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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 with ease
  • How to create the ideal experience for your clients with personal branding
  • How to make the most of your contact library
  • How to customize your planning templates to honor your own planning process
  • How to set up your proposal and contract templates
  • How to manage your leads and send proposals and contracts
  • How the invoicing tool works
  • How to add other planners to your account and plan better together

 


 

Don’t have time to watch the entire webinar all at once? Find the information that you’re looking for with these helpful shortcuts:

 

1:30 – Your User Settings, notification preferences, subscription & billing

2:15 – Adding other planners to your account and each wedding

8:28 – Aisle Planner publishing and submitting your work to be featured

9:15 – Custom Branding & setting up your custom client login page, company stationery and branded emails

12:54 – Setting up your vendor library

17:45 – Customizing your project templates (checklist and budget templates)

38:53 – Customizing your event day timeline templates

44:21 – Setting up notes templates

46:33 – Setting up document templates, including contract templates

48:35 – Tracking your prospective clients and managing your leads in Aisle Planner

51:32 – Sending Proposals and Contracts to leads through Aisle Planner

54:20 – Creating a project, wedding or event from a lead

57:23 – Creating and sending invoices

70:12 – Your Planner Dashboard, Archiving/deleting a project and creating new projects

74:37 – Using the master Calendar

76:25 – General Q & A


 

 

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