Make things happen by turning dreams into actions and using the best business productivity tools to get organized.

01. Introduction

Overview

From the branding options to the menu bar, 17Hats was build to be an easy to navigate and clean system. Whether you've been using 17Hats for 1 day or 1 year, navigating the dashboard is incredibly simple. I also appreciate the ability to access projects, contacts and invoices from a variety of places, so you can get the information you need in the most convenient way possible.

I do want to mention that 17Hats is a fairly new company. They recently released an app and a couple other features. Their company and system is still growing and evolving, so if they don't have something you need, you can request that feature to be added by going here.

I can only speak from personal experience on this, but I have always loved the customer service I've received from 17Hats. They have a help & contact section on their website, community forums and a live chat app that pops up within your dashboard. All of these give you quick access to get your questions answered.

17Hats also offers webinars and one-on-one coaching to help you better learn and use their system.

Pricing & Plans

17Hats has a free 15-day trial here (this is an affiliate link, which means I get a month of 17Hats free if you end up loving it, thanks). This way you can get to know the interface, set up your templates and test the waters before committing. 

If you end up loving it as much as I did, here's a little breakdown on their prices.

17Hats v. Ally

Ally is 17Hat's newest release. It's all all-in-one business team that handles your clients for you. You can sign up for $799 per month and get a team of 3 people: a client assistant, account manager and a bookkeeper. This is a great option if you are looking into hiring team members but you're not sure if you can afford a full team - this is a much more affordable option for small businesses.

Untitled design.png

02. Setting Up

Account settings

The following is placeholder text known as “lorem ipsum,” which is scrambled Latin used by designers to mimic real copy. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas non leo laoreet, condimentum lorem nec, vulputate massa. Mauris id fermentum nulla.

Templates

This is probably the most valuable aspect of 17Hats. The ability to build and use templates is what saves me hours every week when working with leads and clients. Within one system you can save canned emails, contracts, quotes, invoices and questionnaires. All of them have the same clean & simple design as the rest of the platform.

I use templates for everything, and they allow me to automate the majority of my work by using workflows, which I'll touch on a little later.

Templates also make it incredibly easy to get my clients the information they need as quickly as possible while saving me time typing out the same contract and emails for each of my coaching clients. Templates can be built in gmail if you'd prefer, but 17Hats puts them all in one place and gives you more control over how they are used.

Questionnaires

This is a vital part of my workflow because I use questionnaires for pre-meeting questions and to gather testimonials. Here's a quick look at how you can easily build beautiful questionnaires.

 

03. Workflows

Templates

Templates are the keys to automation. Adding your contracts, questionnaires and quotes to this section is what will save you time in the long run.

Workflow Design

Workflows is how you can automate your client process. How you design it will be completely up to your price structure. Here's an example of what my coaching process looks like.

Untitled design.png

04. Working with clients

Lead Forms

These are the first step in automating some of your workflow. Using 17Hats you can create "contact me" forms and share them on social media, embed them into your website or add it to a facebook page. (If you're a vendor on TheKnot, WeddingWire, or ShowItFast you can also set up "forms" for incoming emails from those systems)
 
To set up a new lead form, login to 17Hats, click on "leads" in the left sidebar, then click the grey "lead capture" button in the upper right hand corner and next to "Lead Capture Methods" hit the plus sign to add a new form. Easy as pie.

One of my favorite aspects of a lead capture form is that you can map certain questions into a contact card. For example, if someone types in their website address you can tell 17Hats to add that answer under "Website" on the lead contact card. It takes a step out of the process and allows you to easily build a contact book with lead forms.

Contracts

I love having the ability to send a quote to my clients with a contract, invoice and payment schedule attached. It takes 2 steps out for me, and gives my clients the flexibility to choose how and how much they want to pay for my various packages.

You can customize quotes just as easily as invoices and add optional items, required items and allow your clients to choose a quantity. The quotes put more power in your client's hands while still making it super simple for you to get a contract signed and an invoice paid.

Signing contracts can be more of a hassle than needed. 17Hats makes it super simple. You send a contract, you client digitally signs it, then you digitally sign it. No scanning, trying to sign your name with a computer mouse or printing any pages.

 

The contracts are easy to design as well, with a simple text editor you can write it all within 17Hats or copy & paste it from another source. Easy peasy.

Invoices

It is so easy to create invoices within 17Hats. You can offer payment schedules, charge for tax, create due dates, build reoccurring payments and edit every line of your service or product fees.

STRIPE V. PAYPAL

Personally, I'm not a fan of Paypal - I won't get into a rant here, but I don't like their company. So the ability to use Stripe payment processor was really important to me when I was looking for an invoice system. The great thing about 17Hats is that they allow you to pick from Stripe, Paypal or Authorize.net - so no matter which system you prefer you'll get your money on time.

17Hats also does not take any percentage of your invoices. Your payment processor will take a percentage (all of them do) but you'll never have to worry about additional chunks being taken out just to use their system. Hurray for transparent pricing!

05. Bonus Content

Using The timer

How to use the timer feature in 17hats to work with clients, bill hourly or track your work. 

 

Questionnaires

Use 17Hats Questionnaire builders to collect testimonials, client information, project details and more. This step-by-step tutorial will show you how to set up and send question forms to your clients in 17Hats.

Old Tutorials

Untitled design.png