General

Learn more about general site features, troubleshooting information, and more our subscription and cancellation information

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26 articles in this collection
Written by Jack Donahue, Travis, Amanda Rae and 2 others

Embedding Images in Emails, Email Signatures, and Contracts

Written by Leon
Updated over a week ago

17hats Vocabulary

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

Written by Amanda Rae
Updated over a week ago

How do I contact 17hats?

Learn how you can get in touch with 17hats!

Written by Amanda Rae
Updated over a week ago

What currencies does 17hats support?

Written by Amanda Rae
Updated over a week ago

General Feature Information

How to Utilize Multiple Brands/Accounts?

Getting Started with multi-brand/accounts through linked brands

Written by Jack Donahue
Updated over a week ago

How do I delete or remove a linked brand/account?

Learn now to delete/remove a linked brand/account here.

Written by Travis
Updated over a week ago

Client Portal Overview

Learn more about sharing documents in bulk with the Client Portal

Written by Teresa Webb
Updated over a week ago

Client Portal - Customizing Your Global Settings

Learn how to update the Client Portal for ALL contacts

Written by Amanda Rae
Updated over a week ago

Client Portal - Customizing per Contact

Learn how to customize a specific contacts Client Portal

Written by Amanda Rae
Updated over a week ago

Client Portal - Giving Contacts Access

Learn the various ways to give your contacts access to their very own client portal!

Written by Amanda Rae
Updated over a week ago

All About "To-Do" Tasks

Learn how to add To-Do's and where due & past due To-Do tasks live

Written by Amanda Rae
Updated over a week ago

Quick Look Sidebar

Quick and easy access to Calendar events, To Dos and the 17hats Setup Guide

Written by Travis
Updated over a week ago

Recent Client Activity

Review and filter all of your client's document activity in one spot

Written by Travis
Updated over a week ago

Custom Fields

Learn how to add custom fields into 17hats, and get answers to common questions about this new feature

Written by Travis
Updated over a week ago

Complete List of Tokens

Written by Jack Donahue
Updated over a week ago

Time Tracking

How do I use time tracking within 17hats?

Written by Travis
Updated yesterday

Tag Feature Overview

Learn the types of tags you can create and where to find them

Written by Amanda Rae
Updated over a week ago

Miscellaneous

Staying Organized in 17hats

Learn about the various ways 17hats can help you combat one of the biggest pain points of running a business - staying organized

Written by Jack Donahue
Updated over a week ago

How-To: Download Conversation History from Intercom

Saving your Intercom chats for future reference

Written by Travis
Updated over a week ago

How can I check the status of the 17hats website?

Written by Amanda Rae
Updated over a week ago

17hats Facebook User Group History

Written by Travis
Updated over a week ago

Troubleshooting Errors

Learn how to get additional information the Business Support Team can use when troubleshooting errors

Written by Travis
Updated over a week ago

How do I clear my web browser's cookies, cache, and history

About cache, cookies, and history

Written by Travis
Updated over a week ago

Subscription & Cancellation Information

How will 17hats subscription charges appear on my credit card statement?

Written by Amanda Rae
Updated over a week ago

What is 17hats refund/cancellation policy?

Written by Amanda Rae
Updated over a week ago

How do I cancel my account?

Written by Amanda Rae
Updated over a week ago