Contents Table of
Page 8 12 To-Dos In 17hats Get Organized in 2026
Page 12 Is SMS Texting Right For Your Business? Explore The New Feature
Page 16 Bookkeeping Check Up For The New Year Prep For Tax Season
Page 20
Referral Rewards Share 17hats & Get Paid
Page 10 Your Journey, Your Direction Setting Business Goals in 2026
Page 14 Feeling Stuck? 5 Ways The Marketplace Can Help 17hats Marketplace
Page 18 5 Things You Should Know About Emailing In 17hats Advice From Nicole Larson
Page 21
Must-Watch Tutorial Videos Get More Out Of 17hats
From the CEO’s Desk
Amanda Rae
As we step into a new year, there’s an energy that comes with it: fresh goals, fresh focus, and the feeling that anything is possible. But if we’re being honest, the new year can also bring pressure. Pressure to fix everything. Pressure to do more. Pressure to finally “get it all together.”
This year, I want to invite you to think differently.
Growth doesn’t come from doing more things. It comes from doing the right thing.
This past fall, I had a conversation with Alex Hormozi (go follow him if you are not) that stuck with me. We talked about the Theory of Constraints, which at its core says this: Every business has one primary constraint, the single thing holding it back. And until that constraint is addressed, no amount of effort elsewhere will create meaningful progress.
Think about that for a moment.
Not five things. Not ten things. One thing.
In your business right now, there is likely one bottleneck slowing your growth. Maybe it’s disorganized processes. Maybe it’s inconsistent follow-up. Maybe it’s unclear pricing, messy onboarding, or a lack of time because everything lives in your head.
When you try to fix everything at once, momentum stalls. But when you identify and focus on the constraint, the one thing holding your business back, momentum builds faster than you expect.
That’s how real progress happens.
As you move into this new year, instead of asking, “What should I work on?” Try asking: “What’s the one thing I could fix that would make my business grow?”
At 17hats, our mission remains the same: to help you run your business like a business; one built on clarity, systems, and intention. This year isn’t about overwhelm. It’s about focus. It’s about momentum. And it’s about removing the biggest obstacle between where you are and where you want to go.
Here’s to a year of clarity, progress, and meaningful growth.
Amanda Rae CEO, 17hats
Sips & Snippets News from 17hats HQ
Feature Updates
Feature Update: Bulk Delete Products & Services
Cleaning up your Products & Services just got faster! �� You can now select multiple items at once and bulk delete them right from Account Settings, making it easier than ever to keep your offerings organized and up to date.
New Feature: Bulk Import Products & Services
Save time when setting up your offerings! You can now bulk import Products and Services in Account Settings, making it faster to create multiple items at once and easier to build invoices in 17hats.
Feature Update: Duplicate Workflows with Templates
Duplicating a Workflow just got more powerful! You can now duplicate all associated templates — including emails, documents, and triggered workflows — making it easier to create service variations or refresh your processes while keeping your template history intact.
Stay in the Loop with Release Notes
Never miss a new feature or update! Go to our Release Notes and see the latest platform updates as soon as they happen.
Feature Update: Send Documents via SMS Texting
You can now send documents by text message in 17hats! When SMS is enabled and clients have opted in, you can send Quotes, Contracts, Invoices, and Questionnaires via SMS — making it easier to share important documents in the way your clients prefer.
Feature Update: Team Member Access For Pipelines
You now have more control over who can manage Pipelines in your account. Account Owners can grant Team Members access to view, edit, duplicate, and delete Pipelines — giving your team more flexibility while Admin access remains unchanged.
Feature Update: Earlier Workflow Automation Timing
Some Workflow automations now run earlier in the day to keep everything up to date when you start work. ⏰ Tags, calendar changes, and workflow archiving will process at 4 a.m. (account time zone), while emails and triggered workflows will continue to run at 10 a.m.
Reminder Settings Have Moved!
With the addition of SMS Texting, reminders now have their very own home! You’ll find all reminder communications in Account Templates > Reminders.
Feature Update: Brand Color Swatches
Your saved brand colors are now available right inside the color picker across Online Scheduling, Products & Services, Invoices, and Quotes. No more copy-pasting hex codes every time — just click your swatch to keep your colors consistent and on-brand in seconds!
