Táve Studio Manager is highly customizable and extremely powerful. There are many aspects to the system that are going to change how you run your business and make you more efficient than ever. Use this getting started guide to set up each piece of the system as you go. Don’t feel like you have to do everything at once. You’ll make lots of tweaks along the way and before you know it, Táve will be running your business and you won’t remember what you did without it.
These are the preliminary steps I usually recommend for new users getting started:
First, import your existing contacts to your Address Book.
This will save you a ton of time of having to manually retype their info when adding them to booked jobs.You can find information on doing this in Settings › Imports › Import Contacts.
Then, you'll want to add all of the products you offer in Settings › Products.
You can find more information on creating products and packages here.
Create your job workflows.
I always recommend users create their job workflows at the start so they can be attached to their various job types from the beginning to keep you on top of everything you need to take care of during the transition over to Táve. You can find more on how to create your workflows here.
Add your existing jobs.
Once you're ready to add your existing bookings into your account, I recommend doing that by creating new leads for each of your existing jobs from the Dashboard's New Lead button in the top right of your screen. You'll add the related clients and other contacts to the lead contact list (you'll see that as you start typing a name that's already in your address book, it will predict those - that's the timesaver I mentioned before), add your clients' booked order in the Quotes & Orders tab with your products (this will move it from a lead to a booked job) and recording any payments they've made on their order.
If you already have a signed contract with them from elsewhere, you can upload it to the Files tab of their job, but if they need to still sign a contract, you can do that within Táve by first creating a template in the Contracts menu on the left of the screen and then adding the contract to their new booked job and emailing it to the client from the Contracts tab.
Táve Support Site
We have a lot of other articles on the Support site to help you get started, with the best being the Getting Started page that will walk you through customizing your account settings.
If you ever need a better visual walkthrough of the system, we're also available at Support to hold free one-on-one phone calls or web chats. Let us know if you'd like to set something up!
If you're looking for a quick task list of things to do to get setup, we have you covered:
- Install applicable templates from template gallery
- Set up Job Types
- Set up Job Roles
- Set up Event Types
- Build Job Workflows and assign them to Job Types
- Build Deliverable workflows
- Add products and services and apply deliverable workflows
- Build packages
- Set up payment schedules
- Build Quote templates
- Check Lead Statuses
Make it Fit Your Business
- Adjust branding settings
- Make some Email Templates (Quick responses)
- Copy your existing contracts to create Táve contract templates
- Enter test job with your email address
- Send over quote template.
- Fill out contract and double check tokens!
- Test out invoices and payments
- Send a questionnaire