New to Aisle Planner? Start here! Learn how to set up your account, branding and custom templates.
By Christina1 author15 articles
🎥 Welcome to Aisle PlannerVideo Tutorial: An Intro to your Account
An Intro to Aisle Planner's Main Navigation MenusWe'll be making some updates to better organize our tools. Check out the updates here!
🎥 An Intro to your SettingsSet yourself up for success from the beginning by getting everything set up in your Settings!
🎥 An Intro to your Project ToolsYou'll be able to learn everything you need to know about the tools within each of your projects so you can plan and execute with ease!
🎥 An Intro to your Pro DashboardUse these tools (only visible to you and your team members) to help better manage your business!
Technical Requirements for Using Aisle Planner
🎥 Personalizing your Account with A User Profile PhotoVideo Tutorial: Add or change your user profile photo in 3 easy steps
🎥 Setting Up Your Business SettingsVideo Tutorial: Get your account set up with basic information about your business as well as currency, date and time format preferences.
🎥Setting Up Your Custom BrandingVideo Tutorial: Create a beautifully branded client experience in just a few steps!
🎥 Adding Other Members of Your Company to Your Pro Account - OLD update tutorialVideo Tutorial: More than a company of one? Learn how to add additional pro users and manage what they have access to in your pro account
🎥 Setting Up Your Contact LibraryVideo Tutorial: An Intro to Aisle Planner’s Contact Library
🎥 Adding Pro Users To Your Aisle Planner AccountVideo Tutorial: More than a company of one? Learn how to add additional users, manage what projects they have access to & manage permissions
More on Granular Privacy Settings and Permissions for Pro Users On Your AccountFine tune your privacy and permission settings for your team members on your account