You're a champion of figuring things out yourself. A warrior of productivity, and an organizational force to be reckoned with. You don't need hand-holding, directions, long drawn out videos, or (heavens forbid) instructions. You're ready to get this party started.
...you just want to know maybe which direction to start walking, and that's totally not asking for directions.
General Settings (The Boring Stuff)
- Check your Main Settings
- Fill in your applicable Taxes and Currency
- Connect your square account (or other Client Payment Methods)
- Import your existing contacts
- Connect your Gmail account to get full access to email magic
- Install any additional templates you'd like from the Template Gallery
- Take a quick look at your Job Types, Job Roles, and Event Types
- Customize your Job Workflows and check that they're assigned to the right Job Types
- Build any extra Deliverable Workflows you might need and assign them to all applicable products and services
- Adjust pricing on products and services and build any packages you offer
- Set up payment schedules so people know when to pay you
- Build out a Quote Template or two so it's easy to get clients booked
- Check out Lead Statuses, our powerful way of tracking your leads
Okay, you made it. That's the hardest part of it, I promise.
Make it Fit Your Business (The Fun Stuff)
- Adjust your Branding so everything you send clients matches your brand
- Make some Email Templates so you never have to type out the same thing twice
- Copy your existing contracts to create Contract Templates
Test it! (The Safe Stuff)
- Create a test lead with your personal email address
- Send yourself a quote template (Bonus: make the amount due $1 so you can test out paying by credit card!)
- Include a questionnaire and a contract and double check that your tokens filled in as you expected
- If everything works smoothly, add any existing jobs
You Did It!
Before you move on, stop and take in the magnificence that is your Táve account. Your Sistine Chapel of organization. Your Mona Lisa of productivity. Your fully- functioning sixth-grade volcano science project that made all the other children unanimously vote you student council president for the next two years of pure studio managing awesomeness.
Now that you've basked in your glory, jump in and explore some more features inside of Tave. I promise there's more there than you realize.
Is something missing or you want to double check that you're doing everything right? Message us in your account by clicking Help › Message Us.
Messaging is great and quick for some questions, but wouldn't it be great, dare I say, incredible if someone from Táve could chat with you one-on-one to walk you through anything that's confusing you, making your life difficult, bothering you, or keeping you up at night?...as long as it's Táve related...don't make this weird.
Included free with your account are one-on-one walkthroughs with Táve staff to make sure you're using your account to its fullest and answer any questions you have along the way.