Account Settings Overview
Learn what you can access within your Account Settings
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

Your Account Settings is where you'll update all the global settings, admin information, templates, and bookkeeping items. Basically, if there is anything you need to update outside of a contacts information or specific project information, you'll need to go to your Account Settings to do so. 

Accessing your Account Settings

You can quickly access your Account Settings by clicking the gear icon located on the top right of your account. This is available on any page within 17hats.

Account Settings Pages

Your Account Setting pages are organized into four categories - Settings, Admin, Account Templates, and Money Matters and include various elements you can review and adjust as needed. 


Setting Pages 

My Account - The My Account Page will display your brand information and any linked brands. The Linked Brands will only show for the account owner when logged into the master account. 

For more information on updating your Account Settings please click the button below.

Brand Preferences - The Brand Preferences page will allow you to customize the look of the internal view of 17hats as well as how documents look to your customers. 

For more information on updating your Account Settings please click the button below.

Email Settings - The email settings page allows you to connect your incoming & outgoing email, set email reminders for all 17hat type documents, and create email signatures. 

For more information on updating each of these areas, please click the buttons below. 

Calendars - The Calendars page allows you to create new 17hats calendars, update existing calendars, or connect and update your primary Google calendar connection. Please be aware, only one main Google calendar can be connected at a time. 

For more information on calendars, please click the button below.

Client Portal - The Client Portal is a secure location where your contacts can accept quotes, sign contracts, complete questionnaires, pay invoices and view their event details. A portal is created for each contact and will display all active projects for that contact. 

For more information about the Client Portal feature, please click the button below. 

Online Scheduling - The Online Scheduling tool (OS) will allow your contacts to easily schedule an appointment, consultation, event, session, etc. on the 17hats calendar, or connected Google calendar of your choice. 

To learn more about the Online Scheduling tool, please click the button below. 


Admin Pages

Users - The User page allows you to add on additional users to your account and manage previously added team member permissions. 

For more information about Users, please click the button below. 

Change My Login - As the name implies, you'll be able to change your login email address or password from this link. 

Referrals - The referral page allows you to set a referral option, and provides a link and code to give to family and friends! They'll be able to use the code to get a credit or discount on an annual subscription or higher. 

Billing Info -  The billing page shows you your current plan, the card we have on file, and allows you to cancel your account if needed. 

Integrations - The integrations page allows you to connect to other products and services that enhance 17hats. We currently integrate with Shootproof, Quickbooks online, Fundy, ProSelect, and Zapier. 

For more information on these integrations, click the button below.


Account Templates

Documents & Emails - The Documents & Emails page holds all your previously saved quote, contract, invoice, questionnaire and email templates. A Template is a clean base copy of any email or document you'd send your contact regularly. They can be reused for any contact or in Workflow Templates to save you time and streamline your process.

For more information, click the button below.

Custom Fields - Custom Fields allow you to create custom data fields to track data from Contacts and Projects. You can use these fields as tokens in your Emails and Contracts, as well in Lead Capture Forms and Questionnaires.

For more information on creating and view custom fields, please click the button below.

Workflows - Workflow Templates allow you to automate the tasks you usually take to complete a project and guide your contact through your client experience. 

They save you time by either completing the tasks for you or reminding you to complete a task. They also allow you to scale your business by creating a consistent, repeatable client experience. You can even delegate the tasks to other team members added to your account.

For more information on the different workflows we recommend creating, please click the button below. 

Lifecycles - Lifecycles give you a visual representation of the stage a particular project is in. They give you the pulse of your contacts projects from start to finish and automatically moves the project stage forward so you’ll always instantly know the status of every project.

For more information on Lifecycles, please click the button below.

Lead Capture Forms - Lead Capture Forms (LCFs) allow you to automate the population of interested customers into 17hats. The form would replace your existing contact method and add each person who uses the form as a contact in 17hats and create a project for them. 

For more information on Lead Capture Forms, please click the button below.

Marketplace - The Marketplace is a collection of various templates provided by 17hats and other members who use the platform. All templates provided by 17hats are free of charge! Others can be purchased for the specific brand/account and range from $19.95 - $300 USD.

For more information on the Marketplace, please click the button below.


Money Matters

Invoice Options - The Invoice Options page allows you to set the currency you want to bill in, an invoice footer to include further information, and select the payment merchant you want to use. 

For more information, please click the button below. 

Tax Settings - The Tax Settings page allows you to create various tax rates that can be applied to Quotes and Invoices. Creating these rates makes calculating tax on those documents a more streamlined process. 

For more information, please click the button below. 

Bookkeeping Options - The 17hats Bookkeeping module connects to your online banking or credit card accounts to automatically import and categorize transactions. 

For more specifics on invoicing and bookkeeping through 17hats, please click the button below.

Time Tracking - The 17hats Time Tracking page allows you to create rates you would charge for. You can then use the timer to track time as you work, or log previously tracked time within your contact's project. 

For more information, please click the button below. 


Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST. 

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