Templates
Custom templates help you provide a unique client experience AND empower you to get more done faster. Learn more!
An Intro to TemplatesLearn more about the templating options in Aisle Planner
Template IdeasNeed some ideas on where to get started with templates? Here are some of our go-to suggestions!
Deleting A TemplateLearn how to delete any template you've created in Aisle Planner
How and Where to Use Merge and Input FieldsHow do you know which type of merge or input field to use and where? We break it down for you here.
🎥 An Intro to Your Note Template Index
Creating Custom Note TemplatesCreate as many note templates as you want and then quickly and easily import them into any event or project.
Ideas for Note TemplatesAs wedding pros ourselves, we've created some really great note templates that has helped our own businesses - here's our list!
🎥 Customizing Your Headings In Note TemplatesPersonalize the look and feel of your notes templates by adding custom headers
Creating Object Templates for LayoutsObject templates make it easy to import you most-used objects easily into project layouts
Organizing Your Layout & Object TemplatesBest practices for well organized layout templates
How to Save a Layout as a TemplateHave an existing layout you'd like to save to your layout templates? Read on to learn more!
How to Create A New Layout Template
An Intro to Document TemplatesSpeed up your booking workflow by creating beautiful brochure, proposal, contract and questionnaire templates in Aisle Planner
Creating Brochure TemplatesMake a great first impression with custom brochures in Aisle Planner!
Creating Proposal TemplatesCreate and send beautiful proposals quickly and easily with proposal templates!
🎥 Creating Contract TemplatesSave time and create contract templates so you can send contracts quickly and easily for all of your future bookings.
Creating Questionnaire TemplatesSave time and create questionnaire templates so you can quickly & easily request information from both prospective clients & booked clients
🎥 Adding Input and Merge Fields in Proposals and ContractsPersonalize proposals and contracts with merge fields and save valuable time when asking clients for information with input fields.