Welcome to 17hats
Premier Package
Marketing, networking, and expanding take time and energy, which is why we created our 17hats Premier Package.
Our combination of features will allow you to fully automate your back office, so you to focus on your goals.
No need to hire an assistant or stay up after midnight to get it all done. Put 17hats to work for you for as low as $60/month.
Rise Above the Chaos
Are you stuck in the weeds of business? Working hard each day but feeling like you are getting no where?
Take your business to the next level by streamlining and automating to gain a substantial chunk of time back in your week. Exactly what you need to focus on growing your business.
Streamline
for Sanity
Having a different process for each client creates chaos. Streamline your process with the use of 17hats Workflows, and create an exceptional experience for your client and an easier process for managing your business.
Inside a Streamlined Business
Step 1:
New Leads
Replace your website contacts form with a 17hats Lead Capture Form.
Step 2:
Lead Response
A 17hats Workflow will automatically send an email or document (Quote, Contact, and Invoice or a Questionnaire) to your new lead.
Step 3:
Access
17hats Client Portal allow access to the completed documents and view important project details.
Step 4:
Scheduling
With the 17hats Online Scheduling, your clients book other consultations and services.
Automate to Save Time
Work-life balance, business growth, and mental clarity all come when you automate your business as you finally have time to enjoy the fruits of your labor.
Workflow
Advance Workflows keep your business moving.
- Emails and Documents automatically sent.
- To do automatically placed on your calendar.
- Booking automatically confirmed.
- Tags automatically added to contacts and projects.
Workflows can be triggered from Lead Capture Forms, Online Scheduling, and a paid Invoice.
Online Scheduling
Automate the scheduling to save time.
With Advance Online Scheduling you will be able to:
- automate the creation of Zoom Links upon booking.
- take payments upon booking.
- trigger Workflows to streamline and automate your process.
- add Tags automatically for Contacts and Projects.
Say good-bye to double bookings!
Cross reference your personal calendars with 17hats Online Scheduling to ensure you never double book yourself again.
Billing
Less work, more money.
With Advance Billing you will be able to:
- using Recurring Billing to automatically send a new invoice each billing cycle.
- clients can save their credit cards details for faster payments.
- clients can select to have payments paid automatically at each due date.
- Use Apple Pay, Google Pay, and Link to accept payment quickly.
Keep track of your money with our bookkeeping reports!
Dive into all things money with our Profit Loss, Upcoming and Aged Receivables, Client, and Product sales report.
Client Portal
Enhace your experience with Client Portal.
- Clients can access and complete quotes, contracts, invoices, and questionnaires your have sent to them.
- Create a personalized welcome message which can include links and tokens for personalization.
- Password protect your client's portal and add a login page to your website.
- Clients can see event details and edit their contact details.
End the resending of documents and details!
Clients not being able to find paid invoices or outstanding questionnaires is a hassle to deal with. Resending just eats of time in your day. Now with Client Portal, one link is all they need.
17hats Advanced Workflow
17hats Project Page
Workflow
Advance Workflows keep your business moving.
- Emails and Documents automatically sent.
- To do automatically placed on your calendar.
- Booking automatically confirmed.
- Tags automatically added to contacts and projects.
Workflows can be triggered from Lead Capture Forms, Online Scheduling, and a paid Invoice.
17hats Online Scheduling
Select Service
Pay at the time of booking
Confirm All Bookings
Online Scheduling
Automate the scheduling of meetings.
With Advance Online Scheduling you will be able to:
- automatically create unique Zoom Links.
- take payments upon booking.
- trigger workflows so you don't miss the next step.
No more double bookings!
With 17hats Online Scheduling you will be able to cross reference your personal calendar, so you never book over family events again.
17hats Recurring Invoice
Saved Credit Card Data
Billing
Less work, more money.
17hats Recurring Billing ensures you are paid each quickly with each billing cycle.
Recurring invoices will be sent out based on your billing cycle and clients can opt into having their card automatically charged.
Also, set up reminder and past due emails to automatically be sent. While sent automatically, emails can still contain all their personal information such as name, amount due, due date, and so much more.
17hats Client Portal
17hats Client Portal Settings
Client Portal
"Hi, I can't seem to find the contract I signed in my inbox, can you resend it?"
Those emails. Yep, the ones that client send asking you for something you have already sent them! Those emails eat up your time and mental energy. Which is why 17hats Client Portal was created.
Clients will have access to all documents sent to them and completed by them as well as all important project dates, times, and locations.
Save Time For Growth
17hats Workflows are the magic that keeps you feeling in control of your business. Becoming your virtual assistant, implementing Workflows will give you time back to reinvest into your business. They keep you on task, your business moving, and provide the professional feel your business needs.
How Workflows Can Change Your Life
Step 1:
Trigger a Lead Workflow
Leads can select from a variety of your services on your Lead Capture Form.
Step 2:
workflow Triggered
Based on the service they select, you can trigger a Workflow specific to that services needs.
Step 3:
Documents Delivered
A vetting questionnaire is delivered via email to your new lead without you doing a thing.
Step 4:
Calendar Populated
Your Calendar and Dashboard will be populated with event and to dos as your Workflow does the work for you.
Packed with Features
that Work Together
Just a few of the many features that put you in control.
See all features
Integrated with the
tools you know and love
Advance the power of automation with these great tools.
See all integrations
Regain hours in your day.
“The quoting, invoicing, and contracting features make onboarding and gaining new clients so easy! I can’t imagine running my business without 17hats.”
– Samantha Strazanac, Marketing Consultant