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An Intro to Aisle Planner's Scheduling Assistant
An Intro to Aisle Planner's Scheduling Assistant

Tutorial: Creating and Sharing scheduling links with clients and vendors directly from your Aisle Planner account

Christina Farrow avatar
Written by Christina Farrow
Updated over 2 months ago

As busy entrepreneurs and event pros, consolidating all of your business and client management tools onto one platform and behind one login is the first step in streamlining business processes and getting more time back in your day.

The Scheduling Assistant in Aisle Planner allows you to set up multiple event types, integrate your third-party calendar, and directly share links with your client to schedule meetings, consultation calls, and other types of appointments.

You can create any amount of event types each with its own set of details, like durations, availability windows, pre-meeting questions, and more, ensuring that you have all the information you need to stay on top of meetings and ensure you are prepared for they 'why' behind the session.


Getting Started with the Scheduling Assistant

To start utilizing the Aisle Planner Scheduling Assistant, you must first integrate your calendar through your account settings. Head to your accounts settings, and click on the Integrations tab. You will see an option for calendar integration. Click the connect button to link your account.

Please note, you can only link one email account to the scheduler. If you need the assistant to review multiple calendars to determine availability, please link those calendars externally in your 3rd party email platform.

Calendar Integration

Select an external calendar to connect/sync and then click the black CONTINUE button.

  • Calendar syncing is currently available with Google Calendar, Apple iCloud Calendar (iCal) or Microsoft Calendar.

  • Follow the prompts to complete integration and account authentication

Upon initial integration you will be required to log in to your email account and complete a short setup process. This process will grant Aisle Planners scheduler access to your calendar as well as set the level of permission or access you would like the scheduler to have. We recommend giving the scheduler full access to ensure there are no issues in future scheduling options.


Finding your Scheduling Assistant in your Aisle Planner account

Once you've connected your external account, head to your Scheduling Assistant manager to create your event types and scheduling pages.

You can access your scheduler in two ways:

  • From the Integrations tab in your business settings, click the gold 'manage' link from the calendar integration card

  • From your main calendar in the top navigation bar, click on the "Scheduling" tab (please note, this tab will NOT be visible until users have set up their integration.


Creating Event Types and Scheduling Pages

The "Scheduling" tab in your master calendar will serve as your main hub for your Scheduling Assistant, where you can see all of the scheduling pages you've created. It also serves as an easy jumping-off point to grab scheduling links, preview scheduling pages, make further edits to existing scheduling pages, copy your scheduling page URL, delete and create new scheduling pages. You can create as many scheduling pages as needed based on the types of appointments and meetings you offer.

Creating a New Scheduling Page

Click on 'Create New' Button and follow the prompts to customize your scheduling page.

  • Title - This is the title of the event and the info that will appear once the event is booked, for example '30 minute consultation call' or 'two hour engagement photo session'

    • You can customize the title further by adding dynamic content (merge fields) for invitee name, email and duration

      • to create dynamic fields, enter a $(dollar sign) and the select the option provided you would like to auto-fill

  • Duration - length of booking time block

  • Location Type (if it always is the same mode of communications - video call, phone call, etc)

  • Availability - days/times available for booking

  • Participants - who is required to be on the call (if multiple team members/joined calendars need to be included)

  • Booking options - Before and after buffers, how many of a specific event can be booked in a day, cancellation and new event booking limits, and booking messaging

  • Booking form - context questions for the purpose of the call and additional information

  • Customize Communications to the invitee

For a more in-depth tutorial on Scheduling Page Customization, refer to this article on creating scheduling event pages.


Sharing your Scheduling Page / Event

Once you've created your scheduling pages, you will be able to COPY the link for each scheduling page to share, using the 3-dot more menu to the right of each scheduling page.


Disconnecting the Scheduler Integration

To disconnect the scheduling assistant integration, navigate to the Integrations tab under account settings and click the gold 'disconnect' link in the calendar integration card.

You will be asked to confirm that you would like to disconnect your calendar - click Disconnect to proceed with the removal.

Please Note: Once a scheduler is disconnected, any scheduling links you have previously sent to 3rd parties to allow them to schedule with you will no longer be available. You will need to reconnect your email to allow booking options to continue to be functional.


Don't see the option to integrate your calendar?

Reach out to your account owner and ask about integration permissions.


Additional Resources

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