Getting Started

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

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15 articles in this collection
Written by Christina Farrow
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
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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.
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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!
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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
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Written by Christina Farrow
Updated over a week ago

🎥 Setting Up Your Contact Library

Video Tutorial: An Intro to Aisle Planner’s Contact Library
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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
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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
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Written by Christina Farrow
Updated over a week ago