What is 17hats?

New to 17hats or considering using the platform for your business needs? Find out what 17hats can do for you!

Written by Sierra Tuttle
Updated over a week ago

Where do I go for Help?

Learn how you can contact 17hats for further help!

Written by Sierra Tuttle
Updated over a week ago

17hats Terminology

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

Written by Sierra Tuttle
Updated over a week ago

Tour of 17hats

Learn where each feature of 17hats lives

Written by Sierra Tuttle
Updated over a week ago

17hats Dashboard

Find out what's included on the 17hats Dashboard, or overview page.

Written by Sierra Tuttle
Updated over a week ago

Contact Types

What are the contact types in 17hats and how are they used?

Written by Sierra Tuttle
Updated over a week ago

Adding Contacts to 17hats

Learn the four ways to add contacts to your 17hats account.

Written by Sierra Tuttle
Updated over a week ago

17hats Projects

Learn what projects are used for and how to add and switch between them.

Written by Sierra Tuttle
Updated over a week ago

Project Overview

What is and how do I navigate my contacts Project Overview screen?

Written by Sierra Tuttle
Updated over a week ago

17hats Documents & Emails

Learn the types of documents and emails you can create within 17hats

Written by Sierra Tuttle
Updated over a week ago

My Account Settings

Learn how to update your Account Settings

Written by Sierra Tuttle
Updated over a week ago

Brand Preference Page Overview

What can I update within my Brand Preferences page in 17hats?

Written by Sierra Tuttle
Updated over a week ago

Brand Preferences - Account Tab

How to update the internal look of your 17hats account and customize the URL for Client facing materials.

Written by Sierra Tuttle
Updated over a week ago

Brand Preferences - Logo Tab

Written by Sierra Tuttle
Updated over a week ago

Brand Preferences - Colors & Fonts Tab

Learn how to change the font color and type of all Documents.

Written by Sierra Tuttle
Updated over a week ago

Brand Preferences - Text Tab

Learn how to update text throughout your materials.

Written by Sierra Tuttle
Updated over a week ago

Email Communication Overview

Learn how email communication works within 17hats.

Written by Sierra Tuttle
Updated over a week ago

Email Sync Setup & Use

This article will guide you through connecting your email accounts to view emails and being receiving and sending email with 17hats.

Written by Sierra Tuttle
Updated over a week ago

Email Settings - Email Signature Tab

Learn how to setup email signatures within your account settings

Written by Travis
Updated over a week ago

Email Settings - Document Email Reminders

Learn how to customize automatic email reminders for upcoming and past due documents.

Written by Travis
Updated over a week ago

Calendar Overview

Written by Travis
Updated over a week ago

Recommended Calendar Setup

Learn what calendars we suggest creating or connecting in your 17hats account.

Written by Sierra Tuttle
Updated over a week ago

Bookkeeping Overview

Learn how the 17hats Bookkeeping feature works and how to connect your bank accounts.

Written by Sierra Tuttle
Updated over a week ago

Money Matters - Invoice Options Page

Learn where and how to update the invoice options that affect all invoices.

Written by Sierra Tuttle
Updated over a week ago

Money Matters - Connecting Your Bank Account

Learn how to connect your bank account to automatically import recent transactions.

Written by Travis
Updated over a week ago

Money Matters - Tax Settings Page

Learn how to add a tax rate and apply them quotes and invoices.

Written by Sierra Tuttle
Updated over a week ago

Money Matters - Products & Services Page

How can I manage my previously created invoice/quote products (and create new ones)?

Written by Travis
Updated over a week ago

Recommended Processes Overview

Learn how to get the most out of 17hats and automate your Client Experience!

Written by Sierra Tuttle
Updated over a week ago

Lead Management Process Overview

Learn how to organize and automate your Client Experience for potential customers and new Leads.

Written by Sierra Tuttle
Updated over a week ago

Booking Process Overview

Learn how to take qualified leads and turn them into a paying Client faster with a workflow and a combined document.

Written by Sierra Tuttle
Updated over a week ago

Onboarding Process Overview

Learn the best way to automate your Client Experience once you've been paid.

Written by Sierra Tuttle
Updated over a week ago

Fulfillment Process Overview

Learn how to automate the tasks you complete to prepare, execute, and deliver your product or service.

Written by Sierra Tuttle
Updated over a week ago