Online Workshops
SMS Texting Onboarding Workshops
Thursday, January 29, 2026
11:00 AM PT / 2:00 PM ET
Location: Virtual
Join 17hats Expert, Emily W., for a live, group SMS Texting Onboarding Call to walk through the registration process step-by-step.
17hats.com/sms-texting
17hats Marketplace
Discover What’s New in the Marketplace
The 17hats Marketplace is growing every week! From Templates and Workflows to full 17hats setups, our trusted Partners are adding fresh tools to help you streamline your business. Plus, don’t miss the free resources from the 17hats team — designed to help you get ahead faster. Go take a look!
Start the new year with momentum! This exclusive Marketplace Workflow gives you one simple, actionable task each day to help you optimize your 17hats account and set your business up for success.
Activate it for built-in accountability and a clear, structured way to start 2026 strong.
Ambassador Events Upcoming Conferences
17hats Power Hour: Custom Fields
Tuesday, January 20, 2026
11:00 AM PT / 2:00 PM ET
Location: Virtual
Join 17hats Ambassador, Deb Mitzel, for her 17hats Small Business Success Series: Power Hour. This series is dedicated to learning more about a 17hats feature, including use and set it up and Q & A after the feature presentation.
debmitzelcreative.com/workshops
Shutterfest in St. Louis, MO: April 7-9, 2026
ShutterFest is an annual photography event that brings together thousands of professional photographers, photo enthusiasts, and industry experts from around the world. ShutterFest offers hands-on classes, interactive experiences, and networking opportunities that help attendees develop their skills, build relationships, and grow their businesses.
Visit 17hats at the trade show!
Deep dive into our blog and learn how 17hats can help you manage your business better.
Listen to our HatsOff Podcast for business tips and tricks with our CEO, Amanda Rae.
Check out our University for 17hats tutorials, workshop replays, live events, and more.
12 To-Dos
In 17hats
for a More Organized Year
Start 2026 ready for growth
A new year is the perfect time to reset your systems, clean up what’s outdated, and make sure your business tools are truly working for you. January is all about setting the foundation — and your 17hats account is a great place to start. These 12 quick but powerful actions will help you begin 2026 with clarity, confidence, and momentum.
1. Update or Add Your 2026 Contact & Project Tags
Create new Tags for 2026 so you can easily track this year’s leads, clients, and projects separately from previous years. Future you will thank you when it’s time to run reports.
2. Update Your Email Signatures
Double-check your email signatures inside 17hats. Update the year, links, branding, or any calls to action so every automated and manual email stays current and polished.
3. Refresh Your Bank Connections
If your bank connection expired or changed last year, reconnect it now. A clean connection ensures accurate invoices, payments, and reports — no surprises later.
4. Adjust or Add Sales Tax Rates
Tax rates change. January is the best time to confirm your current rates or add new ones so every invoice going forward is compliant and correct.
5. Merge and Clean Up Tags
Over time, tags multiply. Head into Tag Management and merge duplicates, remove outdated tags, and simplify your system so tagging stays helpful, not overwhelming.
6. Bulk Add Tags Where Needed
Use bulk tagging to quickly label contacts or projects from 2025 or earlier. This helps with segmentation, reporting, and future follow-ups without hours of manual work.
7. Bulk Archive Old Projects
Close the chapter on last year by bulk archiving completed projects. You’ll keep your dashboard clean while preserving records for reporting and reference.
8. Embed a 17hats Lead Capture Form on Your Website
If your website isn’t feeding leads directly into 17hats, January is the time to fix that. Embedded forms mean fewer manual steps and faster responses to new inquiries.
9. Add or Update Header Images on Documents
Refresh the header images on your proposals, contracts, invoices, and questionnaires. A small visual update can instantly make your documents feel more current and on-brand.
10. Turn On Lead Source Reporting
If you’re guessing where your best leads come from, it’s time to stop guessing. Turn on Lead Source Reporting so 2026 decisions are backed by real data.
11. Update Images for Products & Services
Review your Products & Services images and descriptions. Updating visuals can improve clarity for clients and make your quotes and invoices feel more professional.
