Everything you get with PRO
- Hat Masters OSYour business operating system: website, calendar, messages, payments, POS, store, and marketing, all in one place.
- Monthly PRO Community CallsLive with the Hat Masters team. Watch for an email and a text with each month's date and topic.Missed a call? Watch the replays in your PRO Portal
- Go to portal.hatmasters.pro, or click the portal link in the left menu of Hat Masters OS on your computer.
- Log in with your Hat Masters OS email. The first time, you will set your password.
Opens on a computer or in your web browser. Not available inside the app.
- PRO Member NewsletterIn your inbox the first week of every month.
- First Access to InventoryNew and exclusive inventory, PRO members first.
- The Hat Masters OS AppDo everything right from your phone! Get the app
Here is exactly what happens next
No need to learn everything at once. Follow these four steps and we will get you up and running.
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With Jake
Talk to Jake and plan your website
On your Welcome Call, Jake helps you get the basics in place so we can build your site.
- Purchase your domain
- Upload your logo and pictures
- Plan your website: how you work with customers and how they reach you
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From the Hat Masters OS team
We build your website
Suzanne and the Hat Masters OS team build your complete website for you. Within 14 business days, we will be in touch with your finished site.
Three simple things to do now
That is it. Everything else, we will walk you through on your call.
1. Download the app
Get the LeadConnector app to run your business from your phone. Log in with your Hat Masters OS credentials.
2. Log in on desktop
Go to app.hatmasters.pro and bookmark it.
3. Try Ask AI
Your personal help desk. On desktop, it is at the top of your left menu. In the app: Apps, then Insights and Productivity, then Ask AI.
- Try asking: "Walk me through setting up my profile."
- For the best answers, tell it what you are trying to do, which part of Hat Masters OS you are in, and what you see on your screen.
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You
Your website is live: book your PRO Launch Call
Once your website is live, book your call with Suzanne. We will connect everything and show you the simplest, most effective way to use Hat Masters OS.
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You and Suzanne
Have your call, then run your whole business
On your PRO Launch Call, we connect your payments and show you Ask AI, your calendar, and the POS. After that, you are up and running with:
- A live website
- Inquiries and new business coming in
- Customers booking with you
- Payments collected in person and online
- Inventory managed, if you would like
- Marketing for your business
Sales tax: one tax, every product
How taxes work in Hat Masters OS: You create one tax, named "Sales Tax," and connect it to every product you sell. When you travel to an event, you update that one tax to the event's rate. Every connected product then charges the new rate at checkout, no matter how many products you have.
Set it up
On a computer, create "Sales Tax" in Payments, Settings, Taxes. Attach it to every product with Bulk Edit. Turn Automatic Taxes off in the POS app settings.
Change one number
Update the Sales Tax rate to the event's address, then test one sale on the POS and back out without charging.
Attach Sales Tax
Add Sales Tax before you save. A product without it rings up with $0 tax.
The full guide covers the step-by-step setup, the before-event routine, special cases, and online store taxes.
Guides and how-to videos
Want to dig deeper? Open any topic below. For a specific question about your account, ask Ask AI first.
How to Connect Your Google Workspace
Connect your Google Workspace to Hat Masters OS.
Dashboard: Your Business Home Base
See your tasks, pipeline, and messages at a glance.
Calendars: Booking Appointments
Set your availability and let clients book time with you automatically.
Sites: Design & Edit with AI
Use AI to build and update your website pages.
Sites: Your Website + Forms
Where your site pages and lead-capture forms live.
Store: Sell Hats Online
Set up your online store, products, and collections.
Conversations: Where Messages Show Up
Find every message, form submission, and booking request in one inbox.
Contacts: Your Customer List
Every customer record, in one place.
Task Management: Get Business Tasks Out of Your Head
Track daily tasks, follow-ups, and to-dos inside Hat Masters OS.
Opportunities: Your Lead Pipeline
Move leads through your pipeline from first contact to booked.
Payments & Taxes
Hat Masters OS handles payments and inventory natively: collect in person through the built-in POS, and online through invoices, payment links, and contracts. Everything updates in real time in one place.
Using the POS
Setting Up Sales Tax
Taxes for your website store and invoices
For sales made through your online store or an emailed invoice.
Taxes for POS sales
A separate setup step. Tax has to be attached to each product for it to apply at checkout.
Marketing: Email + Social Posting
Schedule social posts and send marketing emails.
Automations: What Happens Behind the Scenes
See what's automated for you already, and customize the messages for your business.
Reputation: Google Reviews + Google Business Profile
Connect your Google Business Profile and manage your reviews.