17hats Tips & Tutorials: Learn How to Use 17hats for Your Business

Learn how to set up 17hats automated document reminders so your contracts, quotes, questionnaires and invoices get followed up on without you lifting a finger. If you're a balloon artist, photographer or creative entrepreneur running your business in 17hats, this systemwide reminder feature is one of the fastest ways to stop chasing clients and start getting documents signed, paid and returned on time. The best part? These reminders fire whether or not you have a workflow running; you just need a due date on the document. ▶️ WATCH NEXT: https://www.youtube.com/watch?v=J9OSb_hkoQs ⏱️ CHAPTERS 0:00 Intro 0:07 Where to find document reminders in your 17hats settings 0:26 Why these reminders work without a workflow (as long as you set a due date) 0:47 The document types you can automate: questionnaires, quotes, contracts, invoices 1:19 Customizing your upcoming reminder: message, tokens, and timing 1:55 Past due reminders: frequency, count, and message controls 2:20 What happens when the document gets completed 2:34 A note on texting reminders (if your account has texting enabled) 🎩 TRY 17HATS Get a free trial plus 50% off your first year with code: letnicolehelp 👉 https://referrals.17hats.com?r=letnicolehelp 📔 MY LITTLE BLACK BOOK OF 17HATS TIPS The insider guide to running your business smoother in 17hats: 👉 https://letnicolehelp.thrivecart.com/let-nicole-help-little-black-book-17hats/ 🤝 WORK WITH ME Need setup help, workflow support, or a systems audit? Head to letnicolehelp.com to see how I can help. — 👋 I'm Nicole, and I help balloon artists, photographers and creative entrepreneurs simplify their business systems with tools like 17hats, Flodesk and Zapier. Subscribe for more tutorials, tips and workflows that give you your time back.

Did you know 17hats has a built-in AI writing tool? In this video, I'm showing you how to use AI in your 17hats account to write better emails and create polished service descriptions for your online scheduling... so you can book more clients without spending hours on every template. This is a great feature for balloon businesses, photographers and other creative entrepreneurs who want to sound more professional without hiring a copywriter. ▶ Watch next: Why email types are important for 17hats workflows → https://www.youtube.com/watch?v=Ufl6nfaO3LE 💰 Try 17hats free for 7 days; use code letnicolehelp for 50% off your first year → https://www.17hats.com/sign-up 🖤 My Little Black Book of 17hats Tips → https://letnicolehelp.thrivecart.com/let-nicole-help-little-black-book-17hats/ 💚 Services, workshops & more → https://letnicolehelp.com

After a lead fills out your 17hats lead capture form... what actually happens next? In this video, I'm walking through all of your post-submission options in 17hats; so you can choose the setup that makes the best first impression and moves new inquiries into your workflow smoothly. If you've never thought about this setting before, this is worth two minutes of your time. Small decisions here can have a big impact on your lead conversion rate. ▶ Watch next: Start different workflows from the same 17hats lead capture form → https://www.youtube.com/watch?v=A9pZYGeDaeU 💰 Try 17hats free for 7 days; use code letnicolehelp for 50% off your first year → https://www.17hats.com/sign-up 🖤 My Little Black Book of 17hats Tips → https://letnicolehelp.thrivecart.com/let-nicole-help-little-black-book-17hats/ 💚 Services, workshops & more → https://letnicolehelp.com

Did you know you can change the default button text on your 17hats forms and documents? In this video, I'm showing you how to customize button text in 17hats... so every call-to-action your client sees feels on-brand and intentional, not like a generic out-of-the-box form. It's a small tweak with a big impact on your client experience; especially for balloon artists and creative businesses that want every touchpoint to feel polished. ▶ Watch next: Your options after leads submit your 17hats lead capture form → https://www.youtube.com/watch?v=d2Y6ZnAWWZw 💰 Try 17hats free for 7 days; use code letnicolehelp for 50% off your first year → https://www.17hats.com/sign-up 🖤 My Little Black Book of 17hats Tips → https://letnicolehelp.thrivecart.com/let-nicole-help-little-black-book-17hats/ 💚 Services, workshops & more → https://letnicolehelp.com

17hats just added something new to Online Scheduling and in this video I'm walking you through exactly what it is and how to use it in your creative business. If you use 17hats to book appointments, services, or grab-and-go products... you'll want to see this. Staying on top of new 17hats features means your booking process can keep getting smoother without rebuilding everything from scratch. ▶ Watch next: Automate your 17hats workflow when documents are completed → https://www.youtube.com/watch?v=wmb8uEzBOQk 💰 Try 17hats free for 7 days; use code letnicolehelp for 50% off your first year → https://www.17hats.com/sign-up 🖤 My Little Black Book of 17hats Tips → https://letnicolehelp.thrivecart.com/let-nicole-help-little-black-book-17hats/ 💚 Services, workshops & more → https://letnicolehelp.com

Want to offer a discount to a client without manually editing every line item? In this video, I'm showing you how to apply discounts to your 17hats quotes and invoices... whether you're offering a percentage off, a flat dollar amount, or a seasonal promo for your balloon or creative business. It's a simple feature that can make a big difference in how professional and polished your pricing looks to clients. ▶ Watch next: Payment schedule options for invoicing in 17hats → https://www.youtube.com/watch?v=J9OSb_hkoQs 💰 Try 17hats free for 7 days; use code letnicolehelp for 50% off your first year → https://www.17hats.com/sign-up 🖤 My Little Black Book of 17hats Tips → https://letnicolehelp.thrivecart.com/let-nicole-help-little-black-book-17hats/ 💚 Services, workshops & more → https://letnicolehelp.com

17hats has more billing flexibility than most people realize. In this video, I'm sharing some of the most powerful billing options available in your 17hats account... so you can customize how you collect payments in a way that actually fits your business model. From retainers to installments to payment plans, understanding these options helps creative entrepreneurs get paid on time with less awkward back-and-forth with clients. ▶ Watch next: Payment schedule options for invoicing in 17hats → https://www.youtube.com/watch?v=J9OSb_hkoQs 💰 Try 17hats free for 7 days; use code letnicolehelp for 50% off your first year → https://www.17hats.com/sign-up 🖤 My Little Black Book of 17hats Tips → https://letnicolehelp.thrivecart.com/let-nicole-help-little-black-book-17hats/ 💚 Services, workshops & more → https://letnicolehelp.com

Not sure which payment schedule to use when building invoices (or quotes) in 17hats? In this video, I'm walking through your payment schedule options in 17hats... so you can decide which setup makes the most sense for how your creative business collects deposits and final payments. Whether you charge a flat retainer, split payments or collect everything upfront, knowing these options helps you create a smoother and more professional billing experience for your clients. ▶ Watch next: Powerful and flexible billing options in 17hats → https://www.youtube.com/watch?v=TdsWP-vIEUc 💰 Try 17hats free for 7 days; use code letnicolehelp for 50% off your first year → https://www.17hats.com/sign-up 🖤 My Little Black Book of 17hats Tips → https://letnicolehelp.thrivecart.com/let-nicole-help-little-black-book-17hats/ 💚 Services, workshops & more → https://letnicolehelp.com