Aisle Planner Pro's notebook, which you'll find in each and every project, is the perfect place to keep everything from meeting notes, packing lists, creative ideas, floral RFP's, links to resources across the web and more. Create them ALL in AP Pro and benefit from having everything in ONE place - so you’ll always know where to find what you need, and your team and clients can easily access them to stay updated and add their own notes and shortcuts as you plan.
Need some ideas? We got you covered! Scroll on below...
Ideas for Notes
Beyond general note taking and list making, we love to use Aisle Planner Pro's Notebook feature to create helpful and proactive information and uniquely customized planning guides and worksheets for that ideal (and one-of-a-kind) client experience. Here's some ideas to help get you started!
Client Welcome Note
What to Expect Throughout the Planning Process
Intro to Aisle Planner (check it out here!)
Preferred vendor list
Meeting Notes
Cake / Catering Tasting Notes
Design Detail Notes
Mood Boards (like this)
Planning Guide: Ceremony Guide (take a peek)
Planning Guide: Wedding Registry Guide
Planning Guide: Ceremony/First Dance Song Recommendations
Planning Guide: Cake 101
Planning Guide: Invitation Etiquette
Planning Guide: Destination Guide (hotels, accommodations, activities, etc.)
Planning Guide: Gratuity Cheat Sheet (check it)
Planning Guide: Wedding Insurance Information (you never know)
Planning Guide: Marriage License Information (guides like these are always helpful)
Planning Worksheet: Floral needs list (or Floral RFP)
Planning Worksheet: Bar & Beverage Worksheet (like this one)
Planning Worksheets: Song Lists for the DJ
Planning Worksheets: Shot lists for the Photographer
Packing List (never forget a thing)
Production Lists, Set up Checklists & Strike Lists (keep your sanity in check on event days)
Ideas for Shortcuts
We love that shortcuts are an easy way to link planning resources outside of Aisle Planner Pro to keep everything organized and in one place. Here's some fun ways we like to make the most out of this new notebook feature!
Link to your client's Pinterest board
Link to your calendar scheduler (such as our internal Scheduling Assistant) to make it easy for clients to schedule calls with you
Link to google docs or google spreadsheets
Link to planning videos, tutorial videos or even pre-recorded site/venue tours
Link to helpful planning articles or blog posts on your website
Link to an intro to Aisle Planner video
Link to Wedding Registries
Link to social media
Need more inspiration?
Here's some excerpts from our very own notebooks to help get you started:
Welcome Note / Planning Process Overview
Intro To Aisle Planner
Ceremony Guide
Ceremony Details Worksheet
Vendor Gratuity Guide
Bar & Beverage Menu Worksheet
Invitation Etiquette Guide
Design Inspiration or Mood Boards
Marriage License Information
Packing List for the Event Day
Wedding Insurance Information
Wedding Registry Guide
Destination/Travel Guides
Destination Wedding Packing List Ideas (just for fun!)
Other Articles You Might Like