Getting Started with 17hats

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

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31 articles in this collection
Written by Sierra Tuttle and Travis
Account Settings

My Account Settings

Learn how to update your Account Settings
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Written by Sierra Tuttle
Updated over a week ago

Brand Preference Page Overview

What can I update within my Brand Preferences page in 17hats?
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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.
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Written by Sierra Tuttle
Updated over a week ago

Brand Preferences - Logo Tab

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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.
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Written by Sierra Tuttle
Updated over a week ago

Brand Preferences - Text Tab

Learn how to update text throughout your materials.
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Written by Sierra Tuttle
Updated over a week ago

Email Communication Overview

Learn how email communication works within 17hats.
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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.
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Written by Sierra Tuttle
Updated over a week ago

Email Settings - Email Signature Tab

Learn how to setup email signatures within your account settings
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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.
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Written by Travis
Updated over a week ago

Calendar Overview

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Written by Travis
Updated over a week ago

Recommended Calendar Setup

Learn what calendars we suggest creating or connecting in your 17hats account.
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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.
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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.
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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.
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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.
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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)?
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Written by Travis
Updated over a week ago