Frequently Asked Questions

What is the annual price after the year is completed?

Once the year is completed, your credit card on file will automatically be charged the annual rate at the time of purchase for the plan you selected.

Example: You purchase the the Annual Subscription at the discounted referral price of $300. Your subscription will automatically renew next year at the price of $600.

How do I get started with 17hats?

As a busy business owner, we know that your time is important. Check out our Getting Started Guide at 17hatsUniversity.com to launch or join a First 24 Hours Live Workshop.

As a new member of 17hats, you’ll receive exclusive access to our Automation Jumpstart Workshop on December 9 and the workshop replay to help you.

Getting Started Guide

What is in the template process pack?

The Template Process Pack has has ready-to-go Lead and Booking process. The Lead Process includes a Lead Capture Form, Workflow and Pipeline all created to easily adjust for your brand. The Booking Process comes with an adjustable Quote, Contract (Filler text only, you will need to use your own contract), and Invoice, Workflow and Pipeline.

What if I need more help?

17hats has many different resources to help you get started. Join a First 24 Hours Workshop, access tutorials at 17hatsUniversity.com, dive into our help articles and/or contact our 17hats Support Team via live chat.

In-Depth Look at Each Level

Use our comparison grid to help select the best fit for you.

Organization

Dashboard

Your Dashboard lets you check the pulse of your business, at a glance.

Contacts

Unlimited

Keep track of clients and their projects, with key info at your fingertips.

Projects

Unlimited

Projects gives you a single place for documents, phone logs, and more.

Tag Management

Easily find what you’re looking for – associate related Contacts and Projects.

Related Contacts

Store the details of your Contact’s friends and family.

Custom Fields

Store and reuse important client information, through the use of tokens.

Documents

Invoices

Create professional-looking Invoices and get paid online. Cha-ching!

Quotes

Save time with professional Quote templates, complete with your logo.

Contracts

Customize and email Contracts – clients can sign with an e-signature.

Questionnaires

Automated Questionnaires let you evaluate leads without lifting a finger.

If/Then Logic

—

Get to information quicker with intuitive Questionnaires.

Document Confirmation

Clients receive an email confirmation when they complete a Document.

Document Reminders

—

Automated reminders nudge clients when important Documents are due.

Document Templates

Create Document Templates – no more reinventing the wheel each time.

Docs/Month

35
(Add 25 for $10)

Unlimited

Documents consist of Quotes, Contracts, Invoices, and Questionnaires.
A Quote/Contract/Invoice nested as a single attachment counts as one document.

Money

Invoices

Create professional-looking Invoices and get paid online. Cha-ching!

Invoice Templates

Reusable templates make creating and sending Invoices a snap.

Quotes

Save time with professional Quote templates, complete with your logo.

Quote Templates

Create Document Templates – no more reinventing the wheel each time.

Payment Processing

Stripe/Square

Stripe/Square/PayPal

See your money faster. Get paid online via Stripe, Square, or PayPal*.
‍*Only Level 2 and Level 3 include PayPal as a payment processor.

Payment Schedules

—

Create different due dates for distinct portions of your total invoice.

Tipping/Gratuity

—

You can enable Tipping for Quotes, Invoices, and Online Payments.
Only available with Stripe and Square payment processors.

Saved Card Data

—

Clients can save their credit card data for easy payment of future invoices.
Only available with Stripe and Square payment processors.

Recurring Invoices

—

Included in Recurring
Billing Module

Send an invoice on a recurring schedule: weekly, monthly, or custom.
Only available with Stripe and Square payment processors.

Recurring Billing

—

Module Available

Charge a client’s credit card, automatically, on a recurring schedule.
Only available with Stripe and Square payment processors.

Bookkeeping

—

Easily categorize transactions, and find specific business transactions fast.

Branding

Remove 17hats Branding

—

With Level Two and Three, 17hats logo is removed from documents.

Customize Logo

Add your brand’s logo to Documents, such as Quotes and Invoices.

Custom Fonts & Colors

—

Customize the font and accent color for your 17hats Documents and more.

Customizable Text

—

Change the wording as you see fit for most buttons on your Documents.

Custom Subdomain

17hats members custom subdomain names for personalization

Update the subdomain that your clients see to represent your business.

