The Ultimate Guide to Templates

The Ultimate Guide to Templates
April 02, 2020

Templates are like a gift from you to you! Literally, future you will thank past you for creating something that has longevity, increases productivity, organization, and best of all, saves you a whole lot of time. Your time is valuable, so Aisle Planner has created a template for all of your professional needs. Having templates gives you a big advantage and edge since you can offer a unique and customized experience for your clients across the board. Templates allow you to document every step of your workflow and apply it to every project. You need it? We’ve got it! Let’s dive into all of the template options and what they can do for you.


 

Project Templates

Our project tools are made to be versatile in use, whether you're a wedding planner, a vendor, or a venue, the Project Template is customizable to you. Project templates give you the power to create completely custom planning templates for each of your projects. You can use project templates for all of your planning needs. Such as the following:

Wedding Templates:

  • Full service wedding
  • Month to month wedding

Event Templates:

  • Bridal shows
  • Fundraisers
  • Workshops
  • Retreats
  • Conferences
  • Any internal project

Timeline Templates

Staying on top of timelines makes the whole process smooth and more enjoyable. You can create as many as you'd like and import them into all of your events.

Consider a timeline template for:

  • Ceremony start times 
  • Different venues
  • Cultural/religious weddings

Learn how to Create a Timeline Template.

 

Document Templates

Helping you manage your files is a top priority for AP. So, we’ve created some flexible document templates to give you the support you need.

You can create four types of document templates:

  • Contracts
  • Proposals
  • Brochures
  • Questionnaires

Here's An Intro to Aisle Planner Document Templates.

Notes Templates

The notes template can revolutionize your workflow. It allows you to make as many notes as you want and allows you to quickly import those notes into any event at any given time. If you have saved note templates all in one place, you don’t have to worry about wasting time searching for files. Notes are all stored securely in the cloud, so you can have the peace of mind and the accessibility all in one. This speeds up your planning process, so you can jump right into the fun.

Types of note templates:

  • Song lists
  • Packing lists
  • Photography shot lists
  • Preferred vendor lists
  • Tipping worksheets
  • Welcome packets
  • Invitation etiquette

And many more! Learn How to Create a Note Template.

 

Checklist Templates

A good checklist is what impresses your leads. And you’ve guessed it, we’ve got a template for that! You can populate new leads with your own Lead Checklist Templates. Since your couples are all different and unique, the templates allow you to edit and make the changes you need to make their experience special and memorable.

 

Email Templates

Clients specifically look for good communication via email. With ready-made email templates you can respond quickly and guarantee document consistency. This will streamline your communication and benefit both you and your clients. Here’s a step by step process on how to Create Email Templates.

 

Want more information on templates? Check out our Template Collection for more articles and help guides. Make your life easier by making the best out of the AP template tools today!

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About the Author

Aisle Planner Editorial Team
Aisle Planner Editorial Team
The Aisle Planner Editorial Team is a collective of creative writers, editors, and former event pros who obsess over weddings and special events—and the businesses behind them! Drawn to the details of their design and extravagant charm of their creativity, our team provides intelligent and straightforward articles with insights, practical tips, and expert guidance in putting Aisle Planner's "Power of One" behind your business. ...