties as needed. When downloading the timeline, you can choose to include or hide the responsible party tags.  

How do I create a timeline just for my client or my vendors?

Filters allow you to hide any timeline items that may not be relevant to your client and easily create a simplified version of your master timeline. To create a filtered timeline, you’ll need to create your master timeline first. Once your master timeline has been filled out, it’s easy to create filtered versions: Visit your… Read More »

How do I create custom filtered timelines?

You can easily create a simplified version of your master timeline by using the filter options. Filters allow you to hide any timeline items that may not be relevant to it’s recipient.  This is perfect for creating a streamlined timeline for your client or any vendors without having to create additional timelines from scratch.  To… Read More »

Can I create more than one timeline for an event?

Yes, you can create as many timelines as needed for an event. Perhaps you’d like to create an extensive timeline for the rehearsal dinner and keep it separate from your master timeline, or perhaps you’d like to build out the hair and makeup schedule separately from the timeline to share with the wedding party. To… Read More »

How do I download a timeline or filtered timeline I created?

To download any version of the timeline, select the version you’d like to download (whether it’s the master timeline or a filtered version) then click on the gold share button off towards the top right. From there, select additional options to download.

How do I change a date on a timeline?

To change a date on a timeline, hover over the date you want to change, and then click on the “+CHANGE DATE” that appears to the right of the date. Choose the new date on the modal. If you change to a date that already exists on the timeline, you will be prompted to confirm,… Read More »

How do I delete a timeline and start over?

While we have plans to make it easier for you to delete a wedding timeline so you can start from scratch, for now, you’ll need to delete each item individually to get back to a blank slate. Alternately, if you just need to change the date, you could use the ADD DAY button to add… Read More »

I am getting an error message when I try to download a note. Help!

The likely culprit is hidden formatting that may have been added  if you copied (or cut) and pasted content into a note from another source. Our PDF converter doesn’t always know how to translate this hidden code from the screen into the downloaded PDF. We suggest that you clear the formatting for any items that… Read More »

I am getting an error message when I try to download the timeline. Help!

The likely culprit is hidden formatting that may have been added  if you copied (or cut) and pasted content into the timeline from another source. Our PDF converter doesn’t always know how to translate this from the screen into the downloaded PDF. We suggest that you clear the formatting for any items that have been… Read More »

How do I add a note or text above the first date in my timeline?

To drag a timeline item above the first date, click on the gray dot to the left of that item, change the timeline item to “NO TIME, JUST TEXT.” You’ll then be able to drag and drop the item into place.   http://community.aisleplanner.com/wp-content/uploads/timeline-reordering.mp4

What’s the easiest way to reorder items on my timeline?

To reorder any items on the timeline, click on the gray dot to the left of the timeline item that you’d like to move, and drag and drop to reorder as needed. To drag a timeline item above the first date, click on the gray dot to the left of that item, change the timeline… Read More »

Can I create my own custom timeline template?

Yes! For timeline templates, you can edit our existing timeline, or use our default timeline template to create your own template to import them into any event and jump start your timeline creation process. You can create as many timeline templates as you’d like, for the different types of events you plan. To create your timeline… Read More »

Now that I’ve added my guests into the guest manager for the wedding, what’s the easiest way to add them to other wedding related events?

Once guests have been added to your guest manager, we make it easy to add them to additional events. To add guest to another wedding related event, such as the rehearsal dinner: First, select the event you’d like to add guests to. Next, click on the ADD GUEST button towards the top left. A list… Read More »

Can I track arrival, accommodations, check-in dates for guests?

While we don’t have a dedicated space for tracking guest accommodations/check-in dates just yet, we’re looking forward to adding this capability to our guest manager. For now, you can add any notes in the NOTES column, which you can see in LIST VIEW – BY INDIVIDUAL, off to the far right.

Can I delete an entire guest list and start over from scratch?

