Why 17hats Is One of My Favorite Small Business Tools | 17hats Review

As a small business owner, I’m big on streamlining administrative tasks to spend more time focusing on what I do best—capturing your milestones and memories! I’ve tried many small business tools since founding Jessi Casara Photography, and 17hats has become one of my favorites. In this 17hats review, I’m sharing how I use the software to maximize my time and improve efficiency:

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Lead Capture Forms

Contacting leads (aka potential new customers) is essential to my small business, and lead capture forms simplify this process. I have a handy-dandy 17hats form embedded in my website, so folks interested in working with me can fill out some basic info and get in touch. I can check out all of my website leads on one page of my 17hats account, making it easy to see who’s reached out and who I need to follow up with.

Contact and Project Tags

I have a lot of people and projects to keep up with, so I love that 17hats lets me add tags to quickly filter through clients and events. I typically use the tag feature for locations and project types to see where my clients are based (in case I’m heading to their area and want to give them a heads up, for instance) or see the different sessions I have coming up. 

Online Scheduling

The 17hats online scheduling tool has been a game-changer for my small business. I offer several Mini Sessions throughout the year, and I use this feature so clients can book their spots in minutes with just a few clicks. The online scheduler is a one-stop shop that shows them all the available dates, times, and event info.

Automated Workflows

I don’t know where I’d be without the 17hats automated workflow feature! I have several workflows set up for my most popular session types, and they keep me on track with essential reminders before, during, and after each project. I can also assign tasks to different people so the entire Jessi Casara Photography team can see who is responsible for what. 

Templates

Oh, how I love using saved templates to save time. Since many of my emails, contracts, and invoices are identical except for the session and client details, I’ve created templates on 17hats to quickly input relevant info and send documents off. This saves me so much time and keeps my client communications consistent.

Client Portals

The 17hats client portal feature is a total pro move. I love that my clients have their own secure space to view their invoices, contracts, and communications from me. Rather than having to search through emails and DMs, everything is together right here for them in an online space with digital copies of everything (hello, #paperless). It looks professional and helps my clients keep track of all the documentation related to their sessions. My clients love this tool, and so do I!

Contact Pages

17hats makes it incredibly easy to compile client info in one place. Each contact has a dedicated page with details about their session type, dates, documents, contact info, and more. Instead of sifting through clients and leads, I can click on their page and instantly access everything I need.

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If you’re a fellow small business owner, I highly recommend trying 17hats. It’s helped my business grow in many incredible ways, and I use it daily to help me keep doing what I love to do. Have more questions? Feel free to reach out or follow me on Instagram for more tips and tricks!

xo,

Jessi

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Jessi is an Alabama Couple, Family, and Wedding Photographer. Based in northwest Georgia, Jessi also serves the Chattanooga, Atlanta, and Gulf Coast areas. She specializes in couple, wedding, maternity, newborn and family photography, and also enjoys commercial and creative portraiture. Available for travel worldwide. Find out more at www.casaraphoto.com and inquire at https://casaraphoto.com/contact. 

(c) Jessi Casara Photography