Getting Started with 17hats

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 Amanda Rae
Updated over a week ago

Where do I go for Help?

Learn how you can contact 17hats for further help!

Written by Amanda Rae
Updated over a week ago

17hats Terminology

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

Written by Amanda Rae
Updated over a week ago

Tour of 17hats

Learn where each feature of 17hats lives

Written by Amanda Rae
Updated over a week ago

17hats Dashboard

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

Written by Amanda Rae
Updated over a week ago

Contact Types

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

Written by Amanda Rae
Updated over a week ago

Adding Contacts to 17hats

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

Written by Amanda Rae
Updated over a week ago

17hats Projects

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

Written by Amanda Rae
Updated over a week ago

Project Overview

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

Written by Amanda Rae
Updated over a week ago

17hats Documents & Emails

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

Written by Amanda Rae
Updated over a week ago

My Account Settings

Learn how to update your Account Settings

Written by Amanda Rae
Updated over a week ago

Brand Preference Page Overview

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

Written by Amanda Rae
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 Amanda Rae
Updated over a week ago

Brand Preferences - Logo Tab

Written by Amanda Rae
Updated over a week ago

Brand Preferences - Colors & Fonts Tab

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

Written by Amanda Rae
Updated over a week ago

Brand Preferences - Text Tab

Learn how to update text throughout your materials.

Written by Amanda Rae
Updated over a week ago

Email Communication Overview

Learn how email communication works within 17hats.

Written by Amanda Rae
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 Amanda Rae
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

How to set up your calendars in 17hats

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 Amanda Rae
Updated over a week ago

Bookkeeping Overview

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

Written by Amanda Rae
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 Amanda Rae
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 Amanda Rae
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 Amanda Rae
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 Amanda Rae
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 Amanda Rae
Updated over a week ago

Onboarding Process Overview

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

Written by Amanda Rae
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 Amanda Rae
Updated over a week ago