These quick walk-throughs will help you set up and take your 17hats account to the next level.
Tokens allow you to create email templates that send personalized emails to each of your clients. No more adjusting for a client name or service date - let 17hats do that work for you.
Learn how to use 17hats Online Scheduling Confirmation Messages in under three minutes. These are the perfect places to communicate information.
Set expectations for your clients using Online Scheduling Terms of Service. Until a client has acknowledged your guidelines, they won’t be able to book with you!
Give yourself some space with 17hats Online Scheduling time buffers! Take 10 minutes before each meeting to prepare and 15 minutes after each meeting to reflect.
Make hosting meetings with your clients easier by learning how to use 17hats Online Scheduling.
Take a few minutes and learn how to bulk Archive completed projects or leads that never converted.
Watch the video below for instruction on how to set up your Life Calendar and cross check it in Online Scheduling.
Learn how to add the year tag to your Lead Capture Forms by watching this short video.
This video will show you how to set up Past Due Invoice Reminders and jazz up your email template.
Defining your business revenue streams and tracking your income categories in 17hats is an easy way to determine your most popular products and services.
17hats recommends having at least four calendars: One for leads, one for booked clients, one for to-dos, and one for your personal life.
Learn how to set up client gifting for your business in under five minutes.
17hats allows you to stay a step ahead by automatically triggering Workflows when a specific service or product is purchased!
Automate your gift card sales using 17hats to make buying and selling gift cards easy for you and your clients.
By adding your marketing projects to 17hats you ensure you never miss a beat and provide a rave-worthy and memorable client experience.
From getting paid, to taxes, to tracking your income, learn how to set your account up for success.
Before you start using your workflow with Contacts, learn how to take it for a test drive.
Learn how to tag and archive projects when a client cancels their service with you.
Step-by-step on creating your Quote, Contract, Invoice, Past Due Reminder, and Payment Schedule.
Contracts are a necessity. Learn how easy it is to create a contract in 17hats.
Learn how to import templates (documents and workflows) from other 17hats members into your brand. It’s easy!
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