Here are some helpful templates you might consider creating within your Aisle Planner Templates tab - you'll find your templates tab within the Settings menu, towards the top right of your pro dashboard.
Project Templates
Learn more about Project Templates here.
For each type of event you plan or services you offer, such as full service wedding planning, month-of wedding planning, fundraisers,
For other recurring events you plan, such as bridal shows or trade shows, styled shoots, workshops or retreats
An empty project (with no pre-populated checklist or budget items) template so you can start from scratch on one-off projects, such as a website redesign, rebrand or office design.
Timeline Templates
Learn more about Timeline Templates here.
For different religious ceremonies / cultural weddings
For different ceremony start times (morning, midday, sunset)
For different venues (especially if a venue has specific logistical
Notes Templates
Learn more about Notes Templates here:
Note Templates for Weddings & Events
A Welcome Note for your clients
An Intro to Aisle Planner / how you'll use the tools to collaborate together
Planning process overview
Preferred Vendor Partners List
Wedding Registry Guide & Tips
Travel Guides (great for destination weddings!)
Wedding Insurance Information
Invitation Etiquette
Ceremony Processional / Recessional Guide
Music Guide (Song Recommendations) & Worksheets
Vendor Gratuity Recommendations
Beverage worksheet
Photo Shot List
Design Presentations
Marriage License Information
Packing List
Set up and Strike Lists / Production Checklists
Note Templates for Your Business
Brand Guide
Annual Planning & Goal Setting
Marketing Outlines
Outlets to Submit To
Annual Press Coverage Log
Style Guide Templates
As it stands, Style Guides are a great source of sharing visual inspiration and ideas with clients. Style Guide templates help make this process of sharing visual inspiration much easier and way more efficient. Learn more about Style Guide Templates here.
Floral designers, event designers and planners can create their own floral style guides to share flowers in each color palette, season, or floral family to help pinpoint their clients' preferences.
Venues can create a style guide for each of their ceremony and reception locations to easily share with their clients.
Photographers can create image guides for some of their favorite locations, poses, and even a guide of what to wear to help prep their clients for their engagement shoot,
Wedding planners can create style guides for all of the venues in their area to easily share indoor or outdoor options with their clients.
Wedding pros can create style guide templates that share the latest trends with a client that are currently all the rage.
An event designer can create style guides for all of their own rental options or create style guides that share all the menu options for chairs, lounges, and other rental and decor items. They can even create certain combination of items shown together in one style guide to help users visualize a cohesive look for specific themes and color palettes.
And, so much more!
Document Templates
You can create four types of document templates: Brochures, Proposals, Contracts and Questionnaires. Learn more about Document Templates here.
Here's some ideas of templates to help get you started:
Brochure Templates
Service Brochure
Any additional information you'd like to share with prospective clients about you, your company and your client or brand experience.
Proposal Templates
Proposals for each of your services
Contracts Templates
Contracts for each of your services
Photo / Audio / Video Release
Styled Shoot Agreement
Product Loan Agreement (great for styled shoots)
Event Rental Agreement
Independent Contractor Agreement
Confidentiality Agreement
Paid / Unpaid Intern Agreement
Need a jumpstart on your contract templates? Check out these contract templates, specifically designed for event pros.
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Product Templates
Learn more about Product Templates here. (Link coming soon!)
For any service you offer (ex. planning or coordination services, RSVP management, hotel room block coordination, a la carte hours, etc.)
For any product you sell or hard good that you rent
Quote Templates
Learn more about Quote Templates here. (Link coming soon!)
For any service you offer
For any combination of services you offer
Invoice Templates
Learn more about Invoice Templates here.
For any service you offer
For any combination of services you offer
Expense reimbursement
Note: If you're using Aisle Planner's quote feature, you can turn any accepted quote into an invoice, so you won't need to create additional invoice templates!
