Video Library - Aisle Planner Pro

Video Library

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Aisle Planner Pro x Engine A Seamless Way to Manage Travel

New to client onboarding or looking for a better way to manage it?
This session covers the essentials of onboarding and engaging your clients with ease.
We’ll review best practices for simplifying the setup process, overcoming tech-shyness, and creating a clear path to success for every client you work with.

An Introduction to Client Onboarding Engaging Clients & Setting Them Up for Success

From Vendor to Partner is focused on one of the most impactful relationships in your business—your venue partnerships.

Join Aisle Planner Pro and Jes from Knotted Events and experience both the planner and venue side, Jes will share practical strategies to help you collaborate more effectively, communicate more seamlessly, and show up as a true partner—not just another vendor.

You’ll walk away with actionable insights to strengthen trust with venues, streamline your workflows, and create a smoother, more elevated experience for your clients.

Not signed up for Aisle Planner Pro yet? Join Today https://www.aisleplanner.com/

From Vendor to Partner: How Planners Can Build Stronger Venue Relationships Using Their Systems.

In this tutorial, I walk you through Aisle Planners Scheduling Assistant, which is designed to streamline your booking process and enhance client connections. We cover how to create a 1-to-1 booking, set your availability, and customize your booking form with questions for clients. I also demonstrate how clients will experience the booking process, including confirmation emails and options to cancel or reschedule. Please make sure to save your changes as you go along, and feel free to check out your scheduling assistant to see how it looks. Let's get started!

Chapters
0:00 - Introduction to Scheduling Assistant
2:24 - Booking Options Overview
4:30 - Client Booking Process

Scheduling Assistant Tutorial

As an Event Pro your job is all in the details. With each client you book, it is your responsibility to share your expertise and track every last detail. Over and over. Time and time again. Without missing a beat.

Organizing all of those details can be one of those tasks that you just keep putting off. But it's so important to get your process documented so that you are not reinventing the wheel- manually inputting information and emailing the same messages for every single client. This is where the Project Checklist comes in.

We'll be diving into the WHY behind this tool and give you some ideas on how you can use the details in it to keep all of your expertise organize, accessible, and in front of your couples!

The details of event planning vary among region, service type (full service wedding planning to venue rental packages, to month of coordination), and timeframe until the event (6 months, 1 year, 18 months). By customizing your checklists with details that personalize your planning process and client experience, you are able to create a well-oiled machine for yourself and prove to your clients that hiring you was money well spent.

Checklist Mastery: The Foundation of Every Successful Project Webinar

Seating Guests in Aisle Planner Pro Tutorial

Get to know Aisle Planner - High Level Overview Video

December 3rd Group Orientation Webinar

Aisle Planner Pro Overview

In this video, I will show you how to upload a floor plan and set it to scale in aisle planner. You will learn how to start with a blank canvas, upload an image, and set the image to scale using a distance between two points. No full room specifications are required. Once the image is set to scale, you can start applying objects to it. Action: Watch the video to learn how to upload and scale a floor plan in aisle planner.

How to Upload and Scale a Floor Plan

This video will show you how to create a contract template and apply merge and input fields. Merge fields populate data you have into your contract and Input fields allow you to provide a place for your clients to input information you need. Your Proposals work the same as your contracts, except those are single signature, client approval, documents.

Creating Contract Templates w/ Merge & Input Fields

Hey there, Christina here from Aisle Planner. In this video, I'll walk you through how to update your global notification settings in Aisle Planner. I'll show you step-by-step how to access your account, navigate to the notifications tab, and customize your notification preferences. Whether you want to turn notifications on or off, this tutorial will guide you through the process. Stay tuned for some helpful tips and tricks along the way!

00:00 Introduction
00:27 Project Notifications
00:53 Existing Projects, User-Specific Notifications

How to Update Your Global Notification Settings

Layouts - Creating Custom Shapes using the Path Tool

Hi there! In this video, I'll be sharing some tips and tricks for using the layout tools in Aisle Planner. I'll also introduce a new feature that we've recently added. You'll learn how to zoom in and out, pan left and right, and fit your layout to the screen. I'll also mention the keyboard shortcuts available and where to find a complete list of shortcuts. These tips will help you navigate the layout tool and create layouts faster and easier. If you have any questions, feel free to ask!

0:00 Introduction
0:40 Zooming and Fitting

Tips and Tricks for Using Layouts in Canvas Controls

In this video, we will show you how to adjust your project notifications in two different ways. You can either access your project settings from the project dashboard or from within a project itself. I will guide you through the steps and explain important details, such as how the changes will only affect the selected project and not others, and how it won't impact your default notifications or other users' notifications. Watch this video to learn how to customize your project notifications effectively.

0:00 Introduction
0:22 Accessing Project Settings
0:55 Alternative Method

Adjusting Project Notifications

n this video, I'll show you how to batch your email notifications on our platform. Did you know that you can customize how you receive notifications? By following a few simple steps, you can choose to receive your notifications as they happen, grouped with others near the same time, or batch all of your email notifications daily. This feature allows you to manage your notifications more efficiently and reduce email clutter. Watch the video to learn how to customize your email notification settings and take control of your inbox!

How to Batch Email Notifications

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