You might think you have your calendars under control. But do you really? By optimizing your calendars you will be able to utilize 17hats features better and digest the chaos of your calendar easier.
Your small business calendars are the foundation of an organized day, and if your calendars aren’t organized then, well, you aren’t starting off on the right foot.
Our first of the 31 Ways this month is the simple task of calendar organization.
I highly recommend 5 different calendars in 17hats.
But first, let’s stop there for a service announcement! If you’re a Google Calendar user, you’ll want to create these calendars in Google and then sync them over to 17hats. Just create the calendars in Google and connect them to 17hats. It is super easy. Here’s our help article to walk you through it.
5 Calendars You Need In 17hats for Optimal Organization
Booked Calendar – All service dates and meetings for booked clients will go on your Booked calendar. And, since booked clients mean money in your pocket, color code your calendar green.
Did you know the 17hats is one of the only platforms that allow you to color code your calendars? Whhhaat! Yep. That’s true!
Leads Calendar – Just like your Booked Calendar your Leads Calendar will contain all your lead’s meetings and service dates. Since leads need your attention, let’s color code this calendar red.
Life Calendar – Set the Color code to your favorite color and add all your life events to the Life Calendar. Doctor appointments, birthday parties, lunch dates … basically whatever is happening in your personal life. If you already have a Life calendar on Google, just connect it to your 17hats account.
To-Do Calendar – I can’t say this enough – I highly recommend all Workflows and To-Dos go on a To-Do Calendar. This is especially important if you use or plan to use 17hats Online Scheduling, which will talk more about.
To Be Confirmed Calendar – If you use the confirmation feature on 17hats Online Scheduling, I recommend you have a To Be Confirmed Calendar. By color coding it orange, you’ll quickly be able to see which bookings need to be confirmed by glancing at your calendar.
Why is it important to have 5 different calendars for your small business?
By breaking out your calendars and color coding them, you’ll be able to quickly identify what needs to be done with just a glimpse of your calendar. Red – you have a lead that needs to be responded to. Orange – quickly review and confirm (if you don’t have that automatically set up in a workflow) your booking.
Also with leads being red and booked clients being green, you’ll be able to tell if a lead is requesting a date that is already booked.
Finally, if you use 17hats Online Scheduling, you’ll easily be able to cross reference your leads, booked, to be confirmed, and life calendar ensuring you don’t double book yourself. Since you can move your to-dos around, there is no need to cross-check that calendar.
For more 17hats education, visit 17hatsUniversity.com.
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3 replies on “Staying Organized: 5 calendars you need in your 17hats account”
Love your work Amanda, this 31days practice is genius and super useful idea to finally maximise the use of platform. You’re the best, did I say that already?
I learn so much about what I’ve invested in with 17Hats more and more each week. This is great. Thank you.
Thank you. I love 17hats. I couldn’t have an event venue without it!
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