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šŸŽ„ Welcome to Aisle Planner Pro

The ultimate onboarding guide: Video walkthroughs, account setup essentials, and expert webinars to help you master Aisle Planner Pro.

Written by Sara Kincaid

Welcome to Aisle Planner Pro!

We’re thrilled to have you. We know a robust platform can feel like a lot to take in, but remember: you don’t have to learn it all in a day.

Think of this as your home base. Below, we’ve laid out a simple path to help you find your bearings and navigate your new account with confidence. Explore at your own pace—every expert started exactly where you are today.


Getting Started Checklist

āœ… Digital or printable checklist for getting started. Download here.

Since every workflow is unique, use this checklist to focus on the tools that matter most to you.

Learn in Real-Time šŸ§‘ā€šŸŽ“

While our Help Center is full of quick articles for specific questions, sometimes it helps to see the "big picture" in action.

Sample Project "Bethany & Will"

It is packed with real-world event data, timelines, budgets, and design elements, notes—and you cannot break it, play around!

To spin up your Sample Project, click on ACTIONS from your Dashboard and Create Sample Wedding Project.

*Account owners must ADD other teammates to the sample for them to see it on their dashboard.*

This project is free for everyone and doesn’t count toward your subscription limit.

  • Click everything: Open every tab, expand the menus, and peek into the workspace.

  • Make a mess: Delete a task, change a number, or move tables on the Layout. See how the interface feels when you're steering the ship.

  • Visualize your own events: As you explore, ask yourself: How much faster could I work if my own business templates populated into a project like this?

AP Pro Liveāš”ļø Webinar Replays

Deep-dive sessions designed to help you master real-world setups and industry best practices. They provide the extra context, tips, and tricks, you won't find in a manual.

Pro tip: playback at 1.25x-1.5x speed for quicker viewing ā©

Sales and Lead Management webinars:

Create beautiful sales templates, set up your lead contact form, and streamline your sales workflows.

For deeper dives into sales features, explore the below webinars and articles.

Project Tools, Templates & Tips webinars:

Start with your templates to get your workflows and project tools ready-to-go. Then move into more in-depth webinars for tips, tricks and best practices.

The Essentials:

Deep Dives:


*We've made some updates, new videos coming soon!

Part 1: Account Settings, Templates & Lead Manager

Part 2: Project Tools

Need Help?

You can find these webinars, and other helpful resources located in your Help Center ā¬‡ļø

If you can't find what you are looking for and have specific questions, you can reach out to Customer Support from the chat feature in the lower right of your screen.

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