17hats

A guide to some of the most commonly-used terms in 17hats

17hats Vocabulary

Learn how you can get in touch with 17hats!

How do I contact 17hats?

What currencies does 17hats support?

Find Your 17hats Subscription Receipts

Amanda Rae

Jeff Haynes

Travis

Learn more about general site features, troubleshooting information, and more our subscription and cancellation information

General

Getting Started with multi-brand/accounts through linked brands

How do I add and use Linked Brands?

Learn now to delete/remove a linked brand/account here.

How do I delete or remove a linked brand/account?

Learn more about sharing documents in bulk with the Client Portal

Client Portal Overview

Learn how to update the Client Portal for ALL contacts

Client Portal - Customizing Your Global Settings

Learn how to customize a specific contacts Client Portal

Client Portal - Customizing per Contact

Learn the various ways to give your contacts access to their very own client portal!

Client Portal - Giving Contacts Access

Learn how to add To-Do's and where due & past due To-Do tasks live

All About "To-Do" Tasks

Quick and easy access to Calendar events, To Dos and the 17hats Setup Guide

Quick Look Sidebar

Review and filter all of your client's document activity in one spot

Recent Client Activity

Learn how to add custom fields into 17hats, and get answers to common questions about this new feature

Custom Fields

Complete List of Tokens

How do I use time tracking within 17hats?

Time Tracking

Learn the types of tags you can create and where to find them

Tag Feature Overview

Jack Donahue

General Feature Information

Learn about the various ways 17hats can help you combat one of the biggest pain points of running a business - staying organized

Staying Organized in 17hats

Saving your Intercom chats for future reference

How-To: Download Conversation History from Intercom

How can I check the status of the 17hats website?

17hats Facebook User Group History

Learn how to get additional information the Business Support Team can use when troubleshooting errors

Troubleshooting Errors

A first-line solution to almost any problem

How to clear 17hats cookies from your web browser

Miscellaneous

How will 17hats subscription charges appear on my credit card statement?

What is 17hats refund/cancellation policy?

How do I cancel my account?

Subscription & Cancellation Information

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.