Using Aisle Planner to Manage Your Business

Aisle Planner has evolved so much over the past few months and now is more flexible than ever! From releasing Lead Management to Proposals and Contracts, Invoicing to Non-Wedding Events, Aisle Planner is so much more than just a suite of tools to plan weddings with.

And today, we are going to talk about ways to use our tools to manage your business – just like you manage each of your weddings! So, start yourself a project in Aisle Planner that is dedicated to your business and get organized with these tips!

Using Aisle Planner to Manage Your Business

Get Creative with the Checklist

The team here at Aisle Planner loves a good checklist and that is why we consider it to be the heart of our tools. Building checklists, grouping like tasks by category, and assigning due dates and responsible parties is not just a strategy that works for wedding planners to keep on track with their couples – it works for any professional. Because, in the end, keeping your self on track is all about mapping out what needs to be done and when.

The Aisle Planner Checklist is fully customizable so, regardless of whether you are working on Jack and Jill’s wedding or your own business, it has the flexibility you need to make it work. But, since we aren’t talking about wedding planning today, I wanted to focus on the ways you could use the Checklist to keep your business organized. Some of my favorite ways to get creative with the Checklist are to include:

Your content calendar Map out your blog schedule and set due or publication dates to them. If you have team members in your organization, you can assign tasks to the person who is responsible for completing it.

Your tax schedule As a business owner, you are responsible for paying taxes throughout the year. And, if you are anything like me, those dues dates tend to sneak up on you. Create a category in the Checklist and create tasks for each of the dates you have payments due.

Pro-tip: When you are creating a business project for yourself, be sure to disable the tools you won’t be using. For example, the Guest Manager.

Mark it in the Calendar

Your calendar in Aisle Planner aggregates everything with a due date for you so, when you assign due dates to any tasks in the Checklist, they will appear in your calendar alongside anything else you enter. This gives you a quick overview of everything that is coming up in your schedule.

One great way to use the Calendar for your business is to enter any:

  • Events you or your team members are participating in
  • Dates that your submissions are being published (so you can remember to share the great news on social media)
  • Reminders to complete your monthly bookkeeping

Pro-tip: When you create your business project, give it a due date of whenever you want to “reset” for the next year. Whether that is December 31st or at the end of your wedding season, doing so will be a great reminder to get everything set up for the following year!

Using Aisle Planner to Manage Your BusinessDocument Your Process

Everybody’s business is unique and everybody has a different way of going about things. So, whether you are documenting your process for internal reference or creating easy-to-get resources to share out, the Notes section in Aisle Planner is a great place to house all of that.

In addition to any internal process documents you create, you can also create Notes to document your business’:

  • Marketing outline
  • Boiler plate
  • Publication coverage
  • Referrals and recommendations from prior clients and vendor partners
Using Aisle Planner to Manage Your Business

Keep it On-Brand

Your brand is a huge part of your business and it is something that most people are fiercely proud of. But, as creatives, there are a couple challenges with committing to your brand. Sometimes it can be tempting to venture off brand (trends are so fun to play with!) or sometimes you are trusting someone else to keep a project on-brand. And, despite the fact that you are a creative person, it can be hard to communicate what exactly is or isn’t on brand.

Our Design Studio makes it easy to clearly break out elements of your brand. You can create Style Guides for your brand’s overall style, your team headshots and bios or even inspiration for that office makeover you have been scheming.


Using Aisle Planner to Manage Your BusinessKnow Who’s In Your Network

If you are anything like the wedding professionals I know, you have one hell of a rolodex! Between your epically long list of trusted vendors and your contacts for people who can make the most random requests come to life, it’s easy to have hundreds (or thousands) of contacts in your Contact Library. But, what about the contacts you rely on for services that focus on your business?

Use the Contacts feature within your business project to keep those contacts easily accessible. From your accountant or bookkeeper to your web designer, add these contacts and keep them on hand:

  • The graphic designer who knows your brand and rocks out every project
  • Your media contacts (we’ve talked about the art of Public Relations and emailing editors your submission directly is always a good idea)
  • Your trusted printer
  • Your tax guy or gal
  • Contacts for support staff (because we always know that there are days when you need extra help day-of)

Have you been using Aisle Planner to keep yourself organized within your own business? We’d love to hear how you’ve been using it and any tips you have! Leave them in the comments section below!

4 thoughts on “Using Aisle Planner to Manage Your Business”

  1. Ellen Thomas says:

    Hi! Thanks for this article. Can I send documents through AP to my contractors for them to sign? I have another planner who I contract weddings to under my brand, so we both sign an agreement for each wedding she takes on. Would I just add her as a lead and every time I want to send her a document just add it to her record?

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:


      Apologies for the delayed response! Yes, you could do it that way if you want to keep it all organized under a lead record or you could create the contract from the Documents tab and just send them one off. If you have any other questions, don’t hesitate to get in touch with us at

  2. Maribel says:

    Thank you for this helpful post, Tyler!

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      I’m glad you like it! Lot’s of new things going on over here at AP HQ 🙂

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