Email Templates

Create templates to send consistent, professional-looking emails.

Outgoing Email

Send emails quickly from inside your Contact’s Project page.

Incoming Email

—

Sync your regular and 17hats email to track client correspondence.

Email Read Receipts

—

Know when your clients have read an email you sent through 17hats.

Save As Draft Emails

Create and save a client email as a draft within a project. Send it later.

Scheduled Emails

—

Create your email, then select a date and time for scheduled delivery.

Time Management

Mobile App

17hats mobile and tablet application for Apple and Android.

Download our free app and run your business from the palm of your hand.

To-Do Management

With To-Do Manager, due and upcoming tasks are prioritized.

To-Dos

Add To-Dos directly to your Contact’s Project.

Calendar

Share your calendar, and sync with Google and link with Apple Calendars.

Client Portal

—

Client Portal – a secure place for documents.

To-Do Workflows

—

Automate recurring to-dos and emails for every client, and never miss a step.

Advanced Workflow

—

17hats Advanced Automation with Workflows

Create steps for your process, and that gets applied to each Project.

Online Scheduling

Online Scheduling (Basic)

One Service

Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time.

Online Scheduling (Advanced)

—

Add-On

17hats Online Scheduling For Multiple Services

Advanced features include pay upon booking, creating a Zoom link, and more.

Online Scheduling Payments

—

Included in OS Advanced

Taking Payments At Booking with 17hats Online Scheduling

Get paid at the time of booking with Advanced Online Scheduling.

Zoom Integration

—

Included in OS Advanced

Automatically create a unique Zoom URL with each booking.

Lead
Management

Lead Management

Stay on top of your leads. No more missing out on great prospects!

Lead Capture Forms

Generate business with an embedded (or linked to) Lead Capture Form.

Auto-Responder

17hats Auto Response to Lead Capture Forms

17hats automatically responds to leads for you, even when you’re asleep.

Workflow Trigger

—

Each completed Lead Capture Form triggers a step-by-step workflow.

The Knot/WeddingWire

—

Are you in the wedding business? Then 17hats is your perfect match.
Leads originating from The Knot or WeddingWire get special attention.

Reporting

Sales Tax Report

Know exactly how much you need to pay based on your total sales.

Client Sales Report

Quickly view your average sale for each client.

Product Sales Report

—

Stay informed on the popularity of each product or service you sell.

Profit/Loss Report

—

See the money you have coming in, and going out.

Upcoming Receivables

—

Quickly see the amount of money coming in for future time periods.

Aged Receivables

—

Quickly see how much money you are owed that is considered past due.

Modules

Zapier lets you connect with Mailchimp, Constant Contact, and other apps.

Online Scheduling (Basic)

$5/Month

Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time – then you confirm.

Online Scheduling (Advanced)

—

$10/Month

Advanced features include pay upon booking, creating a Zoom link, and more.

Additional Users

—

$5/Month

3 included
Additional - $5/Month

Add additional users – assign tasks, while limiting their permissions.

Additional Brands

—

2 included
Additional - $10/Month

Add brands – even share Document and email templates across brands.

Time Tracking

$5/Month

Track billable and non-billable time, and adjust hourly rates by project.

Recurring Billing

—

$10/Month

Create Recurring Invoices and charge a client’s credit card,
automatically, on a recurring schedule.

Integrations

Square

Accept Online Payments and access advanced payment features.

Stripe

Accept Online Payments and access advanced payment features.

PayPal

—

Use PayPal to accept Online Payments with Level 2 and Level 3 automation.

Bank Connection

—

$5/Month

Connect your bank account so that expenses can automatically populate.

Quickbooks® Online

$5/Month

Send gifts directly from 17hats, to surprise and delight your clients.

Track billable and non-billable time, and adjust hourly rates by project.

Zapier

—

17hats integrates with Quickbooks® Online, so your financial data is all in one place.
Payments received in 17hats appear in Quickbooks®.

Zoom

—

Add-On

Zapier lets you connect with Mailchimp, Constant Contact, and other apps.

The Knot/WeddingWire

—

Create Recurring Invoices and charge a client’s credit card,
automatically, on a recurring schedule.

Customer
Support

Support Level

Basic (1 day)

Priority (4 hours)

VIP (1 hour)

Our top-notch, in-house support team has your back when you need help.

