Client Experience
Learn everything you need to know about working with your clients in Aisle Planner
By Sara1 author17 articles
- Creating your Custom Branded Login Page for your ClientsProvide a beautiful client experience by setting up your custom login page for your clients to access their project on Aisle Planner.
- Adding a Custom Client Login Link on Your Squarespace WebsiteMake it easy for your clients to access your custom branded login page
- Adding a Custom Client Login Link on Your Wordpress WebsiteMake it easy for your clients to access your custom branded login page
- Adding a Custom Client Login Link on Your Showit WebsiteMake it easy for your clients to access your custom branded login page
- Adding a Custom Client Login Link on Your Wix WebsiteMake it easy for your clients to access your custom branded login page
- 🎥 What To Do Before Inviting your Clients into Aisle PlannerVideo Tutorial: Prep and personalize your projects before inviting and onboarding your clients
- Introducing Your Clients to Aisle PlannerTips to make it easy to onboard your clients onto Aisle Planner
- About Preparation (or Prep) ModePrep each tool and then release it out of preparation mode to share with clients.
- 5 More Things You Can Do Before Inviting A Client Into Aisle PlannerIdeas to help your clients feel right at home in their project, right from the start
- 🎥 Onboarding Your Clients Onto Aisle PlannerWebinar: Ideas to help you introduce your clients to your online client portal.
- 🎥 Adding a Client to their Wedding or ProjectVideo Tutorial: Collaborate with your clients and plan better together by inviting them to their project in Aisle Planner
- Using Comments to Collaborate in Aisle PlannerCut down on email overload & use Aisle Planner's comment feature to communicate & collaborate with your clients
- I invited my client to their wedding / project, but they haven’t received their invitation. What should I do?
- What To Do If Your Client Cannot Login
- I invited a client to their project - why can’t they can’t see their planning tools?Be sure that each tool has been released out of Prep Mode. Learn more here.
- What Do My Clients See In Aisle Planner?Ever wonder what your couples see when they log onto Aisle Planner or receive notifications? Learn more here!
- Can My Client See Their Archived Event or Project?Offboarding Your Clients and Archiving Projects