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🎥 Setting Up Your Business Settings

Video Tutorial: Get your account set up with basic information about your business as well as currency, date and time format preferences.

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

Take a few minutes to set up your business settings in your new account.  We'll use this information to properly display things like your preferred currency, time and date format, as well as populate other areas in your Aisle Planner account, including information shown on invoices and quotes.

To set up your business settings, click on the Business Setting Icon tab towards the top right of your pro dashboard, then fill in the blanks.

  1. Business Address

  2. Business Phone Number

  3. Email

  4. Website

From there, adjust your currency, date and time preferences: 

  1. Set your default currency preferences (if other than USD) 

  2. Set your date format 

  3. Set your time format (12 hour or 24 hour time format)

We'll use these default settings to populate quotes, invoices, new projects and weddings you create in Aisle Planner.  You'll still be able to further customize and adjust these preferences 

Lastly, if you ever need to update the company name shown on your account, you can do that here as well.

*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!

Need a self guided tour? Click here.

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