Interactive 17hats Guide: Understanding Tags
If you've been using 17hats for a while and tags still feel a little murky... you're not alone. Most people know tags exist but aren't sure what they're actually supposed to do, or why their tag list looks like chaos after a year of using the system.
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This guide walks you through exactly how 17hats tags work: the difference between project tags and contact tags, the two jobs a tag can do (automation vs. search and organization) and how the newest tag feature (the ability to start and stop workflows with a project tag) changes what's possible for your client communication.
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Work through the interactive guide below to learn the framework and test your understanding. It takes about five minutes and is free to use.
Frequently Asked Questions About 17hats
βHow do I block off full days in Online Scheduling?
Head to Account Settings > Online Scheduling > Availability > Edit, then scroll all the way to the bottom & pick your date(s). Click any green block and confirm you want to remove it from your availability. Alternatively, if you've synced and are cross-checking a Google calendar, you could add a full-day event on the calendar to do the same thing.
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Can I show the event date on my quotes?
Yep! Drop the project date token into a line item description & the date will show up right on the quote.
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Can I give a client a partial refund?
Yes. Open their invoice, click the refund button near the top left & enter the amount you want to send back.ββ
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Why isn't a booked project showing up in my pipeline?
Pipeline stages follow the tags that are attached to templates in your workflow. If a project skips ahead or disappears, check its tags... a tag like "completed" that got applied early (or by hand) will move it out of the stage you expect.
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Can one contact have more than one project?
Yes! 17hats identifies every contact by email address, so any new project created with that same email lands on the existing contact.
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Can I put a workflow's tasks on a different calendar?
Tasks get added to the calendar their workflow is assigned to. Edit the workflow details & choose the other calendar... just know every task in that workflow will move with it.
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How do I send an email that isn't part of my workflow?
Use the Create New button inside the client's project to send any template. Save that button for one-offs, though... anything that's already in your workflow should go out through the workflow so any related automations know you sent it.
17hats Templates, Courses & Downloads
Take your 17hats skills to the next level with these resources. From plug-and-play templates to comprehensive courses, I've got everything you need to make 17hats work for your business.
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