12. Run 2025 Client & Product Sales Reports
Look back before you plan ahead. Running Client Sales and Product Sales Reports from 2025 can reveal patterns, top performers, and opportunities to adjust pricing or offerings in 2026.
Start the Year Strong
A little setup in January can save you hours all year long—and help you run a smoother, more profitable business. If you want more tips like these, be sure to keep up with the 17hats Blog and dive deeper with 17hats University, where you’ll find step-by-step guidance to get the most out of your account all year long.
Here’s to a streamlined, successful 2026.
Your
Journey, Direction: Your
WRITTEN BY AMANDA RAE
Welcome, 2026! A new year brings a fresh start, renewed motivation, and endless possibilities for both personal and business growth. That beginning-of-the-year energy is powerful — but the real challenge is making it last beyond January.
The secret? Keep it simple and intentional. When goals become overly complicated, they often lead to overwhelm and burnout. This year, let’s take a different approach with a clear, actionable plan that helps you stay focused and motivated all year long.
STEP 1: Brainstorm Success
Start with this exercise: “2026 would be considered a success if [blank] occurred in my business, and if I [blank].”
This exercise isn’t about getting the “perfect” answer — it’s about discovering what you truly want to make happen this year.
Because your business will only grow to the level you grow as a business owner, it’s important to separate personal growth from business growth. They are deeply connected, but they are not the same.
By the end of 2026, what kind of business owner do you want to be? Sit with that question and narrow it down to three to five words that describe your ideal self as a business owner. (You can do this same exercise for other roles in your life, too.)
Some words to help you get started: Organized, Effective, Calm, Productive, Learner Mindset, Confident, Creative, Fun, Acknowledged, Powerful, Family-Oriented
A Thoughtful Approach to Business Goals in 2026
Now, do the same for your business. Choose three to five words that describe the business you want by the end of the year: Growing, Stable, Automated, Efficient, Profitable, Recognized, Process-Driven, Expanding, Organized, Foundation-Building
STEP 2: Define Your North Star
One of the biggest mistakes in goal setting is having too many goals. The key is to focus on one primary goal. For most businesses, that goal can be distilled down to one thing: revenue.
How much money do you want to make in 2026?
Next, define your personal goal. Personal goals are often tied to time with family, time to rest, time to learn, or time to focus on health.
When you combine your business goal with your personal goal, you create a simple, powerful recipe for success. This becomes your North Star.
Write it down. Look at it daily. Every decision should come back to one question: Does this align with my North Star?
Without a North Star, it’s easy to get pulled into distractions and rabbit holes that take you further away from the bigger picture.
STEP 3: Lay Out the Path to Success
Now that you know where you’re going, it’s time to map out how to get there.
Start with your revenue goal. If your goal is $100,000, brainstorm every way you could make that happen.
For example:
• Take on more clients
• Increase pricing
• Attract higher-revenue clients
• Increase your average sale
Next, do the same for your personal goal. If your goal is more family time, you might need to:
• Take on fewer clients
• Automate your client experience
• Stop working by a set time
• Protect specific days or weekends
Now compare both lists and find what overlaps. Narrow it down to two or three key initiatives — these are your stepping stones.
This rhythm keeps your goals front and center and allows each quarter to feel like a fresh start.
Let 17hats Help
17hats can support your goals in powerful ways:
• Create a dedicated calendar for your planning meetings
• Track revenue using Payments This Year in the Documents page.
• Monitor progress with Profit & Loss and Client Sales Reports
• Create Projects for each stepping stone and schedule focused work time
It’s Not Magic — It’s Intentional Work
A successful year doesn’t just happen. It requires preparation, focus, follow-through, and regular evaluation. Brainstorming is important, but action is what creates results.
Goals often fail because we set them without defining the path to reach them. Focusing on a few clear stepping stones keeps your progress intentional and manageable.
STEP 4: Create Your Meeting Schedule
Momentum comes from consistency — and that means meeting with your most important employee: you.
• Yearly Meeting: Set aside a full day in January to review your North Star and define one major stepping stone to complete in Q1.
