Aisle Planner’s new Integrated Account Calendar gives you a real-time, unified view of your account-wide activity. With one-step sync, a refreshed design, modern navigation, and enhanced filters, Integrated Account Calendar streamlines your entire workflow without needing to open multiple tools or external calendars.

Please Note: These updates apply only to the Account Calendar and do not impact Project-specific calendars. If you have synced any Aisle Planner Projects to your external calendar, we recommend deselecting or deleting those to avoid duplicates.

Learn more in this quick video or read below.

What's New?

The Integrated Account Calendar brings a fresh new look and improved functionality, including:

One-Step Calendar Sync: Seamlessly and quickly sync your Aisle Planner calendar via AP Connect with your external calendars (Google, Outlook, or Apple) via AP Connect. Learn more here.
Unified View of ALL your events, tasks, payment due dates, appointments, team schedules and events
Modern Look & Feel: A refreshed interface with improved navigation and customizable calendar views designed to work the way you do

Navigating the Calendar

The calendar now includes a redesigned Month View with updated navigation and helpful visual cues.

Current Date: Highlighted with a gold circle
Timezone: Displayed in the top left corner
Month Navigation: Use the arrows to move between months
Jump To: Click on the month/year at the top to quickly jump to a specific date or an active project date
Go to Today: Snap back to today’s view with one click

Sidebar Menu & View Options

Use the updated Sidebar Menu to toggle calendar types on or off. You’ll see filters for tasks, calendar events, payments, and projects.

The new View Options menu gives you more control over what appears in your calendar, including:

Showing only tasks assigned to you
Hiding completed tasks and payments
Filtering by specific projects
Selecting your preferred start day of the week

Note: Booked Projects will always remain visible—even if a project is filtered out—so you can avoid scheduling conflicts.

Calendar Events

Calendar Events tied to your projects are now easier to manage and identify at a glance.

Events display project details and a visual indicator (cover image or color bar)
Editable via the calendar
Visible to all planning partners on the project
Automatically removed when the project is archived

When synced to an external calendar, these events will default to Busy.

Tasks

Tasks now appear directly on your Account Calendar, helping you stay on top of deadlines without switching tools. Depending on the type of task, you can:

Mark tasks as complete
Assign or reassign users
Comment directly within the task modal
Drag and drop to update due dates

Task types shown on the calendar:

General tasks
Sales-related tasks
Project-specific tasks

Tasks will only appear if a due date is set and are visible only to assigned users or users assigned to the related project.

Payments

Vendor payment due dates are now visible on the Account Calendar, helping you keep track of upcoming financial obligations.

Payment modals display the amount due, due date, and payment sequence
Completed payments show in lighter font with strikethrough formatting
Shortcut links let you easily navigate to the vendor contact record
Payments are read-only in the calendar view

Please note: When synced to an external calendar, payments default to Free to avoid blocking your availability.

Booked Projects

You’ll now see your booked projects directly on your calendar, making it easy to reference key details without leaving the page.

Project name, date, location, and guest count
Lead planner and team assignments
A shortcut to open the Project Dashboard

Booked projects appear on the calendar if you are assigned as a planning partner. These remain visible even after the event date or if the project is archived.

FAQs

Can I see events from my Calendar inside Aisle Planner?
Yes! Once synced, events from your external calendar will appear in Aisle Planner’s Account Calendar as read-only items.

Can I edit tasks and events from the calendar view?
You can mark tasks as complete, update assignments, and add comments. Calendar events are editable, but some information (like synced external events) is view-only.

Why do some tasks or payments not appear on my calendar?
Tasks and payments only appear if they have due dates and if you have the necessary permissions to view them.

Coming Soon!

✨ General Calendar Events

Add and manage events not tied to a specific project—perfect for team meetings, office closures, or personal scheduling.

✨ Tentative Bookings

Easily view leads in the sales process as “tentative bookings” right from your calendar, giving you a clear picture of potential conflicts or availability.