To clear out an entire guest list and start over from scratch: If you just uploaded a guest list using our guest list template, click on the UNDO button towards the top left. It will remove all guests that have been uploaded in the most recent upload. You can manually delete guests by clicking on… Read More »

How do I delete a guest?

To delete an individual guest, view the guest list by individual, hover over the guest’s name, and click on the trash can icon on the left. To delete a guest party/family, view the guest list by party, hover over the guest party, and click on the trash can icon on the left. Please note, when… Read More »

How do I track wedding party and immediate family members?

The best way to track which guests are either members of the wedding party and immediate family members is in the guest list. Our guest list manager provides the option to select a ROLE for each guest who is a member of the wedding party (Best Man, Maid of Honor, etc.) or an immediate family… Read More »

Where can I find how many guests have RSVP’d?

To determine the total RSVP’s for each event: 1. Select the event you’d like to see total RSVP’s for: 2. Click on the EVENT INFO & OPTIONS button on the top right of each guest list. If you’re tracking meals for your event, you’ll also be able to see meal counts here.

How do I determine how many invitations I should order for an event?

To determine the number of invitations you’ll need to order based on your guest list: 1. Select the event you’d like to see the total for. 2. Click on the EVENT INFO & OPTIONS button towards the top right of the guest list.  You’ll see the current status of the guest list for this event,… Read More »

Can I see a total count of how many guests have been invited?

To determine the number of guests and families that have been added: 1. Select the event you’d like to see the total for. 2. Click on the EVENT INFO & OPTIONS button towards the top right of the guest list.  You’ll see the current status of the guest list for this event.

How do I add/track meal options for an event?

Visit the Guest Manager for the event you’d like to add meals to. 1. Select the appropriate event from the drop down menu towards the top of the screen (for example, you may want to add meals to the rehearsal dinner.) 2. Select the EVENT INFO & OPTIONS button towards the right to open the… Read More »

How do I upload a guest list?

If you aren’t entering guests directly into Aisle Planner, you’ll need to use one of our two templates to create the guest list in a format that our system can understand when uploading. 1.  Download the appropriate guest list template by visiting the guest list manager in Aisle Planner, then clicking on the ADD GUEST… Read More »

Why won’t my guest list upload?

If you aren’t entering guests directly into Aisle Planner, you’ll need to use one of our two templates to create the guest list in a format that our system can understand when uploading. 1.  Download the appropriate guest list template by visiting the guest list manager in Aisle Planner, then clicking on the ADD GUEST… Read More »

How do I delete an event in the Guest tool? For Example, we have Ceremony, Reception, and Rehearsal Dinner, but I want to remove Brunch.

To delete an event from your guest manager: 1.  Click on CATEGORIES towards the right side of your tool bar, and scroll down to MANAGE CATEGORIES at the very bottom of the drop down menu and click to open the categories menu. 3.  In the categories grid that appears, if you don’t need the category… Read More »

What do the guest list categories mean?

We calculate the guest count for each of the following guest list categories: Confirmed Guests that have accepted your invitation and will be attending this event. Awaiting Response Guests that will be or have been invited (whether or not their invitation has been sent) minus any guests that have either confirmed or declined. Basically, these… Read More »

Can I create custom groups to help organize my guest list?

While we start with default groups for the guest list that include Friends and Family for the couple, you can create as many custom groups as needed to stay organized. What are some of the reasons you may want to take the time to organize your guest into groups? You may want to balance the… Read More »

What is the RSVP # and how do I change it?

The RSVP # is automatically assigned when a party is created, and was intended to be used as the RSVP number (the number you might write in the corner of an RSVP card to assist with tracking responses) and not the total parties invited. We provide a count of the parties invited (and total guests… Read More »

I’m getting too many email notifications, and it’s overwhelming my email inbox. How can I fix this?

Our email notifications were created to help you stay in the loop on what’s happening on your account, across all of your events, but if you’re finding that they aren’t helpful, let’s make some changes to your notification preferences. There are two options that might help: Change your notifications, so that you get them once… Read More »

Can I track some expenses off of the budget?