• Weekly Meeting: A 30-minute check-in each week to review progress and keep your goals top of mind.
• End-of-Quarter Meeting: Take half a day to assess what worked, what didn’t, and what needs adjusting — without judgment.
• Beginning-of-Quarter Meeting: Plan the upcoming quarter with clarity and renewed focus.
Use this guide to simplify your goals, stay organized, and move forward with confidence in 2026 — one intentional step at a time.
New Feature Is SMS Texting Right for Your Business?
At 17hats, we’re all about building a business that works for you, not the other way around. That means fewer dropped balls, smoother communication, and systems that quietly support you behind the scenes.
Now let’s talk about one of the simplest ways to improve your client experience: SMS Texting.
If you’ve ever wondered whether texting clients is “too much,” “not professional,” or “just one more thing to manage,” you’re not alone. The good news? When done right, SMS texting feels natural, helpful, and incredibly on-brand for a business that values connection and clear communication.
What Is SMS Texting?
SMS texting allows you to send short, timely messages directly to your clients’ phones. These are things like reminders, updates, and quick touchpoints that help keep everyone on the same page.
Here’s the difference: this isn’t random messaging or manual texting from your personal phone. With 17hats, SMS texting is built directly into your Dashboard and Project pages. That means messages can be sent
automatically, at the right time, with the right tone, without you having to remember a thing.
Think: appointment reminders that reduce no-shows, gentle nudges for upcoming or past due documents, and friendly one-off SMS messages that can make clients feel cared for. Simply put, SMS Texting is intentional communication that supports your business instead of complicating it.
Who Is SMS Texting For?
Short answer: if you work with people, it’s probably for you.
SMS texting is especially helpful for service-based businesses and creatives. Think photographers, designers, coaches, consultants, event pros, educators,
See SMS Texting in Action
The easiest way to understand how SMS texting fits into your business is to see it in real life.
Watch Amanda Rae’s SMS Texting Demo
See exactly how SMS Texting feature works inside 17hats, from setup to real-world examples that save time and improve the client experience.
Sign Up For A SMS Texting Onboarding Workshop
Start communicating with clients in a way that’s efficient, thoughtful, and refreshingly simple.
17hats.com/sms-texting
and anyone managing leads, quotes, contracts, invoices, questionnaires, or appointments.
If you’ve ever:
• Had a client miss an appointment
• Sent a follow-up email for a contract (or invoice)
• Watched a lead slip through because they missed your response to a Lead Capture Form
…SMS texting can help.
Clients love clear and quick communication and reminders. SMS texting meets them where they already are, on their phones, without requiring extra effort on either side.
Why SMS Texting Works
Let’s be honest: email inboxes are full. Notifications pile up. Important messages get buried.
Text messages? They get seen.
SMS open rates hover around 98%, which means your message actually lands. But the real magic isn’t the statistics, it’s how texting feels. Texts are immediate, human, and respectful of time.
For your clients, that means fewer surprises and more confidence in what’s happening next. For you, it means fewer follow-ups, less confusion, and smoother communication from start to finish.
And because SMS texting in 17hats is automated and customizable, it doesn’t add a lot of work.
“Is This Right for My Business?”
If you’re worried about texting feeling intrusive or impersonal, here’s what we want you to know: you’re always in control.
You choose when SMS texting is used, what messages sound like, and how it fits into your client journey. Whether your brand voice is friendly, professional, or somewhere in between, SMS texting becomes a natural extension of how you already communicate.
Used intentionally, texting doesn’t replace email, it enhances it. It fills the gaps where quick, timely communication makes all the difference. When your systems work together, and your messages get seen, you get to focus on growing your business.
5 Ways the 17hats Marketplace Helps You Move Forward Feeling Stuck?
Most business owners aren’t stuck because they lack motivation. They’re stuck because things feel overwhelming. There are too many options, too many loose ends, and not enough time to figure out the right next step. If that sounds familiar, you’re not alone.
And here’s the good news – you don’t have to do this alone, and you don’t have to start from scratch. That’s exactly why the Marketplace exists. The Marketplace helps turn
overwhelm into action. Instead of asking, “What should I do next?”
you’re given a clear place to begin with advice and items from other small business owners that you can trust.
