HOW TO: Aisle Planner
Aisle Planner is an online planning platform that keeps all of our clients organized for everyone involved. As the main planning platform for our business, it’s important to keep it as up-to-date as possible!
Log in to www.aisleplanner.comwith your company sign-in invitation. Please ask Kristen if you need an invitation and/or access to specific clients.
New Client Set-up
- Click “Add Project” on the main dashboard page.
- A New Project pop-up will appear. Fill in all the appropriate information.
- Project Type – choose wedding or other for any other type of event.
- Template – based on their package they get, choose either Full Design and Production OR Just the Details. See contract for specifics.
- Features – keep all checked off
- The Couple – Add full names of the bride and groom.
- Click “Create”
- Invite Planning Partners
- – On the upper right hand corner, click the tab “Planning Partners”
- – Click “Add Client/Vendor” and add both Bride and Groom as clients with full access. Click “Send Invite”
- – Be sure to send clients the KME Aisle Planner Welcome Email.
- Releasing Content – once you release content, the page will be viewable by clients. Note: Client’s will be able to see whatever you see once you release it, so do notput any surprises on the timeline! For surprises, create a separate Note in Aisle Planner, restrict it to Planners ONLY, and insert notes there.
Release the following categories immediately:
- – Checklist – delete the ones they mentioned they won’t be using.
- – Calendar (automatically released)
- – Design Studio – for full service clients, release only after you have created an inspiration board and design board.
- – Guests
- – Contacts – Add KME as a booked vendor, then add the pdf signed contract as well as payment/invoice information. See Invoice and Payments.
- – Budget – Review and make adjustments as necessary. Aisle Planner as a formula which is in almost every scenario not in line with Hawaii standards. See KME Welcome Brochure for sample budget info.
- – Notes
- – Website
- Timeline
Look up sunset time for that particular day if it’s an afternoon wedding. Make sure the couple has time (either before the Welcome or during dinner hour) to skip away 30 minutes prior to and through sunset for photos.
Move forward and backwards from that time to determine the Ceremony start time and rest of the formal program.
Invoice and Payments
- Click on “Contacts”
Add every vendor they’re considering and have already booked to the Contacts. Click “Booked” for all vendors who are confirmed and have received a deposit.
First, add Kristen Moux Events as a booked Wedding Planner to the vendor list
On the right-hand column, in “Comments”, click and drag the PDF signed version of the contract and the invoice.
Click “Add to Contact” and then click “Invoice & Payments”
Enter invoice on the budget, then click “Add Invoice”
Under Invoice & Payments, click appropriately if this item is a part of an amount previously estimated on the budget and check all that apply.
Enter Invoice Amount as the invoice TOTAL, including tax and travel fees.
If a deposit was made, place the deposit amount below under “Amount” and click Paid. Enter the date it was paid on, if known.
Another field for the balance will pop up under Payment #2.
Choose appropriate due date (found on invoice or in email) and choose reminders 1 month before, 1 week before, and 1 day before. These reminders will be sent to the client’s and planner’s email at those selected times.
With every updated invoice we receive from the vendor or client, upload the newest version to Aisle Planner before saving the email and filing away. If receiving the invoice directly from the vendor, please send a copy to the client as notice to them of an updated invoice.
We’ll print the final versions just before the wedding date, so no need to print for the office unless otherwise instructed.