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Getting Started
New to Aisle Planner? Start here! Learn how to set up your account, branding and custom templates.
Live WebinarsClass is in session! We are excited to share all the most important info to help you get started and optimize your Aisle Planner account.
🎥 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 Account Settings, Templates & Lead ManagerSet 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