Before making the monetary investment in a Business Management platform, it’s valuable to give it a test run. We encourage and welcome you to try out Aisle Planner's all-in-one suite of tools for FREE as we are sure you will love them as much as we do! This 30-day trial period will give you full access to all Aisle Planner Pro Tools. Visit our Help Center to read more about the platform and to sign up for a free 30-Day Trial. Once your trial is over you will be prompted to set up your subscription but if you would like to go ahead and choose your subscription plan, head to My Account > Billing & Subscription to choose the plan that will support your needs. To ensure you are making the most of your 30 Days, we rounded up helpful tips on how to get familiar with and fully explore all of the tools Aisle Planner has to offer during your free trial period!
1. Review Your Business Goals
Your trial period is a great time to step back and review your goals and pain points when it comes to business processes and workflow. This can help you assess how Aisle Planner may be able to help you. What’s working, what’s not? What do you wish you could do? What will help you grow and scale or streamline your processes to give you more time back in the day? Getting this all on paper can help you create a tangible plan to streamline the management of your business and really take advantage of your investment to take it to the next level.
2. Start with the Basics
- Settings: Set Up Your Business Settings so your account has basic information about your business.
- Branding: Set Up Your Custom Branding to create a beautifully branded client experience. You are your brand so incorporate it!
- Project Management: Streamline your process and planning by Setting Up Your Project Management Tools.
3. Get Familiar with the Help Center
The Help Center is built in a natural order of progression for setting up your account - but you can find anything on a given topic at any time, in case you're starting from a different place in your account setup. There is also an Onboarding video series in the Help Center that is sure to get you started on accessing all of the tools available to you.
Type in layouts, payments, leads, or anything you want to learn more about and you'll get articles and videos helpful in setting your account up for success!
4. Determine Your Priorities
AP is designed as an all-in-one business management platform: Sales + Planning + Collaboration with clients, teams, and vendors. It is a foundation for your events business to grow, scale, and be successful. But we know that a transition in your processes and systems takes time, and everyone has priorities.
Determine which sections you want to start with (hint, hint - you can chat with our Customer Success team for guidance!), and what you might want to add on as you go.
- Sales/ lead management
- Invoicing and payments
- Project checklists and task assignments for your team and your clients
- Layouts and Guest Manager (tracking seating, meals, RSVPs)
- Other Event Details
- Timelines
- Design Studio
- Shareable notebook for your clients (welcome packet, shot lists, venue options, etc.)
5. Ask Questions Via the Chat Bubble
We are here for you and want to help! As you’re exploring Aisle Planner, if a quick question pops up, take advantage of the chat bubble! A customer service member can assist you in a timely manner. Our support team is made up of former event pros that want nothing more for you to success - so reach out!
6. Payment Processing
Did you know Aisle Planner has an embedded payment processing platform within your sales & Invoice tool suite? The process to handle taking payments for your business is unique to everyone, but we are here to help with any questions! We would be happy to help you get set up for Wedpay (U.S.) or Stripe (Canada) payment processing, and you can find an application in the Banking section of your settings tab. Embedded payment processing offers a fast, secure, and fluid sales process for you and your clients.
7. Visit the AP Education Tab
This is a space created just for you to easily access product information and learn all about our AP tools and features. Get an inside look at how each tool functions and how you can maximize your subscription to best benefit your business. We have everything from how-tos and insider tips on all things sales, project management, and marketing to helpful insights written by AP pros just like you, exciting release updates, and so much more!
8. Follow Us on Social
A great way to stay updated on AP tools, releases, trends, and tips is to follow us on Instagram @aisleplanner. Find out about our once-a-month IG Reel Talks, where we bring in Event pros to discuss relevant topics like Onboarding new clients, mental health in events, and more. Once you have subscribed, be sure to join the “We are Aisle Planners” Facebook group to ask questions and collaborate with pros like you, get help and additional resources, and learn about product updates!
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