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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, whether it’s on an image, task or vendor record, everyone who is a part of that event will receive a new notification in their Notification Center (provided they haven’t turned off their in-app notifications), located to the top right of each account. They will also receive an emailed notification, provided they haven’t turn off their email notifications.

Here’s a few ways that you can make the most of our comment feature in Aisle Planner:

On Checklist Items

You and our clients can use comments on checklist items to start a conversation about a checklist item, follow up and see how things are going on a certain item, or provide more information to keep planning moving forward. When you comment on a checklist item, your clients will receive an emailed notification that includes the checklist item, your comment, and any previous comments related to this checklist item, along with a link to take them to their account to keep planning moving forward. They can also respond, right from their email, and their response will be added to the comment stream for easy reference.

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On Images

You and your clients can use comments on images in the Design Studio to introduce an image, continue a conversation about an image or document specific information about a photo. When you comment on an image, your clients will receive an emailed notification that includes the image, your comment and any previous comments related to this image. They can respond, right from their email, and their response will be added to the comment stream for easy reference.

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On Vendors

You can add a comment to a vendor record, which is great way to kick off a conversation about a vendor or let your clients know that you’ve uploaded a price list, proposal or contract.  When you comment on a vendor record, your clients will receive an emailed notification that includes your comment along with a link to take them to their account to keep planning moving forward. They can also respond, right from their email, and their response will be added to the comment stream for easy reference.

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Additional Tips For Using Comments

Because everyone who is a part of the wedding will receive the email, we recommend that you’re mindful of your comment and properly frame up your comment to provide the context for your comment and keep the ball moving forward. Include the name of the person you’d like to draw attention to, or need something from, and include a very specific call to action, such as “let me know if this is approved” or “let me know if there are any changes or if this is good to go” –  so that you can make the most of our comment notifications.

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