Getting Started

New to Aisle Planner? Start here! Learn how to set up your account, branding and custom templates.

15 articles in this collection
Written by Christina Farrow

Welcome! We're Happy You're Here!

🎥 Welcome to Aisle Planner

Video Tutorial: An Intro to your Account

Written by Christina Farrow
Updated over a week ago

An Intro to Aisle Planner's Main Navigation Menus

We'll be making some updates to better organize our tools. Check out the updates here!

Written by Christina Farrow
Updated over a week ago

🎥 An Intro to your Settings

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

Written by Christina Farrow
Updated over a week ago

🎥 An Intro to your Project Tools

You'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!

Written by Christina Farrow
Updated over a week ago

🎥 An Intro to your Pro Dashboard

Use these tools (only visible to you and your team members) to help better manage your business!

Written by Christina Farrow
Updated over a week ago

Technical Requirements for Using Aisle Planner

Written by Christina Farrow
Updated over a week ago

Your Getting Started Checklist

🎥 Personalizing your Account with A User Profile Photo

Video Tutorial: Add or change your user profile photo in 3 easy steps

Written by Christina Farrow
Updated over a week ago

🎥 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.

Written by Christina Farrow
Updated over a week ago

🎥Setting Up Your Custom Branding

Video Tutorial: Create a beautifully branded client experience in just a few steps!

Written by Christina Farrow
Updated over a week ago

🎥 Adding Other Members of Your Company to Your Pro Account - OLD update tutorial

Video 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

Written by Christina Farrow
Updated over a week ago

🎥 Setting Up Your Contact Library

Video Tutorial: An Intro to Aisle Planner’s Contact Library

Written by Christina Farrow
Updated over a week ago

🎥 Adding Pro Users To Your Aisle Planner Account

Video Tutorial: More than a company of one? Learn how to add additional users, manage what projects they have access to & manage permissions

Written by Christina Farrow
Updated over a week ago

More on Granular Privacy Settings and Permissions for Pro Users On Your Account

Fine tune your privacy and permission settings for your team members on your account

Written by Christina Farrow
Updated over a week ago

Other Things You Should Know

More About Your Free 30-Day Trial

What's included in your free trial? Learn more here!

Written by Christina Farrow
Updated over a week ago

How to Subscribe

Choose a plan that best suits your needs and start your subscription!

Written by Christina Farrow
Updated over a week ago