Buying a 17hats Template? Here’s How to Make It Work for You

When you’re buying a 17hats template—whether it’s my One on One Training, Event Scheduling, Senior Photography Luxury Boutique Bundle or some other workflow bundle—you’re not just buying a tool, you’re investing in a system designed to save time and simplify your business processes. But as with any good tool, there’s a bit of setup magic needed to make it truly shine for your unique business. Think of it like getting a perfectly tailored suit—it fits best when altered to your exact needs.

What’s Included when buying a 17hats Template?

My 17hats templates are thoughtfully designed with strategy and a deep understanding of small business workflows. They’re built to streamline your operations and help you deliver an exceptional client experience. They can include documents and emails, workflows, online scheduling services, lead capture forms, and pipelines, among others. To make them work for you, some personalization is necessary. 

What do you need to do?

You’ll want to reference the post-purchase instructions to determine exactly what you’ll need to do for the item you purchased, but there are a few things you may need to do to bring the 17hats template you purchased to life.

1. Update Your Online Scheduling Services

Every business has unique scheduling needs. Here’s what you’ll need to customize:

• Add availability for services like consultations, sessions, and order pickups.
• Adjust calendar settings to reflect your scheduling preferences.

2. Personalize Your Emails

The email templates in your bundle are thoughtfully written but need your brand’s unique tone. Here’s how to customize:

• Replace placeholders with your scheduling links.
• Update time zones in reminders to avoid client confusion.
• Add your personal touch to align with your voice.

3. Review and Replace Contracts and Quotes

Protect your business by ensuring all documents meet your needs:

• Review contract templates with an attorney to ensure compliance.
• Update session descriptions, names, and pricing in quotes.

4. Reorganize and Rename

Imported items in 17hats are prefixed with “IMPORT” to make them easy to find. Rename these items and integrate them into your existing workflows for seamless use.

Importing Templates Into 17hats

The process of getting your templates into 17hats depends on where you purchased them. Here’s a breakdown:

From My Online Store:

1. Visit My Template Store to buy your 17hats template, and complete your purchase.
2. After checkout, you’ll receive a 6-character code.
3. In your 17hats account, go to Documents & Emails → Import → Enter your 6-character code.
4. Voilà! Your template is now in your account.

From the 17hats Marketplace:

1. Click Learn More on the desired template in the 17hats Marketplace and complete the checkout process.
2. The template will automatically appear in your 17hats account.
3. Locate your imported items in the respective sections, such as:
   • Workflows: Account Settings → Workflow → Templates.
   • Online Scheduling Services: Account Settings → Online Scheduling → Services.
   • Documents & Emails Templates: Account Settings → Documents & Emails → My Templates.
   • Products & Services: Account Settings → Products & Services.
   • Pipelines: Pipelines on the left rail (activate Pipelines if not already enabled).

Pro Tip: Follow a naming convention to keep your templates organized. For detailed tips, download my CRM Starter Kit, which includes a mini-course on naming and process organization.

Why the Extra Work Matters

Personalizing your 17hats template ensures it aligns with your brand, your workflow, and your unique way of serving clients. While it may take a bit of effort, it’s far easier than building systems from scratch—and the benefits to your client experience and efficiency are worth it!

Tips to Make Customization Easier

1. Set Aside Time: Schedule uninterrupted time to work through your updates.
2. Ask for Help: Need guidance? I’m just an email away. Contact Me, your 17hats guide.
3. Think Long-Term: Customization might seem daunting now, but it will save countless hours down the road.

Ready to Get Started?

If you’re excited about implementing your new 17hats template but feel overwhelmed, don’t worry. Many business owners face the same challenge. That’s why I offer a variety of 17hats services to help you integrate your template seamlessly and hit the ground running.

Have a New CRM System or Need to Organize the One You’ve Got?

Download the CRM Starter Kit and Get Started Today. Whether you’re just getting started with 17hats or another CRM system, or have been using one for years, the info in this mini course will save you a ton of time in the long run!

Download the CRM Starter Kit for free and get the clarity and confidence you need to make the most of your system, right from the start.

Your CRM is a powerful tool, but only if it’s set up to work for you. Let’s make sure you start out on the right foot!

17hats Referral Code and Free Trial Information

If you want to see what 17hats is all about, click the image to link to a FREE 7 Day Trial, or if you’re ready to purchase, follow the link for 50% off your first year or use the code debmitzel at checkout!

17hats Referral Link

Deb Mitzel is Your 17hats Guide—an experienced Small Business Operations Consultant and Coach, as well as a 17hats Implementation Specialist. With a passion for empowering small business owners, Deb specializes in helping clients reclaim their time so they can focus on building businesses that support their personal and professional dreams. Deb believes in creating an Integrated Life—a harmony where your business and personal life work together to serve you best. She knows that with the right systems, strategies, and a little guidance, you can build a business that is a blessing, not a burden. If you’re ready to simplify your processes and maximize your impact with 17hats or other tailored strategies, Deb offers a Free Discovery Call to explore how she can help. Click below to schedule your call and take the first step toward turning your vision into reality.

Schedule Discovery Call

Disclaimer: Some of the links are affiliate links, which means that if you choose to make a purchase, I will earn a commission. This commission comes at no additional cost to you. Please understand that I have experience with all of these companies, and I recommend them because they are helpful and useful, not because of the small commissions I make if you decide to buy something.  Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.