Your Getting Started Checklist
By Sara and 1 other2 authors11 articles
- 🎥 Personalizing your Account with A User Profile PhotoVideo Tutorial: Add or change your user profile photo in 3 easy steps
- Setting Up Your Business SettingsGet your account set up with basic information about your business as well as currency, date and time format preferences.
- 🎥Setting Up Your Custom BrandingVideo Tutorial: Create a beautifully branded client experience in just a few steps!
- 🎥 Setting Up Your Contact LibraryVideo Tutorial: An Intro to Aisle Planner’s Contact Library
- 🎥 Adding Your Team To Your Aisle Planner AccountVideo Tutorial: More than a company of one? Add additional users, manage what projects they have access to & manage permissions.
- More on Granular Privacy Settings and Permissions for Pro Users On Your AccountFine-tune your privacy and permission settings for your team members on your account
- Aisle Planner Pro: Live Webinar SeriesClass is in session! We are excited to share all the most important info to help you get started and optimize your Aisle Planner account.
- An Intro to Aisle Planner's Navigation MenusLet's get you situated so you can find your way around Aisle Planner!
- 🎥 An Intro to your Account Settings, Templates & Lead ManagerSet yourself up for success from the beginning by getting everything set up in your Settings!
- 🎥 An Intro to Your Project ToolsYou'll be able to learn everything you need to know about the tools within each of your projects so you can plan and execute with ease!
- Technical Requirements for Using Aisle Planner