Did You Miss These 2026 Updates?

Adapted from the November 2026 issue of The Journey.

17hats released 27 new features and updates in 2026. Some were big launches with announcement emails. Others slipped in quietly, and if you were busy running your business, you may not have noticed them at all.

The full list is in the November issue of The Journey. This is the short version: five updates we’d spend ten minutes on before January, with a quick tip for each. We chose them for how much routine work they take off your plate, which isn’t always the same as how flashy they are.

1. Texting in Workflows (September 28)

You can now add a texting step to any Workflow, and the text goes out on its own to Contacts who’ve opted in. If a Contact hasn’t opted in, 17hats can create a to-do instead, so you remember to reach them some other way.

This builds on January’s update that lets you send quotes, contracts, invoices and questionnaires by text once a client opts in. For the client who never seems to check email, the two together make a real difference.

Quick tip: Start with appointment reminders. A text the day before a consult tends to get read faster than an email, and it’s the easiest step to add to a Workflow you already have. Texting is available to members in the US and Canada.

2. Event Emails (September 26)

Event Emails are a new template type for confirming and reminding clients about a specific event, like a consultation or a site visit, rather than only the main Project date. Four tokens fill in the event’s date, start time, end time and location.

The useful part is what happens when plans change. If the event moves, the email picks up the new details automatically.

Quick tip: Look through your current reminder emails for any where you typed a date or address by hand. Rebuild those as Event Emails first.

3. The Quote Selections token (August 25)

Add this token to a contract that’s combined with a quote, and whatever the client picks on the quote (products, services, quantities, prices) shows up in the contract. If they change a selection, the contract updates to match.

Quick tip: Put it in the scope section of your contract, since that’s the part most likely to drift out of sync with the quote and the part that matters most if there’s ever a disagreement. There’s more on writing that section in What to Include in a Service Contract.

4. Pause and resume Workflows (February 17)

Clients put things on hold. Before February, that meant stopping a Workflow and rebuilding the remaining steps later, or keeping an eye on it so nothing went out at the wrong time. Now you can pause a client’s Workflow and pick it up later without deleting or rebuilding anything.

Quick tip: This one is most useful in December. When a client says “let’s pick this back up after the holidays,” pause it right then, while it’s on your mind.

5. Questionnaire checkboxes add Project tags (May 19)

When a client checks a box on a Questionnaire, 17hats can add a Project tag based on their answer. Tags can start Workflows or move Projects into Pipelines, so one checkbox can set the right next steps in motion.

The example from the issue: a client checks “Yes, I’d like the add-on,” and the add-on’s follow-up starts without you lifting a finger.

Quick tip: Find one question you already ask where the answer changes what you do next. That’s your first tag. (We’ll walk through a full before-and-after of this one in January.)

A few more worth a look

These didn’t make the top five, but one of them might be exactly what you needed:

• Line item discounts (October 14) take a percentage or dollar amount off a single product or service on a quote or invoice. Handy for a holiday special.
• The new text editor (September 28) lets you search for tokens instead of scrolling a long list, and add attachments from the toolbar. Here’s a tour.
• Redirect after booking (June 25) sends clients to your own thank-you page, intake form or next steps after they book through Online Scheduling.
• Custom Account Fields (June 2) hold details like your license number or office hours, which you can then drop into emails, documents and your Client Portal as tokens.
• With notification history (June 23), you can click the bell icon to see recent notifications even after the pop-up is gone.

FAQ

How many features did 17hats release in 2026?
Twenty-seven new features and updates as of the November 2026 issue of The Journey, spread across texting, email, Workflows, quotes and invoices, scheduling and account settings.

Where can I learn how to set these up?
17hats University has step-by-step video tutorials for many of them, including the Quote Selections token. If you’d rather have someone walk you through it, the Business Support team can help too.

The complete 2026 Feature Roundup, plus a first look at what’s coming next, is in the November 2026 issue of The Journey.