3 Tips to Keep Your 17hats Account Organized this Summer

Summer is here, and while the warm weather might have you thinking about beach trips and barbecues, it’s also the perfect time to give your 17hats account a thorough cleaning. Keeping your account organized ensures smooth operations, enhances productivity, and helps you stay on top of your business. Here are some effective housekeeping tips to keep your 17hats account in top shape.

Get Rid of Outdated Templates and Update Using Templates from the 17hats Marketplace

Templates are a fantastic way to streamline your process, but over time, they can become outdated. Old Templates can clutter your account and lead to inefficiencies. Take some time to review your existing Templates and remove any that are no longer relevant or effective.

Tips for Cleaning Up Templates:

• Review Each Template: Go through your 17hats Templates and identify which ones are outdated or rarely used.
• Delete Irrelevant Templates: If a Template is no longer useful, delete it to declutter your account.
• Update Existing Templates: For Templates that are still useful but need tweaking, update them to reflect current practices.

Bonus Tip: Visit the Marketplace to find new 17hats Templates created by industry leaders that can help enhance your business operations.

“17hats has CHANGED THE GAME for my business!! It helps me stay organized. 17hats is the best!”  — Abby L.

Ensure Products and Services Offered Are Current and Have Updated Pricing

As your business evolves, so do your Products and Services. It’s crucial to keep your 17hats account updated with the latest offerings and pricing.

Steps to Update Products and Services:

• Review Your Offerings: Visit your Products and Services page via Account Settings > Products and Services. List all the services and products you currently offer. Compare this list with what is in your 17hats account.
• Update Descriptions and Pricing: Make necessary changes to Product and Service descriptions and pricing to reflect your current rates and packages.
• Remove Outdated Offerings: Delete any Products and Services that you no longer provide to avoid confusion and ensure clarity.

Bonus Tip: If you end up deleting something from the Products and Services page, it will NOT be removed from any previously created Invoices or Quotes.

Archive Completed Projects

Completed 17hats Projects can pile up and make your account look and feel cluttered. Archiving these not only helps in keeping your dashboard clean but also makes it easier to find and manage ongoing Projects.

How to Archive Projects:

• Identify Completed Projects: Go through your Project list and identify the ones that are finished.
• Archive Them: Use the bulk archive feature in 17hats to move these Projects out of your main view. This keeps your active Project list manageable and organized.
• Regular Maintenance: Make it a habit to archive completed Projects regularly, perhaps at the end of each month. Archiving Projects is also something you can also set up using a 17hats Advanced Workflow.

Bonus Tip: Need a simple, visual reminder to regularly archive Projects? Set a To-Do task in the To-Do rail on the left side of your Dashboard.

Keeping your 17hats account clean and organized doesn’t have to be a daunting task. By getting rid of outdated Templates and installing new Templates from the 17hats Marketplace, updating your Products and Services, and archiving completed Projects, you can maintain an efficient and streamlined process. Embrace these summer housekeeping tips and enjoy a more organized and productive business year-round!

Looking for additional Marketplace items that can help you stay organized and on top of all the moving pieces of your small business? Check out Zsa’nee The Senior Portrait Workflow for Busy Photographers!