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.

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

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

Use the updated left Sidebar Menu to toggle calendar types on or off. You’ll see filters for Aisle Planner-specific events like:

As well as visibility for the calendar you have integrated and any additional calendars you have linked to your integrated calendar.

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

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

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

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:

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

Vendor payments and Aisle Planner invoice due dates are now visible via the Aisle Planner Payments Calendar view, helping you keep track of upcoming financial obligations or scheduled incoming payments.

Additional filtering options in the View Options menu enables secondary filters to further customize your view should you want to hide vendor payments to focus on your incoming payments.

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

Tentative Bookings have been added to the Aisle Planner Calendars section of the sidebar—giving you an easy way to view potential bookings alongside your confirmed events.

The Tentative bookings calendar reflects all leads marked with a "current" status. You can define which lead statuses are considered current in your Lead Settings or directly in the Actions menu in the Sales tab. Learn more here.

Leads are automatically removed from the Tentative Bookings calendar when:

When a lead is marked as Booked but no project is created, the lead's date will remain visible but moves to the Booked Projects calendar. If a project is created from this lead, it will not duplicate the booking but will replace the calendar event with project-specific details.

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

Booked Events include:

In each booked calendar event you will see:

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.

You also have the option to sync your AP Booked Projects and Tentative Bookings to your external calendar.

To manage your sync preferences, select Manage Calendars and Sync Aisle Planner Calendars to your external calendar. Select each filter and the dropdown for your desired booked projects.

Please note, upon new project creation you will need to return to this screen to sync any new projects.

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.

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