Aisle Planner

Aisle Planner’s Branding Center makes it easy to build a cohesive, elevated brand experience for your clients. From your portal login and email communications to invoices and downloadable PDFs, every touchpoint reflects your unique brand throughout the entire planning process.

Setting up your custom branding takes just a few minutes. Check out the quick tutorial below to walk through the step-by-step process!

Step 1: Access the Branding Center

Click the Settings icon (top-right corner) ⚙️ select Branding. You will see three main tabs on the left menu: Site, Print, and Email.

Step 2: Customize Your Portal (Site Tab)

Custom Login URL: Set your custom domain link to embed the login portal on your website.

Portal Logo: Upload your main logo for the client login page.

- Custom Login URL: Set your custom domain link to embed the login portal on your website.
- Portal Logo: Upload your main logo for the client login page.

Step 3: Customize Print, Email &amp; Forms

Print Tab: Upload a logo for documents, and use the Page Settings panel on the right to:

- Adjust logo width and margins.
- Add custom headers/footers (business text, page numbers, date stamps).

Email Tab: Upload your logo header for outgoing client emails.

___________________________________________________________

- Print Tab: Upload a logo for documents, and use the Page Settings panel on the right to:
 - Adjust logo width and margins.
 - Add custom headers/footers (business text, page numbers, date stamps).
- Email Tab: Upload your logo header for outgoing client emails.
 
 
 
 
 ___________________________________________________________

1. "I updated my logo, but the old one is still showing up!"

Why it happens: Aisle Planner allows unique logo variations for different tools, so uploading a new image in one area doesn't automatically overwrite the others.

Go to Settings $\rightarrow$ Branding.

Manually upload your new logo under all three tabs: Site, Print, and Email.

Go to Leads, open each lead form, drag-and-drop the new logo into the header, and click Save.

1. Go to Settings $\rightarrow$ Branding.
2. Manually upload your new logo under all three tabs: Site, Print, and Email.
3. Go to Leads, open each lead form, drag-and-drop the new logo into the header, and click Save.

2. "My logo looks too big or stretched on PDFs."

Check your file: Ensure your logo image file is cropped tightly around the graphic with no excess white margins before uploading.

Adjust width: Go to Settings $\rightarrow$ Branding $\rightarrow$ Print. Use the Logo Width slider under Page Settings on the right to scale it down.

1. Check your file: Ensure your logo image file is cropped tightly around the graphic with no excess white margins before uploading.
2. Adjust width: Go to Settings $\rightarrow$ Branding $\rightarrow$ Print. Use the Logo Width slider under Page Settings on the right to scale it down.

3. "Where do my custom headers and footers show up?"

Details: Header and footer customizations (page numbers, custom text, timestamps) apply directly to PDFs generated inside Aisle Planner, including:

- Checklists &amp; Timelines
- Guest Lists &amp; Seating Charts
- Vendor Contact Summaries

If you update your Custom Login URL while refreshing your branding, remember to send the new link to active clients so they can update their browser bookmarks!

Video Tutorial:  Create a beautifully branded client experience in just a few steps!

🎥Setting Up Your Custom Branding

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🎥Setting Up Your Custom Branding

🛠️ Quick Setup Guide

Step 1: Access the Branding Center

Step 2: Customize Your Portal (Site Tab)

Step 3: Customize Print, Email & Forms

🔍 Troubleshooting & FAQs

1. "I updated my logo, but the old one is still showing up!"

2. "My logo looks too big or stretched on PDFs."

3. "Where do my custom headers and footers show up?"

⚠️ Pro Tip Before You Finish: