When it comes to storing and sharing information with clients throughout the planning process, Aisle Planner's Notebook feature is a great place to keep track of it all.  

Our note templates feature allows you to create templates of your most used Notes as well as documents that have been living somewhere else on your computer. From welcome notes to design questionnaires and song list worksheets to floral requests for proposals and ceremony details – create as many note templates as you want and then easily import them into any event or project. 

To create your first note template, head on over to the Business Settings Icon menu, which you'll find towards the top right of your Pro Dashboard and follow the steps below!

Step 1: Navigate to the Notes Templates area


Click on the Templates tab towards the top of your screen and select the Notes option, which you'll see on the left.


Step 2: Create a new note template


Click on the gold Add New Button. 

Step 3: Give This Template A Name


The first thing you'll want to do is give your new template a name for future reference. Naming your templates is SUPER important, so you won't have any challenges finding the right template that you need down the road.   

Step 4: Set Up Your Note Heading


If you've already set up your company branding, we'll automatically pull in your company logo at the top. But if your note template has a great big white space at the top, take a moment to head over to your branding center, where you can upload your logo for a better branded experience in Aisle Planner.

As a side note: You have the option to hide this heading if you prefer to get creative and use your own custom heading by adding your custom heading in as an image (see example below). Just uncheck the SHOW HEADING box to the right of this brochure template.

Pro Tip: You can learn more here and see more examples of why you might want to take advantage of this much loved feature!

Step 5: Add In Your Content


You have two options for adding content within a note template. You can either upload a file to be displayed as a note OR use the rich text editor to create your note from scratch.

To upload a file, check the box titled "Use File Upload for Note" and follow the prompts to upload your file. Once uploaded, the displayed file cannot be edited, however, you can always delete and upload a new file to display any updates.

To create a note using our rich text editor, click directly into the note to add content or to edit the note.

This will open the document editing window, where you can add in the content of your note template. You can type in your content from scratch, or copy and paste text into the document editor, and then use the rich text menu towards the top for formatting. 

In addition to text, you can also add images into your note template. To include an image, a pre-designed collage of images, a sketch or a graphic, place your cursor where you'd like to add the image file and click on the Insert Image icon from the formatting menu, then select the image file from your computer. Images will need to be in either a JPG or PNG file. 


Step 6: Save Your Work!

Once you've completed your updates, click on the gold Save and Close button to close your note editor.


Step 7: Done and DONE!


Now that you're set, click on the gold Done button to your top left, and you're set!

What Next?

Now that you've set up this note template, you'll be able to use this template to quickly and easily create new notes to share with your clients and planning partners within the notes tab of each project.

Don't worry, you can always further update and adjust your notes for each client from within a project as needed, but setting up your templates will give you a great head start. 

You can also make updates to your note templates down the road, but please note, any updates you make to a template will not affect existing notes within your projects. Your changes will only affect new notes created from note templates moving forward.

Pro tip: Need some ideas for Note Templates to get you started?  Click here.

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