AP Connect is an integration capability allowing you to seamlessly connect your third-party email and calendar into Aisle Planner Pro.
This will eliminate the need to switch between apps or manually track communications! Stay organized, keep everything up to date, and focus on creating unforgettable events without all the back-and-forth among platforms.
The current platforms available for integration are Google, Apple, and Microsoft.
How to Integrate
To begin utilizing Email & Calendar Integrations, you must first integrate your third-party email within your Aisle Planner account settings. Head to your account settings, and click on the Integrations tab. You will see an option for AP Connect. Click the connect button to link your account.
Upon initial integration you will be required to log in to your email account and complete a short setup process. This process will grant Aisle Planner's scheduler access to your calendar as well as set the level of permission or access you would like the scheduler to have. We recommend giving the scheduler full access to ensure there are no issues in future scheduling options.
Please note, you can only link one email account to the scheduler. If you need the assistant to review multiple calendars to determine availability, please link those calendars externally in your 3rd party email platform.
What are the benefits of enabling AP Connect with my Aisle Planner Pro account?
✅ Send and receive emails from your business account within AP Pro, keeping your communications polished and professional.
✅ Client, team and vendor communication lives in one system, so nothing falls through the cracks.
✅ Schedule calls, tours and consultations- Clients can view your real-time availability and book meetings based on the time slots you designate, eliminating the back-and-forth of scheduling.
✅ One single view prevents double-booking, allows for easily added event holds, and ensures your team has a visibility to all action items and deadlines.
💫LIVE NOW: Email Integration Beta
Send and receive emails to potential clients (leads) from Aisle Planner’s Lead Record during your sales process! Include PDF attachments, receive notifications when emails come in, and keep a record of the communications with your leads to optimize your booking process. Learn how to send emails here.
How to Enable Team Members
If you are a user on a business account and do not see this option, contact your account owner to ask for email integration abilities. Depending on the account size and number of users, this may require an additional fee. See details here.
CALENDAR
💫LIVE NOW: Scheduling Assistant
Goodbye, Calendly! Clients can view your real-time availability and book meetings based on the time slots you designate, eliminating the back-and-forth of scheduling. Learn how to start using Scheduling Assistant.
💫LIVE NOW: Integrated Account Calendar
Sync your primary calendar with your third party calendar and have all information visible in one place, so you never miss a key date, tour, or double book an event.
What is Included With Your Account
Each plan includes at least two seats, allowing two users to integrate their email and calendar with Aisle Planner at no additional cost. Additional seats are available for $10 per month per user, with no limit on how many you can add. Seat pricing remains the same regardless of your subscription type.
To learn more about adding team members and seats, go here.