Templates

Custom templates help you provide a unique client experience AND empower you to get more done faster. Learn more!

18 articles in this collection
Written by Christina Farrow and Francine Ribeau

Getting Started With Templates

An Intro to Templates

Video Tutorial: Learn more about the templating options in Aisle Planner

Written by Christina Farrow
Updated over a week ago

Template Ideas

Need some ideas on where to get started with templates? Here are some of our go-to suggestions!

Written by Christina Farrow
Updated over a week ago

Deleting A Template

Learn how to delete any template you've created in Aisle Planner

Written by Christina Farrow
Updated over a week ago

How and Where to Use Merge and Input Fields

How do you know which type of merge or input field to use and where? We break it down for you here.

Written by Francine Ribeau
Updated over a week ago

Project Templates

An Intro to Project Templates

Video Tutorial: Personalize your checklist and budget with custom project templates

Written by Christina Farrow
Updated over a week ago

Changing Project Templates

Need to change the checklist or budget once you've created a project or event? Here's more information.

Written by Christina Farrow
Updated over a week ago

Timeline Templates

Creating Custom Timeline Templates

Jump start your timeline creation process by creating timeline templates for all the different types of weddings or events you plan.

Written by Christina Farrow
Updated over a week ago

Note Templates

Creating Custom Note Templates

Create as many note templates as you want and then quickly and easily import them into any event or project.

Written by Christina Farrow
Updated over a week ago

Ideas for Note Templates

As wedding pros ourselves, we've created some really great note templates that has helped our own businesses - here's our list!

Written by Christina Farrow
Updated over a week ago

Adding Custom Graphic Headers to Note Templates

Personalize the look and feel of your notes templates by adding custom headers

Written by Christina Farrow
Updated over a week ago

Document Templates

An Intro to Document Templates

Speed up your booking workflow by creating beautiful brochure, proposal, contract and questionnaire templates in Aisle Planner

Written by Christina Farrow
Updated over a week ago

Creating Brochure Templates

Make a great first impression with custom brochures in Aisle Planner!

Written by Christina Farrow
Updated over a week ago

Creating Proposal Templates

Create and send beautiful proposals quickly and easily with proposal templates!

Written by Christina Farrow
Updated over a week ago

Creating Contract Templates

Save time and create contract templates so you can send contracts quickly and easily for all of your future bookings.

Written by Christina Farrow
Updated over a week ago

Creating Questionnaire Templates

Save time and create questionnaire templates so you can quickly & easily request information from both prospective clients & booked clients

Written by Christina Farrow
Updated over a week ago

Adding Input and Merge Fields in Proposals and Contracts

Personalize proposals and contracts with merge fields and save valuable time when asking clients for information with input fields.

Written by Francine Ribeau
Updated over a week ago

Invoice Templates

Creating Invoice Templates

Save time with unlimited invoice templates

Written by Christina Farrow
Updated over a week ago

Email Templates

Intro to Email Templates

Set-up as many email templates as you like to easily and quickly send emails without the need to search for personalized details.

Written by Francine Ribeau
Updated over a week ago