General

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

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25 articles in this collection
Written by Jack Donahue, Travis, Amanda Rae and 1 other

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 Travis
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 this week

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 over a week ago

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 this week

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