Your Getting Started Checklist
By Sara and 1 other2 authors11 articles
š„ 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.
š„Setting Up Your Custom BrandingVideo Tutorial: Create a beautifully branded client experience in just a few steps!
š„ Setting Up Your Contact LibraryVideo Tutorial: An Intro to Aisle Plannerās Contact Library
š„ 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!
š„ An Intro to your Account Settings, Templates & Lead ManagerSet yourself up for success from the beginning by getting everything set up in your Settings!
š„ 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