Video Tutorials

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26 articles in this collection
Written by Alexa, Sierra Tuttle, and Jack Donahue

Video: 17hats Group Workshop

General Overview of 17hats
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Written by Alexa
Updated over a week ago

Video: Overview Page

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Written by Alexa
Updated over a week ago

Video: Account Settings & Options

This video will help you master account settings and get the most out of your 17hats account.
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Written by Sierra Tuttle
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.
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Written by Sierra Tuttle
Updated over a week ago

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.
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Written by Sierra Tuttle
Updated over a week ago

Video: Creating and Using Templates

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Written by Alexa
Updated over a week ago

Video: Templates

How to create, edit, and view templates in 17hats
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Written by Alexa
Updated over a week ago

Video: Building Lead Capture Forms

Automate the population of leads into 17hats and responds to leads quicker.
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Written by Sierra Tuttle
Updated over a week ago

Video: Email Sync Setup & Use

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Written by Alexa
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.
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Written by Sierra Tuttle
Updated over a week ago

Video: Installing Lead Capture Forms

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Written by Alexa
Updated over a week ago

Video: Building & Sending Quotes

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Written by Alexa
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
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Written by Sierra Tuttle
Updated over a week ago

Video: Writing and Signing Contracts

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Written by Alexa
Updated over a week ago

Video: Questionnaires Setup

Building Questionnaires
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Written by Alexa
Updated over a week ago

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.
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Written by Sierra Tuttle
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.
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Written by Sierra Tuttle
Updated over a week ago

Video: Scheduled Payments

Add flexible scheduled payments to your invoices with a variety of customizable options.
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Written by Sierra Tuttle
Updated over a week ago

Video: Client Portal

Step-by-step instructions on how to set up and use Client Portal
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Written by Alexa
Updated over a week ago

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
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Written by Sierra Tuttle
Updated over a week ago

Video: Shared Templates

Instructions on how to set up and use Shared Templates
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Written by Jack Donahue
Updated over a week ago

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.
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Written by Sierra Tuttle
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.
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Written by Sierra Tuttle
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!
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Written by Sierra Tuttle
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.
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Written by Sierra Tuttle
Updated over a week ago

Video: Multi User on 17hats

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Written by Alexa
Updated over a week ago