Custom Cabinet Planner Instructions
This Notion Template could potentially revolutionize your company's sales and manufacturing performance, and at what the template will cost you, what do you have to lose?
ATTENTION: It will help if you do the following before you purchase the app:
Step 1
1. Your first step is to create a Notion Account (the FREE account will work for some, but at some point, you may need to upgrade to a paid plan if you have a large team, or you add enough data to surpass the Free limits).
Depending on how you plan to use Custom Cabinet Planner and the size of your team, you may need to go with a PAID plan.
If you are a small company working alone or with a couple of employees, you should be fine using the FREE plan or the Plus plan.
The Free plan allows you to invite up to 10 guests, and those can be your team members as well as clients.
The Plus plan allows up to 100 guests, and those can be your team members as well as clients. This is the plan most small companies choose.
The caveat is if you plan to invite your team members into Notion using company URL email addresses (everyone's email ends with @yourcompanyname.com, or net, or any of the other extensions, then Notion will automatically convert your account to a Business Account, and you will be paying $15 to $18 per user per month. The alternative is to use Gmail addresses for your team if you do not want to pay for each team member.
If you are a larger company with more than a couple of employees, you should probably use at least the Plus plan, but if you want lots of control over your team member's accounts, you will want to go with the Business account.
If you already have a Notion account, skip to step 5. If not, go to the Notion Website and enter the email address you want to use in the “Enter your email…” box outlined in red in the image below and click the Sign up button.
Step 2
2. You will then get this screen, or something similar with your email address filled in. Click on the ‘Continue with email’ button. You may or may not get a popup for a signup code, but if you do, check your email and enter the supplied code.
Step 3
3. You will be asked to enter your information for your account next, then you will be taken to this screen where you choose between ‘For myself’ or ‘With my team’. For the vast majority of users, you will choose "For myself", and the Guest feature works fine to invite your team and customers into the app. In some cases, where you have more than a couple team members, and/or want more security features, you may want to choose "With my team", just be sure you understand the cost if you invite team members in using a company email address. So click the radio button that fits your needs, and click Continue. Keep in mind that you can always upgrade later.
Step 4
4. That will activate the appropriate block (I will use the "For myself" block for these instructions), and click the Take me to Notion button.
Step 5
5. Now that you have purchased the app, here is the link to download the template:
Link to Custom Cabinet Planner Template
If you get a 404 error message, copy the link below, and paste into the address field of your preferred browser, then smash the Enter key.
https://true32.notion.site/Custom-Cabinet-Planner-Ver-007-1-19fb284fc51180d0b4ebd75d6785968b?pvs=4
Clicking the link above will bring you to a Read-only view of MY copy of the Template, so you will want to click on the Duplicate (it's been changed to an icon now) link in the top right corner of the page (this process will take quite a while to do, so be patient). This will copy the template into your Notion Workspace.
Note: This is a very large transfer, so it might fail a time or two if you have a slow connection, try again if that happens.
Step 6
6. Once that process is complete, you will see your new Notion Workspace with the Custom Cabinet Planner page inside your Workspace. This is now your copy of my template, I can’t see your template, and you are not working in my template.
Step 7
7. That’s it for the Duplication process. You are ready to start working with your new Custom Cabinet Planner template, which JOB #1 is, to change the template name.
If you have not already taken the Custom Cabinet Planner Course, you REALLY should do that NOW!!! Custom Cabinet Planner Notion Template Course
Last but not least, if you need additional 1:1 instructions, you can schedule time with me by going to the link below and picking the date and time that works best for you, and purchasing a timeslot. There is a 1-hour minimum, and I suggest you schedule in no more than 2-hour blocks as you need time to explore and practice between sessions. Most people who feel like they need more than the video tutorials provide just need 1 or 2 hours of instruction unless they want me to teach them how to customize the app to do things it currently does not do (the possibilities are limitless).