You can track expenses and vendor invoices / payments OFF BUDGET, meaning you can add an “invoice” that you want to track to a vendor record, and opt to not sync it to the budget, yet still enable things like payment reminders. To track a vendor expense off budget, visit your vendor manager and add… Read More »

Can I track two separate budgets for one event?

Currently, our tools only support one overall budget for each event. While you can add vendor invoices in each vendor record that aren’t synced to the budget (which still allows you to track these invoice amounts separately, along with payments and payment dates so you can enable payment reminders), there isn’t a way to view… Read More »

How do I turn off pre-populated category budget estimates/guides?

If you prefer to create or manage your budget without the added category budget guides/allocations, you can disable category budgets all together. We’ll still tally each line item that you add within each category on your budget for easy reference. To disable category budgets, click on the gold MANAGE CATEGORIES button towards the top right… Read More »

How do I download the budget?

To download the budget, click on the gold arrow button on the top right of the screen to download the budget as a PDF.

How do I change the total budget for an event?

From the Planning Toolbar within a wedding, select BUDGET. Once you’re on the budget page for the event, click on your current Budget total shown, located on the top left of your screen. From here, a secondary budget worksheet will pop up, where you can change your total budget amount. Once you’ve changed your budget,… Read More »

How do I reorder categories on the budget?

To reorder budget categories, click on the gold MANAGE CATEGORIES button towards the top right of your budget tool, then click on the reorder icon to the left side of each category to drag and drop to reorder in place.  

How do I add a client to their wedding?

We designed Aisle Planner to make planning and communication easier for you and your clients, so once you’ve prepped and customized each wedding to meet your client’s specific needs, you have the option to invite them into their wedding. To add a client to their wedding: 1.  Select the wedding and from their wedding dashboard,… Read More »

What privacy settings does Aisle Planner have?

Aisle Planner offers various privacy and permission settings to keep you in control and allow you to work, plan, and design each event as you see fit: Planner Prep Mode Nothing gets me more anxious than when a client sees something before it was ready (but wait! I wasn’t done!). I prefer my budget, inspiration… Read More »

What is ‘Planner Prep Mode’?

To give you the opportunity to prep each planning tool before releasing them to your client, we created Planner Prep Mode. Each tool in each new event starts out in Planner Prep Mode, so you’ll want to be sure to release each tool so that the tools are visible to your clients. Once you’ve prepared… Read More »

I accidentally added my client in as a planner. What do I do?

No worries! This is an easy fix. From your Planner Dashboard, click on MANAGE USERS and delete them by clicking on the little trash can to the left of their name. Next, click into their wedding, click on PLANNING PARTNERS towards the top right of your account, and then click ADD CLIENT. Assuming you’ve had… Read More »

My client can see all of my weddings, how can i fix this?

Sounds like you added them as a planner instead of a client. No worries – it’s an easy fix! From your Planner Dashboard, click on MANAGE USERS and delete them by clicking on the little trash can to the left of their name. Next, click into their wedding, click on PLANNING PARTNERS towards the top… Read More »

Can I add additional planners to my company account?

We created Aisle Planner with PLANNING BETTER TOGETHER in mind.  That said, as as long as you share the same company name and logo, you can invite as many planners to your account as needed. Adding users to your Pro Planning account will allow them to collaborate and help you plan the weddings you give… Read More »

How do I change an event date?

To change an event date,  click on SETTINGS link towards the top right of your screen. This will open up a menu where you can update the official wedding date. You can also edit the couple’s names, wedding location, currency preference, wedding timezone, guest count estimates, default reminder settings and notifications from this settings menu.

How do I change the images on my client’s wedding dashboard?

We’ll be releasing the ability to add/edit specific images to the image blocks on each of your wedding dashboards in 2016!  Not soon enough, right? While the four images that you currently see on each wedding dashboard start off as randomly selected images, once you start adding images to the Design Studio, these are updated… Read More »

My client can’t log in, what should I do?

