17hats

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

Amanda Rae

Tabor

Our Recommended Process

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.