17 Hats | What’s the Hype? For Photographers

All of my fellow small business owners and boss ladies know that there is ALWAYS an endless list of “to-dos” and a constant jumble of information swimming through our minds. It’s kind of in our job description. With dozens of things to keep track of, it’s hard to ever feel organized! Contracts, invoices, questionnaires, calendars, to-dos, client emails, editing schedules, blogging and more…these things are not easy to keep track of, and I used to use 5-6 different programs in attempts to keep it all organized. Then I saw someone post about a business management program called 17 Hats, and then I saw a few more posts, overheard some conversations and decided to give it a try myself. It is LIFE CHANGING, friends!! This program is something that I believe ALL small business owners, photographers and boss ladies should have in their life! It organizes EVERYTHING for you in one place (and I mean everything!) and saves you tons of money that you may be spending on multiple programs when 17Hats can do it all! Here I’ll be sharing how I use 17Hats to organize my business and better serve my clients!

SCHEDULE SUMMARY :

 

When you log into 17Hats, the very first thing you see is a summary of your schedule for the week, how many emails you have to reply to,  list of frequent activity among your clients (contracts signed, invoices paid, etc.) and a peek into the weather for the next few days (which is SO helpful for natural light photogs!) So, when you pop online first thing in the morning, you can immediately see an outline of your day/week and all of the information you need to kick-start your to-do list! (You can also set-up daily to-do lists within the program, I just haven’t had a chance to do that yet!)

Below, the orange is my blogging calendar + the blue is my shooting calendar! It is synced with my Apple calendar in my phone, so it is constantly updating + backing up the calendar based on the events I put in my iPhone!

Fredericksburg-Senior-Photographer_1869

ORGANIZING WEDDINGS THROUGH PROJECTS: 

I think, so far, my FAVORITE part of 17Hats is that I can organize my weddings in a way that keeps EVERYTHING I need in ONE place! Events in 17Hats are called “projects”. So, to create a project, I enter my client (brides) information and then click “create project”. I then add the date, time and venue of their wedding and it organizes all of my weddings like this:

Fredericksburg-Senior-Photographer_1870

Then, I can click on a project and send contracts (that can be signed online!), send questionnaires, see all of the email correspondence between myself and that client, store files, schedule meetings, send reminders, add custom client to-do lists and more! It is absolutely AMAZING and I feel so organized and at peace knowing I can just pop into 17Hats, click on my clients name and have EVERYTHING I need to know about their wedding day in one place!

CALENDAR: 

Now, this one may seem obvious to some, but the calendar portion of 17Hats is absolutely wonderful!! Like I mentioned above, it is synced with my iPhone calendar so that I can enter an event in my phone on the go and know that it will automatically be uploaded into 17Hats. I keep track of my blogging calendar (orange), shooting + meetings (blue) and weddings (green) all in one place! I can also add something in my 17Hats calendar and it will automatically sync with my phone! How great is that!?

Fredericksburg-Senior-Photographer_1871

INVOICES + BOOKKEEPING: 

Along with being able to send invoices right from 17Hats (along with automatic reminders + template emails), there is a “Bookkeeping” portion that keeps track of your income for you! You can also enter your expenses and print reports to make tax season SO much easier! You can sync this portion of your account with your online payment program (Paypal, Square, Stripe, etc.)

WORKFLOW:

I haven’t had a ton of time to play with this portion of the site yet, but I cannot WAIT until I have it all set up! With 17Hats, you can create a “workflow” based on the type of client/event you are working with. So, you can create a wedding workflow that automatically knows when to send your contract, invoice and reminders to your clients when you aren’t even at the computer! Amazing!!

There are tons of additional features that I didn’t touch on in this post simply because I don’t use them (or maybe haven’t even discovered them yet!) But, if you are in search of a business management software or a better way to organize your business, definitely head over to 17Hats and give it a try!! A 30-day free trial can’t hurt anyone 😉

 

 

POSTED

May 7, 2015

  1. Heather Durham

    July 22nd, 2015 at 10:22 pm

    Great post. I just implemented 17hats to help me with my workflow. How are you able to sync your Apple iCal with 17hats? Thanks!

  2. Taylor White

    September 3rd, 2015 at 10:24 pm

    Did you ever figure this out? I have been trying to for weeks and still can not seem to figure it out

  3. Hope Taylor

    September 4th, 2015 at 10:47 am

    Figure out which part!? 🙂

  4. Javid Day

    September 21st, 2015 at 11:59 am

    Wow. You’re on here trying to shill 17 Hats to photographers but now you’re all over David Jay’s new ripoff site? Have some integrity, little girl.

  5. Hope Taylor

    September 21st, 2015 at 12:34 pm

    Hi there “Javid Day”! I am actually not currently using Agree.com (the guys on their team are fully aware of that!) and I am using 17Hats. I did this blog post in hopes it would benefit other photographers in the same way it benefitted me, it’s actually in no way sponsored by 17Hats! It was genuinely just a post to help others who may have been in my place and struggling to find balance. However, I do LOVE Agree.com and I think it’s an amazing option for photographers just starting out who need a simple contract solution to protect their businesses. I hope this helps resolve the issue! Xo!

  6. anna

    October 27th, 2015 at 6:29 am

    HI Hope, so glad i came across your post as i am trying 17hats now. May I ask how you get you apple calender to sync, it only seems to allow google calendars and im a mac girl, thanks Anna

  7. Emily

    January 10th, 2016 at 9:42 am

    I have the same question as Anna.
    I can’t figure out how to get my iPhone calendar to sync!

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I'm Hope Taylor, an international Senior Portrait and Wedding Photographer based in Charleston, SC. I'm also an educator, international speaker, and the host of multiple sold-out workshops each year!

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