If your client has been able to log in to their account in the past, we recommend that they try and reset their password to see if that does the trick. Your client can reset their password at this link: https://www.aisleplanner.com/signin. Beneath the login area, they’ll see the option (in gray) for password assistance and… Read More »

How do checklist and task reminders work?

Anytime a task is assigned to a specific person, they are automatically notified with both an in-app notification and an email notification. Once a task that you’ve assigned out has been completed, you’ll be notified as well. You also have the ability to set automated reminders for task deadlines, so that nothing falls through the… Read More »

How do I clear out my notifications?

You can clear out your in-app notifications from your Notification Center in three ways – you can clear out one notification at a time, click through the notification to take action on the particular item, or mark all notifications as read. To Clear One Notification At A Time To dismiss an in-app notification, hover your… Read More »

How do I edit or turn off email notifications for a specific event?

To edit or turn off your email notifications for specific events: 1. Select the event, then click on SETTINGS in the top right corner. 2. Click on the NOTIFICATIONS tab. 3. Uncheck any email notifications you don’t want to receive. You can also edit or turn off all in-app notifications here, which might be helpful… Read More »

When I add comments in an event, who receives comment notifications?

Anytime you add a comment to an event, whether it’s on an image in the Design Studio, task in the Checklist or in a vendor record, everyone who has access to that event will receive a notification (provided they haven’t turned off their notifications) along with a link to take them directly to where your… Read More »

How do comment notifications work?

Our goal is to document as much of your conversations/client approvals/change requests within Aisle Planner for easy reference, so you don’t have to hunt through emails to find information that you need. That said, comments are a great way to do this, and comment notifications keep you in the loop. Anytime you add a comment,… Read More »

How do I add page numbers or a custom header/footer to my downloads & printouts?

1.  From your planner dashboard, select BRANDING. 2. Click on the PRINT tab. Click on any of the header/footer boxes and select the appropriate option from the drop down menu. Here are some of the options to customize your company stationery: Custom text (such as company name, website, point of contact, email address and phone… Read More »

My logo looks too big on the downloads, is there a way to make it smaller?

The first thing that you’ll want to do is check that there isn’t extra white space surrounding your logo. If there is, you’ll want to crop your logo to minimize any extra white space and re-upload your logo into Aisle Planner. If your logo is still taking up too much space, you can adjust your… Read More »

Can I add my logo to the email notifications that my clients receive?

Absolutely! We know how important it is for you to create the ideal experience for your clients with your company and brand. You can customize your client’s notification emails with your company logo, set up your custom branded login page and customize your company stationery for all PDF downloads in our BRANDING CENTER. 1.  From… Read More »

Can I add my company logo and customize my Aisle Planner downloads?

1.  From your planner dashboard, select the BRANDING tab. 2.  Select the PRINT tab. If you’ve already uploaded a logo on the SITE tab, your logo will also here, or you can upload a different version of your logo as you see fit. You can also adjust your margins, and further customize your company stationery template… Read More »

Where do I keep track of my client’s contact information?

While we’ll be adding a specific place to keep track of client contact information, for now, we recommend creating a note in the NOTES tool of this wedding. You also have the option to mark this note as private to planners only if needed.

How do I change the wedding or event date or edit the settings on any of my events?

You can always edit your client’s names, event date, event location, event timezone, estimated guest count and currency for any of your events. From your Planner Dashboard, hover your pointer over the event you’d like to edit. Click on the EDIT SETTINGS link that appears on hover. Edit the client’s names, event date, event location,… Read More »

Can I use Aisle Planner to plan a same sex wedding?

Absolutely! When you create a new wedding in Aisle Planner, you have the option to toggle the roles in the new wedding menu as you see fit and to suit your client’s preferences.  Role options include Bride, Groom, Guest of Honor and Bridegroom. We also recommend that you take the time to create a same… Read More »

We don’t have an event date just yet, can I enter TBD?