5 Reasons to Use the Marketplace
1. It Gives You a Clear Starting Point
Staring at a blank setup screen can stop progress before it starts. The
What Is The 17hats
Marketplace?
The 17hats Marketplace is a curated space where members can purchase ready-to-use tools like templates and workflows OR hire specialized services from other business owners who are trusted experts in using 17hats.
Everything in the Marketplace is built specifically for 17hats members. That means you’re not buying generic business advice, you’re getting solutions that already fit the system you’re using. This saves time, reduces guesswork, and helps you move forward faster.
Marketplace gives you a foundation. Instead of wondering what something should look like, you can begin with a structure that already works and adjust it as you go. You don’t need the perfect setup, you just need a place to start.
2. It Helps You Finish What You’ve Been Avoiding
You may have systems that are “almost done.” The Marketplace helps turn those half-finished projects into completed ones, whether that’s
improving workflows, cleaning up client communication, or organizing your process. Find the right Marketplace item can be the difference between a task staying on your to-do list and actually getting done.
3. You Get Help From People Who Already Know 17hats
Hiring help can be uncomfortable for a small business owner. Marketplace Services remove that friction. Service partners are vetted by 17hats and understand how the platform works and how business systems fit together. That means less explaining, faster progress, and better results.
4. It Helps You Use 17hats Smarter
Using 17hats well isn’t about turning on every feature. It’s about creating
smoother client experiences, saving time on routine tasks, and reducing mental load.
Marketplace resources often have clearer processes that help you get more value out of the tools you’re already using. Small system improvements can make a big difference.
5. It Turns Overwhelm Into One Clear Next Step
The Marketplace works best when you use it with intention. Instead of trying to fix everything at once, focus on one question – What’s one thing that would make my business feel lighter right now?
Then find one Marketplace resource that supports that goal. One solution. One action. One win.
Prepare To Dive Into The 17hats Marketplace
If you’re new to 17hats, start with Templates or Downloadables that help you set strong foundations. Focus on getting the basics in place without trying to do everything at once.
If your business is growing, Marketplace Services can help you save time and refine systems you’ve already built. This is a great way to improve efficiency with the help of our trusted Marketplace Service Partners.
If you’re feeling stuck, choose one problem to solve. Receiving support for a single pain point can create momentum and confidence to keep moving forward.
Marketplace Items & Services To Check Out
Task Femme: Workflow
Power Pack
From Donna Lee Lyttle
Perfect if you already have your account running but need custom workflows.
General Service Contract
From Danielle Uhl
Protect your business with this comprehensive General Service Contract template.
Individual Headshot Session
From Will Wohler
Online booking for individual headshot sessions. Embed on your website and start booking right away.
The Connection Collection: Client Communication Bundle
From Matt Stagliano
Build trust and book more with expertly crafted messages for every client touchpoint.
WRITTEN BY JEFF HAYNES
A New-Year Bookkeeping Checkup: Get Ready for Tax Season with Confidence
The beginning of a new year is the perfect time to make sure your business finances are truly ready for what’s ahead — especially tax season. Before reports are shared with your tax preparer or numbers are used to set goals for the year, it’s worth doing a quick bookkeeping checkup.
This doesn’t mean starting over or diving into complicated cleanup. A few intentional reviews now can save you hours of stress later and help ensure your financial reports accurately reflect how your business performed last year.
If you’re using 17hats for bookkeeping, most of the heavy lifting is already done. Your focus at the start of the year is simply confirming that everything is connected, up to date, and properly categorized.
Small gaps — like missed transactions or uncategorized deposits — can impact your reports, even if things look fine at a glance.
Use the checklist on the next page to make sure your books are complete and ready for
tax season, with step-by-step guidance on where to look inside 17hats.
A Clean Start Makes the Rest of the Year Easier
Getting your bookkeeping in order at the beginning of the year isn’t just about taxes — it’s about clarity. When your accounts are connected, transactions are complete, and reports are accurate, you can confidently hand things off to your tax professional.
If you notice missing transactions or date ranges, most issues can be resolved by importing files directly into 17hats. And if your bank only offers CSV or PDF statements, our support team is always happy to help.