One Year of 17hats + 17hats Boot Camp

Double the Savings, Double the Value

Essentials + Boot Camp

$274

$449 value.
You save $175

$150 Annual Plan
$15 Monthly Plan

BUY NOW

Best fit for you?

Are you just getting started in business?

Do you have just a few clients each year?

Are you looking to move from pen and paper to an online platform?

Yes?!Our Essentials Package is the perfect place to start. You will be able to organize your business with online documents, email templates, and contact and project details.

Move your documents online - templates to send & complete.

Save time by creating templates for emails.

Organize contacts, project, calendars, payments, and to do.

Easy into Lead Capture Forms and Online Scheduling.

Free CRM included for life
20 Documents* / Month
One Lead Capture Form
Basic Online Scheduling

Standard + Boot Camp

$349

$599 value.
You save $250.

$150 Annual Plan
$15 Monthly Plan

BUY NOW

Best fit for you?

Are you two - three years into business?

Are you gaining new clients each month?

Are you looking to gain time back in your day through automation?

Yes to all. Our Standard Package will be a perfect fit. You will be able to dive deeper into automation with invoice reminders, payment schedules, to-do workflows, and online scheduling.

Move your documents online - templates to send & complete.

Save time by creating templates for emails.

Organize contacts, project, calendars, payments, and to do.

Easy into Lead Capture Forms and Online Scheduling.

Free CRM included for life
20 Documents* / Month
One Lead Capture Form
Basic Online Scheduling

Premier + Boot Camp

$499

$899 value.
You save $400

$300 Annual Plan
$30 Monthly Plan

BUY NOW

Best fit for you?

Are you three+ years into business?

Do you understand your process?

Looking to fully automate your client experience?

Yes. Yes. Yes. Our Premier Package will be a great fit for you. You'll be able to create an automated client experience with advanced workflows, online scheduling, and client portal.

Customize your branding for a professional look.

Keep your emails organized with two way sync.

Automate document reminders for past due docs.

Keep projects moving with To-Do Workflows.

Free CRM included for life
20 Documents* / Month
3 Lead Capture Forms
Basic Online Scheduling
To Do Workflows

Level Three + Boot Camp

$499

$899 value.
You save $400.

$600 Annual Plan
$60 Monthly Plan

BUY NOW

Best fit for you?

Are you three + years into your business?

Have a good understanding of your processes?

Looking to fully automate your client experience?

Yes. Yes. Yes. Level Three will be a great fit. You will be able to create an automated client experience with advanced workflows, online scheduling, and client portal.

Push automation to the limit with Advanced Workflows.

No stress, no mess with Advanced Online Scheduling.

Get paid easier - Recurring Billing & Automatic Payments.

Keep clients in sync with
Client Portal.

Free CRM included for life
20 Documents* / Month
20 Lead Capture Forms
Advance Online Scheduling
Advance Workflows

was $299 now $199

Jan 31, 2023 - Feb 2, 2023

Work right along side of Amanda Rae as she walks you through the setup of Online Scheduling, Lead Capture Form, and Quote, Contract, and Invoice.

LEARN MORE

Add Boot Camp at checkout.

Make 2024 the year of organization and Growth

Three packages - each one designed to meet you where you're at in business

Essentials

$75

for one year

$150 Annual Plan
$15 Monthly Plan

BUY Now
Save $75

Designed for ...

The new business owner or ...

The business owner that only sends invoices or ...

The business owner that wants to start off simple.

Our Essential Package is great for business owners just getting started or someone wanting to ease into online management. With our most basic form of our most loved features, you'll be able to quickly get started and upgrade your package when ready.

Move your documents online - templates to send & complete.

Save time by creating templates for emails.

Organize contacts, project, calendars, payments, and to do.

Easy into Lead Capture Forms and Online Scheduling.

Free CRM included for life
20 Documents* / Month
One Lead Capture Form
Basic Online Scheduling

Standard

$150

for one year

$150 Annual Plan
$15 Monthly Plan

BUY Now
Save $150

Designed for ...

Business owners with a growing business or ...

Business owners that send questionnaires, contracts, and/or invoices or ...

Business owners needing to gain back hours in their day.

