Nov

24

2020

Adding Contacts to Aisle Planner

I think it’s so important to add every vendor (and client) contact into your contact library inside of Aisle Planner.  No more trying to remember every vendor’s name in every single category.  Keep them all together in one place for easy access anytime.

 

Aisle Planner Tips for Wedding Planners

How to Add Contacts to Aisle Planner

 

Step 1. Click on CONTACTS from your planner dashboard.

 

Step 2. To add categories click on ADD beside categories.

 

I suggest adding categories for every type of vendor.  I also have a client category that way I have a record of all of my clients past and present and their contact information. 

 

I have the following categories:

  • Band
  • Bar Service/Bartenders
  • Bridesmaids Dress Shops
  • Cakes – Meridian Area
  • Cakes – Hattiesburg 
  • Caterer
  • Churches – Hattiesburg
  • Churches – Meridian 
  • Churches – Philadelphia
  • Cinematographer
  • Clients
  • Director
  • DJ
  • Florist
  • Hair
  • Hotels
  • Lighting
  • Makeup
  • Musicians
  • Officiant
  • Organists/Pianists
  • Photo Booth
  • Photographer
  • Rentals
  • Restrooms
  • Stationery
  • String Quartet
  • Transportation
  • Tux Rental
  • Venue
  • Venue – Hattiesburg
  • Vocalist
  • Wedding Dress


Step 3. To add a contact to a category simply click on
ADD beside contacts.

 

 

Add as much information as you have to each contact…address, phone number, email, website, social ,media handles, point of contact, forms of payment accepted, pricing and any other information you have.

 

You will be so happy you set this up from the start once you start adding weddings.  And anytime you work with or meet a new vendor be sure to add their contact to your library.

 

In addition to adding contacts to my library inside of Aisle Planner I also have a board set up inside Trello titled “Vendors.”  Inside the board I have cards set up for each type of vendor I have worked with along with their information listed inside their card.

I LOVE Trello and it’s been a game changer, along with Aisle Planner!

To learn more about how I use Trello as a wedding planner, check out this blog post HERE.

 

xo, Terrica

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