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Get to know Aisle Planner - High Level Overview Video

Aisle Planner Pro Overview

In this video, I will show you how to upload a floor plan and set it to scale in aisle planner. You will learn how to start with a blank canvas, upload an image, and set the image to scale using a distance between two points. No full room specifications are required. Once the image is set to scale, you can start applying objects to it. Action: Watch the video to learn how to upload and scale a ...

This video will show you how to create a contract template and apply merge and input fields. Merge fields populate data you have into your contract and Input fields allow you to provide a place for your clients to input information you need. Your Proposals work the same as your contracts, except those are single signature, client approval, documents.

Hey there, Christina here from Aisle Planner. In this video, I'll walk you through how to update your global notification settings in Aisle Planner. I'll show you step-by-step how to access your account, navigate to the notifications tab, and customize your notification preferences. Whether you want to turn notifications on or off, this tutorial will guide you through the process. Stay tuned fo...

Layouts - Creating Custom Shapes using the Path Tool

Hi there! In this video, I'll be sharing some tips and tricks for using the layout tools in Isle Planner. I'll also introduce a new feature that we've recently added. You'll learn how to zoom in and out, pan left and right, and fit your layout to the screen. I'll also mention the keyboard shortcuts available and where to find a complete list of shortcuts. These tips will help you navigate the l...

In this video, we will show you how to adjust your project notifications in two different ways. You can either access your project settings from the project dashboard or from within a project itself. I will guide you through the steps and explain important details, such as how the changes will only affect the selected project and not others, and how it won't impact your default notifications or...

n this video, I'll show you how to batch your email notifications on our platform. Did you know that you can customize how you receive notifications? By following a few simple steps, you can choose to receive your notifications as they happen, grouped with others near the same time, or batch all of your email notifications daily. This feature allows you to manage your notifications more efficie...

Uploading Your Guest List With Templates

Introducing The Note Index

Hi there! I'm excited to share with you our latest update where you can now save project note cover images to your templates. To do this, simply head into a project, visit the notes tab, and add a cover image by clicking "edit cover image" from the three dot more menu. Crop the image to your desired preview and click save. Once the image is uploaded, click "save as template" from the three dot ...

Curious to know how your clients are finding you? Customize and manage your lead sources by adding them into your lead settings so you can easily track how your leads are finding you. To get started, head on over to the Sales tab to access your Lead Manager and follow these easy steps! Click on the black Actions button toward the top right of your screen. Select the Manage Lead Settings option ...

Personalize your notes and make them shine with custom design headers.