Aisle Planner

Class is in session! We are excited to share all the most important info to help you get started and optimize your Aisle Planner account.

Aisle Planner Pro: Live Webinar Series

Let's get you situated so you can find your way around Aisle Planner!

An Intro to Aisle Planner's Navigation Menus

Set yourself up for success from the beginning by getting everything set up in your Settings!

🎥 An Intro to your Account Settings, Templates & Lead Manager

You'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!

🎥 An Intro to Your Project Tools

Technical Requirements for Using Aisle Planner

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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