New to 17hats? Start here!

+1
21 articles in this collection
Written by Alexa, Miji Zhou, and Jeff and 1 other

Brand Preferences

How to customize 17hats for both you and your clients!
Written by Alexa
Updated this week

Set up the essentials

Follow these easy steps to lay the foundation for a low-maintenance 17hats account
Written by Miji Zhou
Updated over a week ago

17hats dashboard

Let's walk through your 17hats dashboard or as we'll call it, your overview page
Written by Miji Zhou
Updated over a week ago

How does 17hats work when it's up and running?

See how our most powerful features interact with one another and how the complete system works when it's fully set up
Written by Miji Zhou
Updated over a week ago

Where do I upload my logo?

Steps to getting your company's logo added to 17hats
Written by Alexa
Updated over a week ago

What would my current Word/PDF proposal look like inside of 17hats?

Written by Miji Zhou
Updated over a week ago

How does email correspondence work in 17hats?

Written by Jeff
Updated over a week ago

Products: Adding/Editing

How can I manage my previously created invoice/quote products (and create new ones)?
Written by Alexa
Updated over a week ago

Putting an existing email template into 17hats

Written by Miji Zhou
Updated over a week ago

Projects vs. Lifecycle vs. Workflows

Written by Alexa
Updated over a week ago

How do I utilize multiple brands/accounts?

Getting Started with Multi-Brand/Multi-Account
Written by Alexa
Updated this week

Accept ACH payments through 17hats

How do I accept ACH payments through 17hats?
Written by Alexa
Updated over a week ago

Domain Setting

What is the domain setting and how do I change it?
Written by Jeff
Updated over a week ago

Sending an invoice

Building and sending invoices in 17hats is effortless thanks to the ease of using templates as well as the ability to take online payments
Written by Miji Zhou
Updated over a week ago

Workflows

What are Workflows? How do I create and implement them?
Written by Miji Zhou
Updated over a week ago

Getting Started: Client Portal

The 17hats Client Portal is a convenient way for your clients to access and complete all the documents you've shared with them.
Written by Alexa
Updated over a week ago

Creating a Calendar Event

Adding an event in 17hats, what's important to know? And How do you do it?
Written by Jeff
Updated over a week ago

What Are Project Lifecycles?

Steps to add and edit 17hats project lifecycles
Written by Australia K.
Updated over a week ago