September 15, 2021

Wedding Planner Software | Aisle Planner Training

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Are you looking for a wedding planner software to keep you organized OR a fabulous crm to elevate your business?

Are you wondering what all the hype is about when it comes to Aisle Planner?

Are you nervous to sign up, when you don’t know what makes this planning portal so unique?

We thought so! 

That’s why I recorded a LIVE deep dive into the Aisle Planner planning portal with our team.  And now, I’m excited to share it here with you today!



Get the inside scoop on our 1-on-1 LIVE Aisle Planner Training, where we’ll cover things like contracts, payments, design within the program, layouts, and more!


Let’s dive in!



0:21 – Savannah shares how she started working with Aisle Planner

9:07 – Are there resources AP provides to help us educate our couples on how to use AP best? Yes! Let’s Dive In!

18:09 – Using the lead manager

19:25 – Marketing Listings

24:08 – Can you upload vendor contracts into AP?

34:36 – Design Studio – How to create professional style guides within Aisle Planner

55:19 – How to make a layout on AP

1:05:45 – What are some of your favorite AP features in the works (that you’re allowed to tell us about, of course!)?

1:09 – What is the best way to transfer all clients to AP from another contract + payment platform?

1:14 – Skylar talks about client care with Aisle Planner and talks about how she is using AP for her entire client experience and asks, “What’s the coolest way you’ve seen a planner use Aisle Planner?”

1:18:30 – Savannah talks about the resources in their Pro Vault

1:22:30 – How To Let Clients Know That They Can Update Questionnaires – Using Notes

1:23:26 – Can you bulk assign tags to the client?  And, the workaround!


This session was absolutely a game-changer for our team and is shaping how we’ll be using Aisle Planner to uplevel our planning and design experience with our clients. 

I’m beyond thankful for a platform that helps us escape all the emails, files, folders, AND keeps us looking super professional throughout the entire planning process.



Wedding planner training. Get the inside scoop on our 1-on-1 LIVE Aisle Planner Training, where we'll cover things like contracts, payments, design within the program, layouts, and more!

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Chancey Charm

Welcome to Chancey Charm! We’re a team of experienced wedding planners, in destination wedding locations across the country. With over 200 published weddings and editorials under our brand, we’ve served 650+ happy couples with custom design boards and inspirational sketches since 2011. We’ve been named a top planner by Southern Living Magazine and featured on Martha Stewart.

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