Our Standard Package is the best choice for owners who want to streamline their process. You'll be able to dive deeper into automation with invoice reminders, payment schedules, to-do workflows, and online scheduling.

Move your documents online - templates to send & complete.

Save time by creating templates for emails.

Organize contacts, project, calendars, payments, and to do.

Easy into Lead Capture Forms and Online Scheduling.

Free CRM included for life
20 Documents* / Month
One Lead Capture Form
Basic Online Scheduling

Premier

$300

for one year

$300 Annual Plan
$30 Monthly Plan

BUY Now
Save $300

Designed for ...

Business owners who understand their process or ...

Business owners who want to automate their business or ...

Business owners gaining 8 or more leads a month.

As your business grows you start to hit a glass ceiling because you want more clients, but you don't have time for more clients. 17hats automates the back office of your business which allows you to take on more clients and service your clients better.

Customize your branding for a professional look.

Keep your emails organized with two way sync.

Automate document reminders for past due docs.

Keep projects moving with To-Do Workflows.

Free CRM included for life
20 Documents* / Month
3 Lead Capture Forms
Basic Online Scheduling
To Do Workflows

50% off + Bonus Workshop + Bonus Template Pack

Select the best 17hats Package for Your Business

Essentials Package

$75

for one year of 17hats

$150 Annual Plan
$15 Monthly Plan

BUY Now
- Save $75 -

Designed for ...

The new business owner or ...

The business owner that only sends invoice or ...

The business owner that isn't very tech savvy and wants to start off simple.

Our Essential Package is great for business owners just getting started or someone wanting to ease into online management. With our most basic form of our most loved features, you will be able to quickly get started and upgrade your package when ready.

Move your documents online - templates to send & complete.

Save time by creating templates for emails.

Organize contacts, project, calendars, payments, and to do.

Easy into Lead Capture Forms and Online Scheduling.

Free CRM included for life
20 Documents* / Month
One Lead Capture Form
Basic Online Scheduling

Standard
Package

$150

for one year of 17hats

$150 Annual Plan
$15 Monthly Plan

BUY Now
- Save $150 -

Designed for ...

Business owners with a growing business or ...

Business owners that send questionnaires, contracts, and/or invoices or ...

Business owners needing to gain back hours in their day.

Our Standard Package is the best choice for owners who have an idea of their process or want to streamline their process. You will be able to dive deeper into automation with invoice reminders, payment schedules, to-do workflows, and online scheduling.

Move your documents online - templates to send & complete.

Save time by creating templates for emails.

Organize contacts, project, calendars, payments, and to do.

Easy into Lead Capture Forms and Online Scheduling.

Free CRM included for life
20 Documents* / Month
One Lead Capture Form
Basic Online Scheduling

Premier
Package

$300

for one year of 17hats

$300 Annual Plan
$30 Monthly Plan

BUY Now
- Save $300 -

Designed for ...

Business owners who understand their process or ...

Business owners who want to automate their business or ...

Business owners gaining 8 or more leads a month.

As your business grows you start to hit a glass ceiling as you want more clients but you don't have time for more clients. 17hats will allow you to automate the back office of your business which will allow you to take on more clients and service your clients better.

Customize your branding for a professional look.

Keep your emails organized with two way sync.

Automate document reminders for past due docs.

Keep projects moving with To-Do Workflows.

Free CRM included for life
20 Documents* / Month
3 Lead Capture Forms
Basic Online Scheduling
To Do Workflows

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NOw's the time

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17hats for a Lifetime

17hats For a Lifetime

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Three Options, One Solution

LifetimeMembership

Yearly Membership

Bi-Yearly Membership

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Need More Details?

What is the annual price after the year is completed?

How do I get started with 17hats?

What is in the template process pack?

What if I need more help?

“A Perfect Business Tool For Solopreneurs.”

In-Depth Look at Each Level

Lifetime Membership

17hats Boot Camp

Double the Savings, Double the Value

$274

$349

$499

$499

17hats Boot Camp

Save 50% Off Your First Year of 17hats

$75

$150

$300

Lifetime Membership

17hats Boot Camp

Three Options, One Solution

$75

$150

$300

Give your business
‍A BOOST in 2026!

Lifetime
Membership

25,000
MEMBERS STRONG

Lifetime
Membership