Not even sure where to start with your 17hats setup?
This checklist follows the exact order I take to set up all of my clients' accounts.
Less clicking around.
More streamlining completed.
12 sections included:
basic account settings
email settings
calendars
brand preferences
custom fields
products, services & fees
templates
workflows
lead capture forms
online scheduling: service settings
online scheduling: availability
integrations
>> Get your account optimized from top to bottom. <<
Imagine if you could finally utilize the powerful features waiting for you inside this CRM...
- that your calendars clearly showed each project's status,
- that your customers get a personalized experience through your use of custom fields,
- that workflows finally made sense,
- and that you could utilize the benefits of online scheduling.
- What will I get when I buy this checklist?The checklist is a downloadable, fillable (and printable) PDF file.
You will also gain access to a workshop recording I held, covering the Lead Source Reporting feature that was released after the creation of this checklist. - How will I know where to adjust the settings listed in the checklist?There are 4 columns on each page of the checklist: the checklist item, it's location within 17hats, additional comments / helpful notes and a column to mark that item complete.
- What if I still need more help after using the checklist?I've curated quite a few additional resources that can help you with your setup, and have listed them in this checklist. At the end you'll also find ways for us to continue working together.
Hi! I'm Nicole.
I've set up many 17hats accounts and over time, have found an order to follow that means less clicking around and less getting lost in all the features available in the platform.
I've learned a lot of tricks and answered a lot of common questions along the way and have shared a ton of them here in this checklist.
I want you to be able to use your 17hats account to the fullest so that your business can thrive!
GET STARTED HERE:
Contact information
Payment information
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
17hats Setup Checklist$27
- Total payment
- 1x17hats Setup Checklist$27-+
- Discount
- Shipping$0
- Sales tax$0
- Total
- Today's payment
- 17hats Setup Checklist$0
- Discount
- Shipping$0
- Sales tax$0
- Total
- Future payments
- $27
- Discount$0
- Shipping$0
- Sales tax$0
- Future amount
$0 - Today's payment:
$0 - Today's payment
-
$0
All prices in USD