1. Download your files 2. Set up the automation 3. Template quick start

1. Download your files

Bought on Etsy? Etsy emails you a download link after your payment goes through. You can also download any time from Etsy: You > Purchases and reviews, then Download files next to the order.

Bought on our site? The download link is in your receipt email.

Your download is a ZIP file. Unzip it first: double-click it on a Mac, or right-click and choose Extract All on Windows. Then open the folder.

What you’ll find inside:

• Automation (Inquiry→Booked): START-HERE.md, SETUP-GUIDE.md, a variants/ folder with five versions: photographers, contractors, barbers / stylists, therapists, and any other service business (Make.com blueprint files, form questions, CRM columns, email settings), instant-trigger/, ZAPIER-GUIDE.md, follow-up-reminder/, and LICENSE.md.
• Notion packs (wedding and therapist): a build guide plus CSV files you import into your own Notion workspace. These aren’t duplicate-link templates.
• Workbooks (hair, lawn, handyman, pressure washing): an Excel file (.xlsx) that also opens in Google Sheets. The hair, lawn, and handyman packs also include a build guide and CSV files.

The .md files are plain text. They open in any text editor, or you can preview them in most code editors.

2. Set up the Inquiry→Booked automation

This is a summary of SETUP-GUIDE.md in your download. Follow the guide itself for the full details. Plan on about 30–45 minutes the first time.

Before you start

• A Google account (Forms, Sheets, and Gmail).
• A Make.com account. Create one at https://www.make.com. The Free plan works within its monthly credit limit. Checking every 60 minutes is the recommended schedule; the guide’s PLAN-LIMITS-AND-SCHEDULING.md explains why.

Pick the right version

The download has five versions in the variants/ folder. Each has its own form questions, CRM columns, emails, and Make.com files.

• 1-wedding-photographers: wedding and event photographers.
• 2-contractors-home-services: handyman, lawn care, pressure washing, and other trades (quote requests).
• 3-barbers-stylists: barbers and hairstylists (consult and quote requests, with a rebook-due column).
• 4-therapists-consult-request: therapists and counselors. Consult requests only: name, email, preferred call times, and how they heard. No free-text box.
• 5-any-other-service-business: any other service business, such as cleaners, tutors, trainers, repair, or consultants. Its auto-reply is neutral and says the request isn’t a confirmed booking yet.

Health, therapy, or counseling practice? Use the therapist version, not the general one: the general form has a free-text message box.

Steps

1. Build the Google Form. Add the questions from your version’s FORM-QUESTIONS.md, in exactly that order and with the exact titles. In the form’s settings, set Collect email addresses to Do not collect. Then link the form to a new Google Sheet from the Responses tab, and click Publish: Google Forms doesn’t accept responses until the form is published. On a Google Workspace account, change responders to Anyone with the link (the default is only people in your organization).
2. Add the CRM tab. In the same spreadsheet, add a tab named as CRM-COLUMNS.md says (for example, Inquiries) and paste in the header row from the header CSV.
3. Import the blueprint. In Make, go to Scenarios and click + Create scenario. Open the More menu (the three dots in the upper-right corner of the Scenario Builder) > Import blueprint > Choose JSON blueprint. Pick your version’s make-blueprint-…-hourly.json and click Save. You’ll see four modules.
4. Connect Google Sheets (modules 1 and 2). Sign in with the Google account that owns the spreadsheet and grant all the permissions Google asks for. In module 1, pick the Form Responses 1 sheet and leave the extra fields (Search Method, Row with headers, Limit) as they are. In module 2, pick your CRM tab.
5. Connect Gmail (modules 3 and 4). Sign in with the account the emails should come from. In module 3, the email body is the Content field: replace every [BRACKETED] item there with your real name and business details (your signature is the last lines of Content). In module 4, set the To address to your own email.
6. Save, then test with one fake inquiry. If Make shows a Messages box with warnings when you save, click Save anyway; the warnings clear once the connections are in. Right-click module 1 > Choose where to start: pick All for a new form, or Since specific ID with the last old row number to skip older responses. Submit a test through your form’s preview and click Run once. Check for the new CRM row, the auto-reply (look in spam too), and your alert.
7. Turn it on. Open the schedule (the clock on module 1, or the Every 15 minutes button in the bottom toolbar), set it to run at regular intervals, every 60 minutes, and switch the scenario on. Replies go out at each check, so within about an hour. On Make’s Free plan (1,000 credits a month, 2 active scenarios, 15-minute minimum), each inquiry uses about 4 credits.

Optional add-ons

• Instant replies: instant-trigger/README.md uses a short Google Apps Script and a Make custom webhook (available on Make’s Free plan) so replies usually go out within a minute or two. Use it instead of the hourly scenario, not as well as, or people get two emails.
• Daily follow-up reminder: follow-up-reminder/README.md emails you each morning with anyone due for a follow-up. It runs on Google Apps Script and doesn’t use Make credits.
• Zapier instead of Make: follow ZAPIER-GUIDE.md. Zapier Free checks for new form responses about every 15 minutes.

If something looks wrong

• Answers in the wrong CRM columns: the form questions aren’t in the exact order, or Collect email addresses is on.
• No auto-reply: check spam, then open the last run in Make and check that module 3’s To shows one email address.
• Email shows [YOUR NAME]: edit the email body in module 3.
• Duplicate emails: two scenarios (or Make and Zapier) are watching the same form. Keep one.
• Scenario stopped mid-month: the free credits ran out. Use a slower schedule or the instant add-on.

Good to know. Make.com, Zapier, and Google are separate services with their own terms and plan limits, and you connect your own accounts. The therapist version collects only scheduling details, with no free-text box, for privacy. It is not HIPAA software or an EHR, so keep clinical details out of forms and email.

3. Template quick start

• Notion packs: open the build guide (the Setup .md file) first. Then in Notion, import each CSV from the csv-imports/ folder (csv-imports/HOW-TO-IMPORT.md shows how) and follow the guide to add the views and formulas.
• Workbooks: open the .xlsx in Excel, or upload it to Google Drive and open it with Google Sheets. Start with the “How to use” tab (“Start Here” in the pressure-washing estimator), replace the fictional sample rows with your own, and keep a clean master copy.

Questions about a file, or a file that won’t open? Email us at hello@packforged.com and we’ll help or send a fresh copy.