Templates
Custom templates help you provide a unique client experience AND empower you to get more done faster. Learn more!
By Sara and 1 other2 authors27 articles
- An Intro to TemplatesLearn more about the templating options in Aisle Planner
- Template IdeasNeed some ideas on where to get started with templates? Here are some of our go-to suggestions!
- Deleting A TemplateLearn how to delete any template you've created in Aisle Planner
- How and Where to Use Merge and Input FieldsHow do you know which type of merge or input field to use and where? We break it down for you here.
- 🎥 An Intro to Your Note Template Index
- Creating Custom Note TemplatesCreate as many note templates as you want and then quickly and easily import them into any event or project.
- Ideas for Note TemplatesAs wedding pros ourselves, we've created some really great note templates that has helped our own businesses - here's our list!
- 🎥 Customizing Your Headings In Note TemplatesPersonalize the look and feel of your notes templates by adding custom headers
- Creating Object Templates for LayoutsObject templates make it easy to import you most-used objects easily into project layouts
- Organizing Your Layout & Object TemplatesBest practices for well organized layout templates
- How to Save a Layout as a TemplateHave an existing layout you'd like to save to your layout templates? Read on to learn more!
- How to Create A New Layout Template
- An Intro to Document TemplatesSpeed up your booking workflow by creating beautiful brochure, proposal, contract and questionnaire templates in Aisle Planner
- Creating Brochure TemplatesMake a great first impression with custom brochures in Aisle Planner!
- Creating Proposal TemplatesCreate and send beautiful proposals quickly and easily with proposal templates!
- 🎥 Creating Contract TemplatesSave time and create contract templates so you can send contracts quickly and easily for all of your future bookings.
- Creating Questionnaire TemplatesSave time and create questionnaire templates so you can quickly & easily request information from both prospective clients & booked clients
- 🎥 Adding Input and Merge Fields in Proposals and ContractsPersonalize proposals and contracts with merge fields and save valuable time when asking clients for information with input fields.