Now that you’re familiar with the basics of 17hats, you can begin setting up your account! The first area you’ll want to update is your Account Settings. 17hats will use the information within this page to pre-fill your business information on all your documents.
To update this page, click on the gear icon on the upper right-hand side of your page and click the “edit” button on the page.
Fields to Update
Full Name: Your Full Name will populate the “From” field when sending emails and your contract signature.
Email Address: This email address will be the “From” address displayed when using the 17hats Outgoing Mail server.
Cell Phone: The platform will send SMS Text notifications for new Lead who fill out your Lead Capture Form if this setting is enabled.
Business Name: Your business name will show up on the “from” address displayed when sending Quotes and Invoices. If you do not add a logo to your account, this will also appear on the top of your Lead Capture Forms, and all other 17hats documents.
Address: Your address will appear on the “from” address displayed when sending Quotes and Invoices.
Business Phone: This information can be used in Tokens within emails and contracts.
Account ID: This is your unique account ID number that is generated when you first sign up. Our Business Support Team may ask for this to look up your account information.
Show: This checkbox field allows you to turn on the in-app education module called “The World of Easier”. When enabled, it will appear under your Calendar on the Dashboard.
Ready to keep updating the other settings of your account? Keep going by updating your Brand Preferences
Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.