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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 notification, provided they didn’t turn off their email notifications.

That said, because everyone who is a part of the wedding will receive the email, we recommend that you 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.

Here’s a few ways that comments can start to replace certain emails:

On Checklist Items
You can also use comments on checklist items to follow up and see how things are going, start a conversation about a checklist item, or provide more information for a checklist item.

checklist-comment

On Images
If you (or your client) commented on an image (see screen shot below), an email notification will go out, along with a link to login or (better yet) your client can just reply to your comment, right from her email.

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On Vendors
You can add comments to vendor records, which is great for letting your clients know that you’ve uploaded a price list, proposal or contract.

The 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.

vendor-comments

Here’s a Blog Post with some more information and examples about using comments to collaborate in Aisle Planner!

Coming Up
We have “directed comments” on our to-do list (so you can just notify a specific person/people) as well as in house/planner only private notes, so we cannot wait to build in more communication capabilities from within our tools!

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