Video Tutorials & Webinar Replays

Find all our previously recorded webinars

24 articles in this collection
Written by Jack Donahue, Travis, and Amanda Rae

Webinar Replay List

Here you will find replays of past webinars and links to future webinars

Written by Amanda Rae
Updated over a week ago

17hats Documents

Video: Building & Sending Quotes

Written by Travis
Updated over a week ago

Video: Writing and Signing Contracts

Written by Travis
Updated over a week ago

Video: Questionnaires Setup

Building Questionnaires

Written by Travis
Updated over a week ago

Video: Building and Sending Invoices

Generate professional invoices and get paid online (and on time!) with this video showing how to set up and send invoices

Written by Amanda Rae
Updated over a week ago

Video: Scheduled Payments

Add flexible scheduled payments to your invoices with a variety of customizable options.

Written by Amanda Rae
Updated over a week ago

Video: Recurring Invoices

Automate the sending of invoices on a regular frequency to your clients with customizable options for recurrence length and amount.

Written by Amanda Rae
Updated over a week ago

Bookkeeping

Video: Bookkeeping and Reporting

Ensure all your records are ready for your accountant. This video will walk you through the basics of setting up and using bookkeeping

Written by Amanda Rae
Updated over a week ago

Video: Quickbooks Online Integration

Connect your Quickbooks Online Account to 17hats and then invoice and payments will be synced automatically!

Written by Amanda Rae
Updated over a week ago

Email & Calendars

Video: Email Sync Setup & Use

Written by Travis
Updated over a week ago

Video: Connecting Your Google Calendar

Sync your 17hats account with your Google Calendar to sync your schedule across your devices.

Written by Amanda Rae
Updated over a week ago

Lead Capture

Video: Lead Overview

View all your leads and lead related activity in one spot. This video will walk you through the Lead Overview screen and its functionality.

Written by Amanda Rae
Updated over a week ago

Video: Building Lead Capture Forms

Automate the population of leads into 17hats and responds to leads quicker.

Written by Amanda Rae
Updated over a week ago

Video: Email Lead Capture Set Up

Automate the population of leads into 17hats from heknot.com, weddingwire.com and showitfast.com and respond to leads quicker.

Written by Amanda Rae
Updated over a week ago

Video: Installing Lead Capture Forms

Written by Travis
Updated over a week ago

Multi-Users

Video: Multi User on 17hats

Written by Travis
Updated over a week ago

Project Page

Video: Project Overview

View all the information about your project in one place. This video walks you through the project overview screen and its functionality.

Written by Amanda Rae
Updated over a week ago

Video: Project Lifecycles

Learn how to set up your Lifecycles and track your leads and clients as they move through the stages of your Lifecycle.

Written by Amanda Rae
Updated over a week ago

Video: Client Portal

Step-by-step instructions on how to set up and use Client Portal

Written by Travis
Updated over a week ago

Video: Using Time Tracking

Track time and easily invoice your clients with a single click. This video shows you how to setup time tracking and use it effectively.

Written by Amanda Rae
Updated over a week ago

Templates

Video: Creating and Using Templates

Written by Travis
Updated over a week ago

Video: Templates

How to create, edit, and view templates in 17hats

Written by Travis
Updated over a week ago

Video: Shared Templates

Instructions on how to set up and use Shared Templates

Written by Jack Donahue
Updated over a week ago

Workflows

Video: Workflow Walkthrough

Stay on top of your work and automate repetitive tasks with workflows. This video will guide you through building and using workflows.

Written by Amanda Rae
Updated over a week ago