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Getting Started
Welcome! We're Happy You're Here!
πŸŽ₯ An Intro to your Account Settings, Templates & Lead Manager
πŸŽ₯ An Intro to your Account Settings, Templates & Lead Manager

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

Christina Farrow avatar
Written by Christina Farrow
Updated this week

Welcome, Pro. This video will be a guide to your account setup and some foundational first steps to set you up for success using Aisle Planner.

This video is a great starting point, and the Help Center is here to answer any questions you have along the way. For in-depth guidance, our friendly support team is just a click awayπŸ‘‹.

Let's dive in!

Finished with Part 1? Watch Part 2: Intro to Project Tools HERE!

For deeper dives, step-by-step or instructional videos for specific tools, please visit your Help Center located just under your name in the upper right corner.

If you can't find what you are looking for and have specific questions, you can reach out to Customer Support from the chat feature in the lower right of your screen.

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