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Getting Started with 17hats
Getting Started with 17hats
New to 17hats? Get started setting up your 17hats account here!
32 articles in this collection
Written by
Travis
and
Amanda Rae
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
The Basics
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
Account Settings
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
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
Our Recommended Process
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