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How to Use Aisle Planner Like a Pro: Ebook

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How to Use Aisle Planner Like a Pro: Ebook HOW TO USE AISLE PLANNER LIKE AN Expert Wedding Planner HANDBOOK WRITTEN BY Hey There! I'm elated you now have your hands on this great handbook! Professional Wedding Planners all over the country are using Aisle Planner to plan their client's weddings. This is the actual management software our team uses! Now, not only can you access Aisle Planner for free (or super low cost for no ads) you have this handbook to guide you through the main aspects and planning tools. While using AIsle Planner and this handbook you will focus on your budget, timeline, guest list, to do list and wedding website creation. Plus I've added bouses at the end of this handbook! Create your very own Aisle Planner account now, click here. Need more expert help? Join us on Facebook in our Online Wedding Planning Community. A free group for engaged couples to get rid of the stress and enjoy planning their wedding! Click here to join us! Cheers! © 2 0 1 0 - 2 0 1 8 A N N A B E L L E E V E N T S , L L C . A L L R I G H T S R E S E R V E D Table of Contents 3 . W E D D I N G T I M E L I N E 4 . B U D G E T E X P E N S E S 8 . G U E S T L I S T 1 2 . W E D D I N G W E B S I T E C R E A T I O N 1 5 . V E N D O R D A T A B A S E 1 7 . B O N U S : S E A T I N G & L A Y O U T Getting Started The very first step is signing up for your Aisle Planner account and setting it up! Once you are signed up, sign in and click Start Planning! That will take you here to begin your profile: After registration take the time for the tour of Aisle Planner. then start utilizing the rest of this handbook to navigate it like a pro! 3. © 2 0 1 0 - 2 0 1 8 A N N A B E L L E E V E N T S , L L C . A L L R I G H T S R E S E R V E D Wedding Timeline As details begin to come together and vendors are getting booked it's time to begin working through your Wedding Timeline. We recommend starting it early and thinking of it as a draft. Revising it to fit how you envision the day to flow and what is needed by the vendors you book. Be sure to bring it to every vendor meeting and ask for their input along the way! BUILDING YOUR TIMELINE 1Aisle Planner starts you off with all the essential milestones of your wedding day! 1. Go line by line and remove what you know 100% you won't have on your wedding day 2. As you plan add in times things are set in stone (make sure to check AM and PM) and everything will be listed in chronological order Adding days to your timline: You can add days before and after your wedding day by clicking the left button circled above. This is great to do for your vendor's load in and setup details. Also for your family that may be doing returns of rentals or pickups for you. Exporting your timeline to share: Click the button we have circled on the right corner above to export as a PDF. Then share this with all your vendors and needed family members. 3. © 2 0 1 0 - 2 0 1 8 A N N A B E L L E E V E N T S , L L C . A L L R I G H T S R E S E R V E D Budget & Expenses The Budget Tool is your go-to place to manage your expenses and the payments. First, you will determine your budget. This is a great time to pop into our community for tips and real budget examples. You will create a line item budget for each vendor or service. Click Here to Join Us Second, as you are booking vendors will be able to input their total contract amount and payments paid. Be sure to input all your infomration to stay organized and most importantly within your budget. SETTING UP YOUR BUDGET TOOL GUIDE Step One: Click budget on the toolbar 4. © 2 0 1 0 - 2 0 1 8 A N N A B E L L E E V E N T S , L L C . A L L R I G H T S R E S E R V E D Budget & Expenses Step Two: Click Manage Categories Step Three: Create Budget Estimates for all Vendors 1. Enter your total budget in the top field 2. Keep "Enable per-category budgets" checked to ensure you have our expert estimates in place. You can always uncheck and recheck this to see the difference 3. Delete any vendors you do not plan to use by hovering to the left and clicking the trash can 4. Reorder vendors to your preference and importance 5. Add any vendor categories not already included 6. If you already know an exact amount for a vendor input it and the "locked" box will auto select. This will allocate remaining funds to other vendors. 7. Keep an eye on the bottom numbers to ensure you are utilizing all your budget and not exceeding it 8. Click close when you complete this. Keep in mind you can always pop back in and make updates, getting initial numbers in is a great start! 5. © 2 0 1 0 - 2 0 1 8 A N N A B E L L E E V E N T S , L L C . A L L R I G H T S R E S E R V E D Budget & Expenses MANAGING YOUR BUDGET TOOL GUIDE When in the budget tool there are a number of areas that will vary based on your wedding. The numbers and items shown will be based on how you setup your budget. 1. Your Overall Budget Amount 2. The actual categories listed 3. The actual dollar amounts listed in the columns 6. © 2 0 1 0 - 2 0 1 8 A N N A B E L L E E V E N T S , L L C . A L L R I G H T S R E S E R V E D Budget & Expenses Inputting Your Vendor Expenses & Payments For each vendor you can customize it as follows: Red Circled Items are changed by you: 1. Title of Item (great place to put the vendors name) 2. Actual amount spent 3. Payments made Blue Circled Items are automatic: 1. The difference will auto populate based on the expert averages you created your budget with 2. The amount due will auto populate based on the payments you have entered 7. © 2 0 1 0 - 2 0 1 8 A N N A B E L L E E V E N T S , L L C . A L L R I G H T S R E S E R V E D Guest List The Guest Tool is your place to collect all your addresses and manage so many details for each of your guests. First you need to create your guest list within Aisle Planner. 1. You can import a spreadsheet you may have already started. 2. Or manually enter your guest list at its current state. Click "add guest" and an information window will pop up to enter details. CREATING YOUR GUEST LIST In the next few pages will cover the following guest list features: 1. Adding and managing guest details Viewing a snapshot of your guest list for quick reference 3. How to download your guest list +++ what all those reports really are. 8. © 2 0 1 0 - 2 0 1 8 A N N A B E L L E E V E N T S , L L C . A L L R I G H T S R E S E R V E D Guest List ADDING & MANAGING GUEST DETAILS Once you have added a guest they will show up in your list. From there click their name for more details. In the above pop up detailed window you can view and add lots of important items. The more you input the more you will have on the reports that are created based on your guest list. This can be very handy when sending thank you notes and determining your final guest counts for vendors. 1. Your guest's plus on and any children 2. Their address 3. Their group *this is very handy to ensure your guest list is evenly spread out among the two families 4. Track their communication Out of Town, Gift Received and/or Thank Your Notes Sent 5. Event details: B List Guests Special Needs for the Guest Even track when you mail their invitation 9. © 2 0 1 0 - 2 0 1 8 A N N A B E L L E E V E N T S , L L C . A L L R I G H T S R E S E R V E D Guest List GUEST LIST STATUS SNAPSHOT By clicking "EVENT INFO & OPTIONS" you will open up a handy status snapshot of your guest list.
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