17hats

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

What is 17hats?

Learn how you can contact 17hats for further help!

Where do I go for Help?

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

17hats Terminology

Amanda Rae

Jennifer Ann

Travis

New to 17hats? Get started setting up your 17hats account here!

Getting Started with 17hats

Tour of 17hats

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

17hats Dashboard

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

Contact Types

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

Adding Contacts to 17hats

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

17hats Projects

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

Project Overview

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

17hats Documents & Emails

Use Notification History to get back to recent updates like new leads, signed contracts, paid invoices, answered questionnaires, bookings, and other account activity.

Notification History Alerts

The Basics

Learn how to update your Account Settings

My Account Settings

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

Brand Preference Page Overview

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

Brand Preferences - Account Tab

Brand Preferences - Images Tab

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

Brand Preferences - Colors &  Fonts Tab

Learn how to update text throughout your materials.

Brand Preferences - Text Tab

Learn how email communication works within 17hats.

Email Communication Overview

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

Email Sync Setup & Use

Learn how to setup email signatures within your account settings

Email Settings - Email Signature Tab

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

Document Email Reminders

Calendar Overview

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

Recommended Calendar Setup

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

Bookkeeping Overview

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

Money Matters - Invoice Options

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

Money Matters - Connecting Your Bank Account

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

Money Matters - Tax Settings Page

Adding and managing Products and Services in your Account Settings

Money Matters - Products & Services

Account Settings

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

Recommended Processes Overview

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

Lead Management Process Overview

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

Booking Process Overview

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

Onboarding Process Overview

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

Fulfillment Process Overview

This article demonstrates the simple process of moving your account from Sprout Studio to 17hats!

Switching From Sprout Studio to 17hats

This article details the process of onboarding from another CRM. From transferring Contacts to adding Templates. Let's move over to 17hats.

Onboarding From Another CRM | Start Here

When moving from another CRM, the first thing we want to do is set up your 17hats Account-- this also follows a process.

Onboarding | Step 1) Set Up Your New 17hats Account

When it comes to moving your clients over from another CRM, 17hats has you covered! Follow the steps below for an easy transition.

Onboarding | Step 2) Moving your Clients to 17hats

When it comes to moving your template over from another CRM, 17hats has you covered! Follow the steps below for an easy transition.

Onboarding | Step 3) Moving your Templates to 17hats

17hats is widely known for it's advanced set of features. In this article, we'll dive into the most popular of the "Advanced" features.

Onboarding | Step 4) Setting Up Advanced Features

Jeff Haynes

Our Recommended Process

Find answers and get help from Intercom Support and Community Experts

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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.

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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.

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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.

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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.

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

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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.

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