Notifications help you keep tabs on what's happening on your account, and we offer in-app notifications as well as emailed notifications so that you're always in the loop.
There are two types of notifications, read on below to learn more:
❗️Project-related Notifications
Here's an overview of Project-related notifications/reminders currently available in Aisle Planner. All notifications are by default turned on and users will be notified, provided that user has not turned them off. Learn more about managing your project-related notifications here.
- Project Access
When someone you've invited to a project accepts the invitation that you've sent them, you'll receive notifications once they've joined. When you've been added to a project, you'll also receive a notification.
- Comments
When you add a comment to an event or project, whether it's on a photo in a style guide, a task in the checklist, or a vendor in contacts, everyone on that event or project will receive both an in-app and an emailed notification.
Pro Tips:
To respond to your comments and keep the conversation going, anyone can just hit REPLY to the emailed comment notification and respond directly from their email, without having to log in. Responses will automatically be added to the comment stream in Aisle Planner. Learn more about comment notifications, including helpful tips and here.
Until we add the ability to have directed comment notifications, we recommend indicating who a comment is directed towards in the text of the comment.
Learn more about comment notifications here.
- Task Assignments
Anytime a task is assigned to a specific person, they are automatically notified. Once a task that you've assigned out has been completed, you'll be notified as well.
- Task Reminders
Once you've set a due date on a task in the checklist, you also have the option to set automated reminders to automatically send reminders so that nothing falls through the cracks.
Task reminders are automatically sent to the person designated as the Project Lead for the event or project. If the task has been assigned to a person, they'll receive a reminder notification as well.
- Task Completed
If a task has been assigned to you, but was completed by someone else, you'll be notified. If you've assigned a task to someone else, once they check off that task as completed you'll be notified as well!
If you're the designated Project Lead, you'll receive notifications when a task has been completed, regardless of who it was assigned to, who assigned it out and who marked it off as complete!
- Vendor Payment Reminders
If you've entered payments with due dates into the system, we'll not only automatically sync this to your calendar, we'll provide the opportunity for you to set one or multiple payment reminders.
Pro Tip: Payment notifications for vendor payments tracked in the Contacts tool of a project are only sent to project lead (vs. the client) so you have the opportunity to double check numbers (which is especially helpful in cases where the balance payment may be pending final guest counts) before giving your clients the heads up. We'll also issue a "task" for this payment, so you can easily assign that task to your clients and the system will automatically notify them.
Learn more about tracking vendor invoices and payments here.
- Calendar Reminders
Coming soon! Currently, if you click on any date on the calendar and add a meeting, such as a cake tasting or dress fitting, there are no reminders for calendar events. However, if you've subscribed to your AP calendars via your google or ical, you can set up alerts there, which might be helpful until we have our reminders up and running!
Pro Tip: Learn how to sync your Aisle Planner project calendars to iCal, Google Calendar or Outlook here.
❗️Company-related Notifications
Here's an overview of Company related notifications/reminders currently available in Aisle Planner. All notifications are by default turned on and will be send provided a user set to receive these notifications has not turned them off. Learn more about managing your company-related notifications here.
- Company Account Access
When a new org member joins your company account, you'll receive a notification.
- Leads
When a new lead has been received through your lead contract form (which you'll need to set up to enable), anyone who's been designated to receive a new lead notification will be notified.
Pro Tip: Learn more about setting who receives incoming lead notifications here.
Additionally, when a lead gets assigned or reassigned to a new org member, that org member will be notified.
- Quotes
When your client accepts a quote, the person who created and sent that quote will be notified.
- Invoices (if sent by you)
When you send an invoice and that invoice has been paid online through Aisle Planner, you'll receive a payment notification. If an invoice that you've sent a client is past due, you'll receive a past due invoice notification.
Pro Tip: while you can set up automated payment reminders to notify clients before an invoice payment is due as well as on the day an invoice payment is due, past due reminders currently aren't sent to clients.
Learn more about setting automated payment reminders on invoices here.
- Banking (if you're the account owner)
For online payments accepted through Aisle Planner via Stripe Canada, once the funds have been deposited into your bank account, the account owner will receive a notification by email.
Pro Tip: Wedpay users can check their merchant portal at anytime for the status of their bank transfers. You can learn more about the Wedpay merchant portal here.
- Proposals & Contracts
Whenever you send out a proposal or contract to be signed, you'll be notified when that document has been signed. Additionally, if a document requires your countersignature, you'll receive a notification for that as well. You'll also be notified once all parties have signed a contract.
- Questionnaires
When you send out a questionnaire, you'll be notified once that questionnaire has been submitted back to you. When you send a questionnaire to multiple people, you'll be notified when each person submits their questionnaire.
Pro Tip: Once clients submit their questionnaire, they can always return to the questionnaire to update their answers and responses. Currently, there aren't any notifications when someone updates a previously submitted questionnaire (we'll be adding this soon!)
- Lead & General Tasks
Anytime a task outside of a project, whether it's a general ask or a task in a lead record, is assigned to a specific person, they are automatically notified. Once a task that you've assigned out has been completed, you'll be notified as well.
Once you've set a due date on a task in a lead checklist, you also have the option to set automated reminders to automatically send reminders to the person assigned to a task, so that nothing falls through the cracks.
Anytime you add a comment to a lead checklist task or general task, everyone who can see that lead or has been assigned that task will receive both an in-app and an emailed notification.
Pro Tip: To respond to your comments and keep the conversation going, anyone can just hit REPLY to the emailed comment notification and respond directly from their email, without having to log in. Responses will automatically be added to the comment stream in Aisle Planner.
❗️Additional Resources