Welcome to Aisle Planner Pro!

This is your onboarding headquarters — your step-by-step guide to getting set up and planning with confidence. Whether you’re ready to streamline sales or jump into your project workflows, move at your own pace and make it yours. Every pro starts somewhere. Consider this your starting line.

💡 Keep Your Place:

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Need to find your way back? Click the ⓘ information icon in your Aisle Planner Pro dashboard anytime to return to your Onboarding Setup Guide.

🎬 Start Here

The 5-Minute AP Pro Overview

Before you click a single button, take a quick look around. This high-level overview shows you how Aisle Planner connects your business backend to your front-facing client experience — think of it as your map for the journey ahead.

⚙️ Phase 1

Set Your Foundation

Calibrate your account settings so Aisle Planner looks and feels like your custom-built software. Knock these out in about 10 minutes.

🎨 Branding Portal

3–5 min

Upload your logos for a premium, client-facing identity.

Customize

🔌 AP Connect

2 min

Sync email, calendar, and scheduling. Cancel Calendly or Acuity.

💳 WedPay

3 min

Accept credit card and ACH payments through your branded portal.

👥 The Crew

2 min

Invite your team and set permissions to manage projects together.

🔀 Phase 2

Choose Your Starting Line

AP Pro is a complete business engine. Pick the path that matches your immediate goal.

⭐ Recommended

Path A: Sales & CRM Hub

"I want to book clients faster, organize inquiries, and get paid online."

Capture leads, send branded proposals, and accept payments — all in one flow.

Path B: Project Hub Only

"I'm already using a CRM — I just need to organize my current events."

Skip the sales pipeline and jump straight into checklists, timelines, and client collaboration.

🚀 Path A

The Lead Intake Engine

Before building sales documents, set up your intake engine. These three steps organize your pipeline from the very first click.

Leads Intro

Before you dive into setup, get familiar with how Leads work in Aisle Planner Pro and how they can support your process from first inquiry to booked client.


1

Calibrate Lead Settings

(2 min)

Customize lead sources and status pipeline to see which channels bring your best business.


2

Built-In Lead

Form

(4 min)

Embed a branded inquiry form on your website or social bio to collect clean leads immediately.

3

Manager Your

Leads

(3 min)

Set up the tools that help you capture, organize, and move leads forward from the very first inquiry.

🔮 Your Risk-Free Playground: The Sample Project

Meet Bethany & Will — Your Sample Project


Your dashboard includes a fully populated Sample Project — your digital sandbox. It's packed with real event data, timelines, budgets, and design elements. You cannot break it.

Click Everything

Open every tab and expand every menu to see how the workspace feels.

Make a Mess

Delete a task, change a number, move tables. See how it feels to steer the ship.

Visualize Your Events

Ask yourself: How much faster could I work if my templates populated a project like this?

🛠️ Phase 3

Power Up Your Templates

This is where your business gets its superpower. AP Pro runs on templates so you never build the same wheel twice.

📍 Path A: Sales First

Build branded proposals, quotes, and contracts first. Once a client signs, AP Pro asks which project checklist to build.

📍 Path B: Project Templates First

Set up your Master Project Templates before creating live projects. Build it right now — it can't be swapped later.

🎯 Phase 3: Masterclass

The Client Onboarding Loop

Onboarding doesn't end with your account setup — you have to onboard your clients, too. Use AP Pro's template ecosystem so every new client feels taken care of from day one.

Focus Item Strategy

Show clients only 3–5 immediate tasks at a time to prevent overwhelm.

Granular Permissions

Open specific tools to clients while keeping internal notes and budgets private.

Comment on Everything

Attach decisions directly to budget lines or tasks — no more email threads.

Meet Alyssa. Your Aisle Planner Pro.

You've got the tools. Alyssa helps you make the most of them. Connect one-on-one for personalized guidance built around your business, your workflow and your goals.

✨ You made it! ✨

Progress Update

Quick Check In ✅

By now you should have...

✅ Business Settings

Your business settings reflect your brand

✅ Lead Settings & Booking Workflow

Your lead settings and booking workflow are done

✅ Contact Form Embedded

Your contact form is embedded on your site and ready to accept leads into AP

✅ AP Connected

You're AP Connected with your calendar + emails synced and Scheduling Assistant setup

✅ Sales Document Templates

Your sales document templates are prepared and ready to use!

✅ Project Checklist

Customize this before creating your first project.

Check out our resources below to keep the momentum going 🚀

Tool Suite

Building on the Tool Suite

Put the tools to work. Build smarter workflows, stay organized and keep every project moving.

✅ Checklist

Your central command for project execution. Track milestones, assign deadlines, and delegate actions to team members or clients.


Checklist Guide

📅 Project Calendar

The master timeline of your project's lifecycle. Syncs deadlines, site visits, payment due dates, and vendor appointments into one view.

Project Guide

⏱️ Timeline

Build precise, minute-by-minute event-day itineraries for vendors, VIPs, and production crews.




Timeline Guide

🎨 Design Studio

Your digital visual board. Collaborate on color palettes, style guides, and mood boards with clients and floral designers.


Design Guide

🪑 Guest Management

Upload guest lists, track RSVPs, party sizes, and dietary requirements.

Management Guide


📐 Layout + Seating

Create and reuse scaled layouts to share with clients and vendors — with meals and easy drag-and-drop seating powered by your guest list.

Layout Guide

💰 Budget + Contacts

Keep vendor directories linked to project expenses, invoice tracking, and payment schedules.

Budget Guide
Contacts Guide

📝 Notes

The central repository for vendor guides, meeting recaps, design specs, and internal planning details.

Notes Guide

🌐 Websites

Create custom event websites for your clients to share details, collect RSVPs, and keep guests informed.

Website Guide

Pro Tips

Pro Tips for Success

Master these workflows to maximize your AP Pro experience

🔔 Tame Your Notifications

Set alert preferences to stay informed without getting overwhelmed by every client click. Take control of your inbox and focus on what matters most. Learn More

🤝 The Vendor Loop

Invite florists, caterers, and venues into specific project layouts for seamless execution. Collaboration in one place means fewer emails and zero miscommunication.

💰 Sell the Tech

Use the AP Pro client portal as a selling point to justify premium pricing. A polished, tech-forward experience signals professionalism and builds client confidence.

⚡️ Live Learning

AP Pro Webinar Replays & Your Next Steps

These aren't just tutorials — they're deep-dive sessions with real-world setups and best practices. Perfect to play in the background while you customize your account.


🎓 Watch Webinar Replays

Find sessions in your Help Center.

Pro tip: Play at 1.25x–1.5x speed for quicker viewing.

📚 Visit the Pro Library

Bookmark our self-serve hub for client collaboration, communication, and advanced workflows.

💬 Need Help?

Hit the Help button in your account for video tutorials and live chat support.

📚 Resource Library

Resource Library

Everything you need to go deeper — tutorials, guides, and best practices.

🎬 Webinar Replay — Watch a full walkthrough of AP Pro in action.

📄 Product Templates — Streamline your quotes and invoices.

✏️ Merge Fields — Personalize proposals and contracts automatically.

🤝 Client Experience — Portals, communication, and collaboration.

🎨 Style Guides — Four creative ways to use Aisle Planner's design tools.

📋 Managing RSVPs — Set up online RSVP collection step by step.

🗂️ Archiving Projects — Keep your workspace clean by archiving past events.

💳 Automated Payment Reminders — Never chase an invoice again.

🧾 Vendor Invoice Tracking — Keep vendor payments organized inside every project.