Payments

To-Dos

Reporting

Bookings

Calendars

Workflow

Contracts

Lead Forms

Running a service-driven business can be difficult, time-consuming, and overwhelming.

17hats is here to help relieve the chaos through online access, automation, and powerful workflows.

Hear long-time 17hats member, Sarah Meyer's experience with 17hats.

Referral Offer!
Just. For. You.

Exclusive Deal:
50% off Your First Year!

As low as $75/year

Get Started Today

LET'S GO

Black Friday Savings Start Here

Save 50% off Your First Year

Or, Grab Our Once-a-year lifetime offer

LET'S GO

Because you were referred by a 17hats member

Choose from three packages. Each designed to meet you where you are at in business.

Essentials

Valued at $150

$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

Valued at $300

$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

Valued at $600

$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

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

Once you get started with automation, the sky is the limit. With our referral-only BOGO offer, you will be setting your business up for long-term success. Can you imagine where you business will be in two years?!

Not ready for automation? Try our Free CRM.

Level One

$150

/two years

$300 value.
You save $150.

$150 Annual Plan
$15 Monthly Plan

BUY NOW

Is this for you?

Looking to move your business from pen and paper to an online platform?

Get started with our CRM + Documents, Lead Capture Form, and Online Scheduling.

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

Level Two

$300

/two years

$600 value.
You save $300.

$300 Annual Plan
$30 Monthly Plan

BUY NOW

Is this for you?

Needing to streamline and automate your business to save time?

Get started with the CRM + the automation you need to grow your business.

Free CRM included for life
35 Documents* / Month
Three Lead Capture Forms
Unlimited Online Scheduling Services

Level Three

$600

/two years

$1200 value.
You save $600.

$600 Annual Plan
$60 Monthly Plan

BUY NOW

Is this for you?

Searching for an integrated solution to optimize your business?

Get to know your new CRM + integrated set of features ready to do the work for you.

Free CRM included for life
70 Documents* / Month
20 Lead Capture Forms
Advanced Online Scheduling

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

Try any level of automation for free.

Your first three projects are on us.

No credit card required upon sign-up.

All prices are in USD.

17hats takes the worry out of my business. From workflow reminders keeping me on task, to automated emails keeping my clients close, I can’t ever imagine going back to doing everything manually like I used to!

–

Vanessa Joy

Photographer

In 10 years of business, I’ve never been able to separate what I love to do from what the business needs are. Automation with 17hats has given me more freedom to focus more time on my clients’ needs and less time in the weeds of my business.

–

Trevis Bailey

Designer

17hats has given me the gift of automation. It allows me to have a repeatable process in place which is paramount to running a successful business.

–

Sal Cincotta

Photographer

Before 17hats, my balloon decorating business was disjointed. I had systems in place but none of them worked together. With 17hats, I’ve been able to combine all of my clunky systems into one smooth workflow. 17hats is my employee of the month, every month.

–

Sara Meyer

Balloon Artist

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 Essentials Package at the discounted referral price of $75. Your subscription will automatically renew next year at the price of $150.

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 your business into success.
Also, under Live Events, you can sign up for our Getting Started Workshops.

Getting Started Guide

Can I change my package later?

Yes, as your business grows you will need of more functionality and automation. At any time, you will be able to change packages to fit your needs.

What if I need more help?

17hats has many different resources to help you get started. Access tutorial and webinar replays at 17hatsUniversity.com. Attend one (or two) of our four free, live Getting Started Workshop. Contact our 17hats support team via live chat.

Automation doesn’t have to be scary

Automation can be simple or complex. No matter the level, automation is necessary for you to have a successful, reliable, and exciting business.

Less Busywork.
More Momentum.

By moving away from pen and paper to 17hats, the busywork of printing, filing, and calendaring disappears from your day-to-day.

The hours you spend organizing papers can now be spent on marketing and networking.

Less Missed.
More Gained.

With automation on your side, leads are responded to instantly, Invoices are automatically delivered, and money is sent directly to your bank account.

Those once-missed opportunities will now turn into future gains without adding any to-dos to your plate.

Less Chaos.
More Time.

Calls to make, emails to respond to, contracts to send, and past due invoices to follow up on. Chaos descends quickly when you’re running a business.
‍
By harnessing the power of automation, your to-do list is cut down and you gain back hours in your day.

Less Worry.
More Joy.

Constantly worrying about what’s next – and what you’ve forgotten – is no way to run a business, or live your life. Business should be fun, not a stress fest.
‍
We won’t let you forget your important to-dos today, tomorrow, and the days to follow.

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

Are you ready to

Run your business like a business?

Payments

To-Dos

Reporting

Bookings

Calendars

Workflow

Contracts

Lead Forms

Lifetime Membership

17hats Boot Camp

Save 50% Off Your First Year

$75

$150

$300

17hats Boot Camp

Save 50% Off Your First Year of 17hats

$75

$150

$300

Buy One Year – Get Your Second Year Free

$150

/two years

$300

/two years

$600

/two years

Need More Details?

What is the annual price after the year is completed?

How do I get started with 17hats?

Can I change my package later?

What if I need more help?

“A Perfect Business Tool For Solopreneurs.”

An Automated Business is a Stress-less Business

Less Busywork.More Momentum.

Less Missed. More Gained.

Less Chaos.More Time.

Less Worry. More Joy.

In-Depth Look at Each Level

Lifetime Membership

17hats Boot Camp

Double the Savings, Double the Value

$274

$349

$499

$499

Less Busywork.
More Momentum.

Less Missed.
More Gained.

Less Chaos.
More Time.

Less Worry.
More Joy.

Lifetime
Membership