From Aisle Planner

Migrate from Aisle Planner to CeremonySync

Aisle Planner was designed for independent wedding planners. If you're a venue running your own events, you need a platform that handles the full business cycle — from lead capture and proposals through contracts, invoicing, guest management, and day-of operations.

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How the switch works

A clear path from where you are to where you want to be.

01

Export Your Aisle Planner Data

Download your event data, client information, vendor lists, and timelines from Aisle Planner. Export available data as CSV or PDF files.

02

Import Your Leads & Clients

Upload your client list into CeremonySync via CSV import. Map client names, contact info, event dates, and guest counts. Leads enter your scored pipeline automatically.

03

Configure Your Venue

Set up your venue profile with spaces (ceremony sites, reception halls, outdoor areas), capacities, and photos. Define your packages with fixed or tiered pricing and optional add-ons.

04

Rebuild Your Timelines

Recreate your event timelines in CeremonySync's day-of timeline builder. Assign events to specific spaces, set transition times, and mark which items are visible on the Venue Portal. The Event Flow view shows all events across all spaces simultaneously with automatic conflict detection.

05

Migrate Vendor Information

Add your vendor directory with contact details, categories, insurance tracking, and performance notes. CeremonySync goes far beyond a contact list — track compliance, financial terms, relationship health, and day-of logistics.

06

Set Up Financial Workflows

Configure your proposal templates, contract templates with e-signatures, and invoice settings with Stripe integration. Build payment schedules with automatic milestone invoicing.

07

Transfer Active Weddings

Create records for upcoming weddings with guest lists (CSV import), vendor assignments, timelines, and task lists. For Concierge customers, our team prioritizes the migration order.

What gets better

Everything you were trying to do before — only now it actually works.

Full business pipeline

CeremonySync covers lead capture, scoring, proposals, contracts, invoicing, and payments — not just planning. You don't need a separate CRM or accounting tool.

Lead scoring and CRM

Every inquiry is automatically scored 0–100. Track leads through a full pipeline (New → Contacted → Meet → Proposal → Booked) with activity logging, follow-up scheduling, tour management, and loss intelligence.

Interactive proposals with payment schedules

Send proposals where clients compare packages, select add-ons, and accept — then auto-generate invoices for each payment milestone.

E-signature contracts

PIN-verified digital contracts with countersigning, amendment tracking, and expiration management. No more manual PDFs.

Invoicing with Stripe payments

Automatic reminders, partial payments, payment plans, tax management, and online payment processing. Clients pay from a branded invoice page.

Venue-specific calendar

Date holds for tentative bookings, demand heat maps, revenue overlays, weather forecasts, block date templates, and multi-space conflict detection.

Superior guest management

RSVP collection with multi-category meal selection, dietary tracking, guest groups, drag-and-drop seating charts, and public seating lookup pages with QR codes.

Pulse Mode for day-of

A mobile command center with live timelines, vendor arrival tracking, issue logging with severity levels, backup plan activation, and team notes.

Vendor compliance and performance

Track insurance policies, licenses, compliance checklists, performance scores (reliability, responsiveness, quality), and smart alerts for expiring documents.

Client-facing Planning Hub

Couples get their own portal with timeline, guest list, invoices, contracts, mood boards, music playlists, and vendor marketplace access.

Analytics and Insights

Real-time reports with custom report builder, lead source ROI tracking, seasonal pattern analysis, and automated insights.

Timeline

Most venues complete the transition in about one week.

Day 1Data ExportExport Aisle Planner data (clients, events, vendors, timelines)
Day 1–2Venue SetupProfile, spaces, branding, packages, add-ons
Day 2–4Data ImportLeads, active weddings, guest lists, vendor directory
Day 4–5Workflow ConfigurationTemplates (contracts, proposals, emails), payment settings, questionnaires
Day 5–6Team OnboardingInvite team, assign roles, train on key workflows
Day 6–7Go LiveBegin operations in CeremonySync

Concierge Setup · $599

Make the switch without the stress

Book a concierge onboarding session and our team will handle your data migration, account setup, and team training from start to finish.

Frequently asked questions