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.

✅ 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.

We are launching AP Connect in two phases! See below for what is live now and what is coming soon.

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.

In the coming weeks, you'll be able to create and send contracts, invoices, and other sales documents directly in your emails as well as include a link for your lead to schedule time with you. Plus, you'll have the functionality to send emails in the project/event-planning phase along with the sales phase to any client or vendor in the system.

To begin utilizing Email Integration, 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 email integration. Click the connect button to link your account.

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.

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.

Sync your primary calendar with your third party calendar and have all information flow both ways, so you never miss a key date, tour, or double book an event.

To begin utilizing Scheduling Assistant, you must first integrate your calendar through your account settings. Head to your accounts settings, and click on the Integrations tab. You will see an option for calendar integration. Click the connect button to link your account.

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.

Select an external calendar to connect/sync and then click the black CONTINUE button.

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.

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.