This email is part of my 17hats on the 17th Series ​ Don't have 17hats? That's ok! These tips are for any business owner with a CRM like Dubsado, HoneyBook, Keap, Hubspot and more! ​ ​My go-to is 17hats—especially for 1:1 service providers. This series will share my favorite 17hats tips, tricks, and workflows, but remember, the concepts can be used in most platforms!

Hi Reader!
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Scheduling should make your life easier, not harder. But too often, a lack of personalization makes schedulers feel impersonal and disconnected.

With 17hats, scheduling is fully integrated with your CRM, creating a seamless experience for both you and your clients. Here’s how to level up:

Here’s how it works:

• Add Personalization: Include your name or call type in the subject line of confirmation emails, e.g., “Your Call with [Your Name] is Confirmed!”
• Set Clear Expectations: Use descriptive call types like “Discovery Call” or “Strategy Session” so clients know what to expect.
• Seamless Integration: With 17hats, scheduled calls flow directly into your workflows, saving you time and eliminating double-booking.

These small changes make a big difference in how professional your business feels to clients.

Action Tip: Audit your current scheduler and ask yourself: Does it reflect my brand and simplify the booking process?

🔗 Ready to streamline your scheduling? Book a Chemistry Call: www.simplifysimplify.me/chat​
xo,
​Liz