In less than an hour, you'll learn how to:

  • Create smart Contact and Project custom fields that fit your business
  • Collect data automatically via Lead Capture Forms, Questionnaires, and Scheduling
  • Map questions to fields so info always lands in the right place
  • Use tokens to personalize emails, contracts, invoices, and the client portal
  • Save time with templates that pull in the right details—automatically

Why This Course Works (Even If You’re Not a Tech Whiz)

This isn’t a deep dive into everything. It’s a focused walkthrough of Custom Fields — what to create, where to collect data, and how to reuse it across your system.

Are you ready to make 17hats feel personal - automatically?

Personalize your client experience without extra work — set it up once, reuse it everywhere.

You’re not behind - and you don’t need to be “techy”. This bite-sized course shows you exactly how to make 17hats remember the details that matter most, so you can deliver a more personal client experience with less manual work.

Clear steps, short videos, and practical resources - no fluff, just results.

Bite-sized Mini Course • Clear steps • Real examples |  Price $14.97 

You’ll walk away feeling:
  • Confident about which fields to create and where they live
  • Clear on how to map questions to fields across your forms
  • Ready to personalize documents and emails with tokens—fast

Mastering Custom Fields in 

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For the dreamers, doers, and DIYers who are ready to simplify...

This course is especially for you if:
  • You want client communication to feel thoughtful and personal without extra steps
  • You’re tired of re-typing details across emails, contracts, and invoices
  • You’ve created fields before but aren’t sure you mapped or used them correctly
  • You want a clear, no-fluff tutorial you can implement today

If you don't have 17hats yet...

17hats is your business hub; Custom Fields are the memory. Set them up once and your system can pull the right details into emails, contracts, invoices, forms, and the client portal — automatically. Less manual editing, more consistency, better client experience.

It’s like your entire business hub, all in one place.

Why Custom Fields

in

Matter

What's Inside...

  • Lesson 1 - Custom Fields, Simplified - Contact vs Project fields, when to use each, and real examples.
  • Lesson 2 - Create the Right Fields - Field types (short/long answer, yes/no, list, checkboxes, date) and best-fit use cases.
  • Lesson 3 - Collect & Map Data -   Lead Capture Forms, Questionnaires, Scheduling, and manual entry - with Maps To done effectively.
  • Lesson 4 - Personalize with Tokens - Add fields to emails, contracts, quotes, invoices, questionnaires, and the client portal with tokens — without retyping.

start the mini-course