Access the Template Gallery by choosing Installable Templates under the Community section of your account's Help menu!
Here's a quick video about the Template Gallery:
Industry Specific Setups
Táve originally started as a tool for photographers. But as the product evolved, it became clear that it worked great as a business solution for many different industries. The question became how to set up an account for these other industries. Well, now we’re making it easier than ever with our template gallery. You can browse the template gallery and install industry basics, questionnaires, quotes, contracts, automations and more. These templates are a great starting point to help you learn Táve or add stuff to your account if you’re an existing user.
How It Works
It’s pretty simple. Just browse any of the pre-made content in the gallery. When you find something you want to install, click on it. You’ll get a list of all of the pieces that will be installed. Just click install. Magic ensues. If there is an item on your account (questionnaire, quote, contract, etc.) with the EXACT same name, we’ll just use that and mark the item as ‘Used Existing’. This prevents any of your current setups from being overwritten. You won’t however get the full install. So for example, if you have a contract named ‘Wedding Contract’ and you install a template with a quote of the same name, we’ll use the existing one. You won’t get the new contract. If you’re sure you want the template contract, then simply edit your original item to change the name or delete it then reinstall.
The template gallery does NOT remove any existing setup on your account, even the original defaults that came with your free trial. The template gallery does NOT have any effect on client data, jobs, etc., existing or otherwise.
To see what you’ve already installed and which user on your account installed it. Simply go to the history menu on the top right of the template gallery.
More To Come...
We believe that this will be an extremely powerful tool to help new and existing users get the most out of their Táve account. We will be adding more content as we go, so if you’re looking for something in particular or you think of something that could be really helpful to someone else, let us know and we’ll build it for the template gallery. Just send us a message from the Help menu with your ideas.