Plus, we've added additional lead statuses: followed up, consultation scheduled, cold. The giving away: Traditionally, the brides. Now you can track lead source, service, project, and event type, assign planners, and track the date you last contacted the lead! The Inspired Abode was the wedding planner, Marks Garden was the florist, and. none, client signature, client signature and counter signature).Īnd with our next release, you'll be able to download, preview, send, and collect signatures on the templates you've created! Updates to Lead Management Since this video was created, Aisle Planner has made some updates so some of the features will look a little different but this information is still applicable and helpful for you and your team. contract, proposal or brochure) and set the required actions (i.e. You can choose the document type you are creating a template for (i.e. To create a Document Template, click on Templates in the menu on your Planner Dashboard and then on Document Templates. From there, simply click Add New to start building out the template. Document TemplatesĪs we put the final touches on Proposals and Contracts we wanted to give you the opportunity to prepare your contracts, proposals, and information sheets to start using at our next release! You can access that same settings modal by clicking "Settings" (in the upper right hand corner) when you have clicked into a wedding. Pro Tip: Want to change the name of your wedding project from the default names? Simply click "Edit Settings" under the wedding project on your Planner Dashboard and edit the project name in the modal that pops up. Now your notifications, default Checklist and Budget templates, and categories are generically worded to accommodate the full range of events and projects you might be planning. When you create a Project that is not a wedding, all references to "weddings, brides, grooms, etc." have been removed from the tools. Whether you are planning a corporate event, private party, photoshoot, or personal project, you can name the project whatever you'd like and that is what you'll see on your dashboard. When you select Other, you'll see area for a Project Name appear. When you select Wedding everything you know about Aisle Planner (templates, communication, etc.) will be the same - no change there. Now when you log into your Aisle Planner account you'll see "Add Project" instead of "Add Wedding." When you click on "Add Project," you'll be able to select the type of project you are planning: wedding or other. Plus, we've made updates to our Lead Management tool to help you keep on track and up-to-date with all of those clients you are going to book! (Yes, we have been busy over here!)
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