A little attention now sets you up for a smoother tax season, clearer financial insights, and better decision-making all year long.
If questions come up along the way, don’t hesitate to reach out to support. It’s always easier to tackle bookkeeping proactively than to scramble later.
3 Tips To Make Bookkeeping Easier (and Tax Season Smoother)
1. Make sure all business accounts are connected
• Review connected accounts under Account Settings → Bookkeeping Options.
• If a bank or credit card account is missing, click Connect Account. Keep in mind that banks typically only allow the most recent 90 days of transactions to sync.
• For older transactions, download the missing date range from your bank’s website. Files in QBO, QFX, or OFX formats can be imported directly from the Bookkeeping page by clicking the gear icon next to Reports and selecting Import Transactions.
• If your bank only provides CSV files or PDFs, 17hats Support can convert those files into an importable format.
2. Confirm connected accounts are fully updated
• A bank sync error on your dashboard usually means the bank requires a manual refresh.
• You can check the last sync date under Account Settings → Bookkeeping Options.
• Not all banks send error alerts, so it’s a good idea to manually review each account. From the Bookkeeping page, select each account from the All accounts dropdown and click Search.
• Use the From and To date fields to review transactions by week, month, or quarter and confirm there are no missing gaps.
3. Verify and categorize all transactions
• Transactions must have a category selected and the Verify button clicked to appear on your Profit & Loss report.
• To avoid duplicating income, be sure deposits tied to invoice payments are categorized as Transfer between accounts, not income.
WRITTEN BY NICOLE LARSON
5 Things You Should Know About Emailing in 17hats
Email is at the heart of our client experiences. It’s how we confirm submissions, send reminders and reassure our clients that we’ve got everything handled.
If your emails ever feel robotic, repetitive or harder to manage than they should be, read on for five practical ways to make your emails in 17hats personal, up to date and productive.
1. Update Email Templates As You Go
Not all email templates are meant to be “set it and forget it.” Our businesses evolve, processes change… and your templates should, too.
Let’s say you’ve just set up consultation calls to be booked through online scheduling (yay!). Now, when you’re inviting your lead to the call you can replace your “What are a few days and times that work for you?” line with your scheduling link instead. Simply pull up your usual template, edit the message and click “Update this template” before sending.
Now the lead you’ve just emailed will see your scheduling link, and so will anyone else who gets sent that template in the future!
This tip helps you keep your templates current and avoid repeating the same manual edits again and again… and again.
2. Schedule emails when timing matters
Somewhere between automated emails and manually sending emails are scheduled emails.
Scheduling emails is especially helpful for messages that are best sent after some thoughtful timing, such as thank you emails after a project wraps up.
For example, you’re fresh off fulfilling your service and want to include specific details about the project in your thank you email. But you know your client simply won’t see your thank you email right now because they’re still enjoying the benefits of your service. Don’t risk forgetting these important details over the next few days… schedule the thank you instead! ��
This gives you the best of both worlds: a personal, thoughtful email without the mental load of having to remember the details later.
3. Use the correct email type
When creating email templates in 17hats, pay attention to the type of email you set. If you’ve ever known that you created the perfect �� email to send with your quote, but then can’t seem to find it when you’re ready to send… you’re not losing it; it’s probably because you created it as the wrong type. Edit it to a “Quote Email” and you’ll be good to go!
What’s more is that some email types unlock specific tokens. For example, invoice emails can include tokens for invoice numbers, amounts and due dates; while contract emails can pull the contract name, due date and creation date.
4. Customize your document reminders & confirmations (system-wide)
The default, automated document reminder and confirmation emails in 17hats are very solid and professional. But there are a few things you should know:
• Document reminder emails aren’t turned on until you do so (head to Account Settings > Reminders [their new home!] to set your preferred number of reminders and their timing for each document type)
• If your documents aren’t assigned due dates, the automated reminders won’t send
• Document confirmation emails are on by default, and can be edited in your Documents & Emails page (see the next item for another tip on your automated confirmations!)
