Before making the monetary choice to choose a platform, it’s practical to give it a test run. We encourage and welcome you to try out Aisle Planner's all-in-one suite of tools to see if you love them as much as we do! This 30-day trial period will give you full access to all Aisle Planner Pro Tools. Visit our Help Center to read more about and sign up for a free 30-Day Trial. Once your trial is over you have the option to subscribe to some or all of our tools. In order to make an informed decision, we rounded up 10 helpful tips on how to get familiar with and fully explore all of the tools Aisle Planner has to offer during a free trial period!
1. Log In and Play Around
The whole point of a trial period is for you to have an opportunity to experience all that the AP tools can do for your business. Have fun and explore. Make sample projects so you can get a feel for the platform.
2. Start With the Basics
- Settings: Set Up Your Business Settings so your account has basic information about your business.
- Branding: Set Up Your Custom Branding to create a beautifully branded client experience. You are your brand so incorporate it!
- Project Management: Streamline your process and planning by Setting Up Your Project Management Tools.
3. Set up a Marketplace Listing
Want to find and secure more clients? At the very minimum, you should Set Up Your Listing so clients can find you! Not all marketing channels are created equally! Visit the Help Center for a quick overview video as well as written instructions on how to do so. Securing a Basic Listing is a free feature that can help you even during your Aisle Planner trial period.
Pro Tip: Make sure all of your website and online marketing information is up to date, and be sure to set up auto-responders.
4. Get Familiar with the Help Center
The Help Center has information about every single tool available as well as tips for best use. There’s introductory information for various levels of experience, helpful tutorial videos, and so much more! Learn, learn, learn as much as you can during this time. That way you’ll know if Aisle Planner is a fit for you and your business.
5. Book a Session with the Customer Success Team
If you find yourself needing more comprehensive help or simply wanting to meet with customer service, our team is happy to schedule a session with you. They can walk you through all of the how-tos and provide expert info on uncommon but helpful ways to use certain Aisle Planner tools. Just be sure to come prepared for your session!
6. Prepare Questions for Your Session
In order to ask helpful questions and so our Customer Service team can best assist you, first figure out what gaps of knowledge you have in using the AP Platform. What do you not fully understand? What would you ideally like to use Aisle Planner for with regard to your customer service experience? Some great questions to get you started may include;
- Can you explain how the Budget Management Tool works?
- How can the Templates Tool save me time?
- What makes the Design Studio such a cohesive feature?
- How does AP make collaboration easy?
- Are there custom settings for my team and clients?
7. Ask Questions via the Chat Bubble
As you’re exploring Aisle Planner, if a quick question pops up, take advantage of the chat bubble! A customer service member can assist you in a timely manner.
8. Sign up for the AP Newsletter
The Aisle Planner newsletter will keep you in the loop about industry insights, professional resources, and new features and updates.
9. Sign up for Webinars
Webinars are a sure way to expand your expertise. The more you know, the better your services are. Webinars are advertised via email and the AP Newsletter. Our REFRESH series is also a great way to find out more about how you can use Aisle Planner for your business. You can find out when those trainings are being hosted in our Aisle Planner Facebook Group.
10. Sign up for our Facebook Group
Meet and collaborate with other AP professionals that are talking and experiencing similar things to you. Community is fundamental to who we are, join us on Facebook and join in on the conversation!