Aisle Planner

Video Tutorial: Prep and personalize your projects before inviting and onboarding your clients

🎥 What To Do Before Inviting your Clients into Aisle Planner

Tips to make it easy to onboard your clients onto Aisle Planner

Introducing Your Clients to Aisle Planner

Prep each tool and then release it out of preparation mode to share with clients.

About Preparation (or Prep) Mode

Ideas to help your clients feel right at home in their project, right from the start

5 More Things You Can Do Before Inviting A Client Into Aisle Planner

Webinar: Ideas to help you introduce your clients to your online client portal.

🎥 Onboarding Your Clients Onto Aisle Planner

Sara Kincaid

Before Inviting your Clients into 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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.