• It’s worth the one-time effort to give each of these some personalization to make sure they sound like you and your brand
And my favorite recommendation here? �� In your reminder emails, I love writing “This is a friendly automated reminder…”. This acknowledges that yes, your system is helping you out in the background, but a real human took the time to write the message initially.
5. Use tokens strategically (including in your subject lines!)
Tokens are one of the best ways to make your emails feel perfectly personal and precise.
They’re how you automatically insert client or projectspecific details (like names, dates, times and more) into both the body and the subject line of your emails. Yes, you read that right!
A subject line like “Your invoice is ready”, becomes far more effective as: “Your invoice for [project] Project date is ready”. Including the date in your subject line is sure to get your email recognized well before a generic subject line would.
Find Nicole on the 17hats Marketplace! Check out Nicole’s items and services on the 17hats Marketplace to help build and streamline your business.
Another one of my favorite tips (that I promised above)... is especially helpful for those of us who utilize payment schedules in our invoices. I love adding the [invoice] Invoice outstanding amount token in my automated invoice confirmation emails to share the remaining balance (even if it’s $0). This really helps to give the client a sense of comfort that everything is in order.
By the way, once you’re comfortable with using all the default tokens available, you can also explore custom tokens to share even more project particulars… but that’s a topic for another day.
Final Note
If you’d like help creating emails that feel personal, polished and reliable, check out my Two Hours of Live Tech Support in the 17hats Marketplace and we’ll tackle them (and more of your 17hats questions) together! When your emails work with your system instead of against it, both you and your clients feel the difference.
17hats Ambassador Nicole Larson
Share Your Secret to Business Success
Turn your business savvy into cash rewards by simply sharing 17hats.
Referring 17hats is a win-win. You’ll earn $50 for every new member who joins using your link — and there’s no limit to how many rewards you can collect.
Even better? Your friends get a huge head start with 50% off their first year or first two years of 17hats. That’s up to $400 in savings for them, just for being connected to you. It’s an easy way to support fellow business owners while putting extra cash in your pocket.
3 Easy Ways To Refer 17hats:
1. Invite a business friend to book a live 1:1 17hats Walkthrough
Share your referral code and send them to meet with a 17hats expert to see if 17hats is a good fit for their business. Your referrals can book a 1:1 directly from the 17hats.com
2. Share on Social Media
Post about how 17hats helps you — and include your link. Include before/after stories or screenshots! Business owners love seeing behind-the-scenes.
3. Send a Personal Message
Reach out to a business friend with a quick text or DM: “Hey! If you’re still juggling client stuff manually, you should check out 17hats. Here’s my referral link for 50% savings — it’s a no brainer!”
Find Your Referral Code & Link!
Head to your 17hats account settings and click the “Referrals” tab to copy your unique referral link. Your referred friend can use your code when signing up for a trial or upon checkout. You can also send them your link that allows your referral to directly buy now.
Tutorials!
Your Shortcut To
Want to get more out of 17hats without the guesswork? Our top tutorials are the fastest way to learn, implement, and level up your business systems — no tech degree required. Each video walks you through key tools and features step-by-step, so you can spend less time figuring things out and more time doing what you love.
Don’t send that late night email – you can schedule it! Jebb will teach you how to schedule an Email inside 17hats.
Add new Tags to Projects & Contacts in bulk! Watch our 17hats expert, Jebb on how to bulk add Tags.
Craving MoreEducation?
Step up your professionalism by adding a custom subdomain to all your 17hats links.
Set up or update Past Due Invoices Reminder Emails to take one more thing off your busy plate.
Head over to 17hatsUniversity.com and blog.17hats.com to dive deeper into both business and 17hats education. Bookmark both sites and check back weekly for fresh insights and tutorials.
You Bring The Talent
We Bring The Tools
17hats is the all-in-one business management platform you didn’t realize you need — but soon can't imagine yourself living without. Together, we'll take your business to the next level.
Words From A Pro
“17hatsstreamlinedmy workflowwithmyclientele, makingthebookingprocess quickandeasyandseamless. Ifthatisn’taSHABANGI don’tknowwhatis!”
– Peter Hurley, Peter Hurley Headshots
You don’t need permission to succeed — only courage to start.
