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Getting Started with 17hats
Getting Started with 17hats
New to 17hats? Get started setting up your 17hats account here!
What is 17hats?
Where do I go for Help?
17hats Terminology
My Account Settings
Brand Preference Page Overview
Brand Preferences - Account Tab
Brand Preferences - Images Tab
Brand Preferences - Colors & Fonts Tab
Brand Preferences - Text Tab
Email Communication Overview
Email Sync Setup & Use
Email Settings - Email Signature Tab
Email Settings - Document Email Reminders
Calendar Overview
Recommended Calendar Setup
Bookkeeping Overview
Money Matters - Invoice Options
Money Matters - Connecting Your Bank Account
Money Matters - Tax Settings Page
Money Matters - Products & Services Page
Recommended Processes Overview
Lead Management Process Overview
Booking Process Overview
Onboarding Process Overview
Fulfillment Process Overview
Switching From Sprout Studio to 17hats
Onboarding From Another CRM | Start Here
Onboarding | Step 1) Set Up Your New 17hats Account
Onboarding | Step 2) Moving your Clients to 17hats
Onboarding | Step 3) Moving your Templates to 17hats
Onboarding | Step 4) Setting Up Advanced Features