17hats

Every project in 17hats has a built-in Notes tab, so you can keep client details right where you need them.

In this tutorial, we’ll show you how to manually add and format a note inside a project, and how 17hats automatically logs the time and date for each entry.

Need some quick tips for onboarding your clients? Check out May’s issue of The Journey - page 6.

This month’s issue is packed with business education and 17hats tips. Grab the link in our bio. 💚

Manually updating project details is one of those small tasks that adds up fast, and it leaves room for error. 🙅‍♂️

In this tutorial, we’ll show you how to add the Project Details question type to any 17hats questionnaire so that when a client fills it out, their answers automatically update the date, time, and location on the project, no extra clicks required.

Watch this video and more at 17hatsUniversity.com

Another April tutorial — How to add images to your products and services in 17hats.

Watch this video and bookmark 17hatsUniversity.com to see new tutorials every month.

💡Monday Tip: How to test automations & templates before making them live to leads and clients. 🔑 The key is to use a different email address than the one tied to your 17hats account.

Whether you’re a new 17hats member or setting up one of our brand new features, it’s always a good idea to test your client experience.

Watch all our quick tutorials on 17hatsUniversity.com

Wise words from here on why referral marketing is the top way to grow your small business.

If you didn’t know, marketing is April’s theme for The Journey and there is an article just for you on the blog to show you how you can use automation in 17hats to ask for reviews from your best clients. Every review counts for small business owners!
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Level up your client experience ✨

Want your documents to actually feel like your brand? In this quick tutorial, we’re showing you how to add custom header images in 17hats, so every proposal, contract, and invoice looks polished, professional, and unmistakably YOU.

🎥 Watch the video and start creating a more elevated, cohesive brand experience in minutes.

Because the little details? They make a big impression.

Ever feel stuck when it comes to your marketing?

Like you’re doing a lot… but not really sure what’s working?

The April issue of The Journey is here to help, with 50+ pages of practical, real-world marketing advice made for small business owners. (No subscription required.)

Inside, you’ll find simple ideas you can actually use, from building your brand to getting more leads and understanding what’s driving results.

No fluff. Just clarity.

And it’s completely free. Read it online or download it for later.

💚 Grab the April issue and get unstuck