How to Save Time With 17hats (Plus 17hats Referral Code!)
To make things easy, if you’re here for the 17hats referral code, it’s just below the next heading. But if you want to learn about 4 ways I save more time with 17hats, my favorite CRM platform, then keep reading!
My 17hats referral code
Let’s start with my 17hats coupon code, it’s BECCAJEAN, or you can just click this link for 50% off your first year. Referral codes are always the best deal around (literally)!
How to use the 17hats referral code
If you have already done your free trial and are looking to get an amazing discount, all you have to do is add my referral code, beccajean, at checkout. If you want to do the free trial first, then just enter the discount code BECCAJEAN into the referral code box (shown below) when you sign up for the trial. Go to 17hats.com to sign up. If you don’t want a free trial and are ready to get 17hats right now, that’s when you would use the referral link. No matter how you do it, you’re still getting the discount!
-4 ways to save time with 17hats-
As a family and couples photographer who also mentors other photographers and has a family of her own and a love for travel, I am very busy! The only way I can keep my sanity (and my business!) is to automate a lot of the behind the scenes stuff. When things are automated, I can live my life without having to do so much work, and this is the ultimate dream, isn’t it? So if theres something in my business that can be automated, you better believe I will get that set up! Luckily, 17hats has so much functionality that I can automate everything I need to when it comes to the back end of client communication, booking, etc. So let’s talk about my favorite 5 ways that I save time with 17hats!
The Booking Calendar
Having your schedule set up in the 17hats availability calendar saves me SO MUCH time! Rather than the back-and-forth of trying to figure out when a client is available at the same time as me, they can go directly to my calendar, select their date and time, and pay right then and there. Easy peasy, and I didn’t have to do a thing! I have several calendars set up for different locations, types of sessions, and even an online mentoring calendar that integrates with Zoom!
Online scheduling is available in Essentials, Standard, and Premier packages, but there may be some limitations for non-Premier packages. If you want Zoom integration or to accept online payments, you will need the Premier package. If you want to compare all three packages, here is their comparison page.
Lead Capture Forms
When a potential client wants to book with me but they have questions first, they can use the Lead Capture Form to send me a message. I have my Lead Capture Form embedded into my contact page and I have a few questions on there to help me get the required info to help them. It’s very easy to set up, and now everyone who contacts me through there (and anyone who books through the booking calendar) will be automatically added as a contact inside 17hats. This makes it super simple to set them up with their photo session, their contact info is already in my system! I can also set up a workflow to remind me to follow up with them if they haven’t responded in a few days. Genius!
Lead Capture forms are available in Essentials, Standard, and Premier packages.
Workflows will change your life
Workflows are probably my favorite thing about 17hats! These really let you automate your business so you can set it and forget it. As an example, I have a workflow for family sessions that sends out a location guide when they book, then a styling guide a day later, a questionnaire several days after that, and a few more helpful emails up until the reminder email 2 days before their session, and finally ending with a request for them to leave me a review that sends a couple of weeks after the session. This automation saves me the headache of sending each one of these emails individually, cuts out the chance that I might forget, and makes sure that all my clients have the same streamlined experience. Plus, my clients rave about how organized and thorough I am, and are always saying they felt so prepared! Actually, here are a few Google reviews I have gotten from people I have photographed:
I want your clients to say these things about you, too!
Advanced workflows are only available in the Premier package and they are 100% worth it.
Pipelines!
Pipelines are brand new and I’m already obsessed with them! You set them up however you want, and they are a way to visually see where your clients are in the process of working with you. You can set up multiple Pipelines for different stages. For example, I created a 5-phase Pipeline for my album process, which shows me where each client is in the journey. This helps me easily see who needs to select their images for their album, who I need to design an album for, etc. so I don’t miss anyone. Once I design the album, I click a checkmark and they are done with the pipeline. Before Pipelines, I used to write this out on a piece of paper and it wasn’t easy to track.
Pipelines are only available in the Premier package.
Ready to use my referral code and start saving time with 17hats?
If you haven’t started using 17hats yet, here is your sign to try it out! Just go to 17hats.com and enter my referral code (beccajean) at checkout and you’ll get 50% off your first year!
If you’re feeling overwhelmed with the thought of learning a new system, don’t worry! 17hats has wonderful customer support, and a very extensive help section with video tutorials on everything you could ever want to learn. They also have live onboarding calls so you can learn the basics easily. Plus, they have a marketplace where you can buy pre-made templates for workflows, quotes, contracts, etc. so you don’t have to set it all up if you don’t want to. I hope you’ll give it a try. Enjoy saving time!