At this time, our system requires that you enter a specific date to get the party started. If you don’t know the event date just yet, enter in your best guess – an estimated ‘place holder’ date – and then return to the SETTINGS menu within this event to adjust the date once it has… Read More »

How do I archive an event?

To archive an event or project, visit your planner dashboard and hover over the event you’d like to archive.  You’ll see an ARCHIVE option appear.  Click to archive! Archived events don’t count towards your Plan limit, and although they are read only, you can still access the valuable information you’re looking for, like which vendors… Read More »

How do I share a style guide with a vendor outside of Aisle Planner?

You can share style guides in two ways: Download a PDF and email separately outside of Aisle Planner: 1.  Visit the design studio, then click on the gold share button towards the top right of your screen. 2.  Select the style guide you’d like to download.  You also have the option to select and download… Read More »

Can I re-order images in a style guide?

Unfortunately, we don’t have the capability to move around images in a style guide just yet. However, we agree, this would be a great feature to have!  We look forward to adding this feature down the road!

Can I rearrange the order of my style guides?

We don’t have capability to move around style guides just yet. However, we look forward to adding the ability to drag and drop style guides into perfect order!

Does the Design Studio integrate with Pinterest?

Making Pinterest easily accessible would be great, right? We’re brainstorming the best ways to make that happen, but meanwhile, we recommend to planners to take the opportunity to review client Pinterest accounts together with their clients and weed through the dozens and dozens of images they’ve probably collected, and just save the favorites or most… Read More »

Can I get my own images featured in Aisle Planner’s inspiration gallery?

We absolutely love featuring our our community of Aisle Planners’ work in our inspiration galleries! We are currently accepting Real Wedding and Styled Shoots to be featured on our website.  Additionally, we’re always looking for contributors for our “Art of Planning” and “Work Life” columns featured on our Pro Blog.  We especially love beautifully designed… Read More »

How do I create a color palette?

You can create color palettes for everything from wedding colors to linens, centerpieces, or even bridesmaids dresses. Use the color picker to explore and save colors to your favorites, then move them over to a palette to mix and match to perfection. You can even use some of your favorite images to easily create color… Read More »

How do I add images to a style guide?

There are a few ways to add an image to any of the style guides you’ve created in the design studio, but first be sure to create your style guide and click into that style guide to get started. Once you’ve done this, you’ll be ready to add images in one of four ways: Drag… Read More »

Can I create a style guide that a client can’t see or can’t edit?

Sometimes it’s nice to “hide” a style guide that isn’t quite ready for the client to see just yet.  It’s also nice to be lock a style guide so your client can’t mess with your perfectly laid out design board. You can do both with privacy and permission settings that are available in each style… Read More »

Are there any technical requirements to use Aisle Planner?

Aisle Planner is a cloud based software service, so you’ll need an internet connection and a modern web browser to access our service. For the best possible experience, we recommend using the latest versions of the following web browsers: Google Chrome Mozilla Firefox Apple Safari  

Is there a mobile app?

Our site is responsively designed so you can always access your account and reference your information if needed on any mobile device.  There are just a couple of things that may not work, primarily our drag and drop features. There is certainly a long list of features on our development schedule for the coming year,… Read More »

How do I delete an event in Aisle Planner?

While we have yet to release the option to delete events, we recommend that you archive the event until our delete option is available. To archive an event: Visit your Planner Dashboard Click on the ARCHIVE link that appears when you  hover over the event’s cover photo. To access archived events for future reference, click… Read More »

How do I add a cover photo to the events on my Planner Dashboard?

Personalize the look and feel of your planner dashboard by adding a cover photo for each of your events. From your Planner Dashboard, hover your pointer over the event you’d like to add a photo to. You’ll see EDIT SETTINGS appear on hover. Drag and drop the cover photo for the event into the profile… Read More »

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