Customizing Your Táve Account

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25 articles in this collection
Written by Nicole Hoffman and Dave

Customizing Your Branding to Match Your Business 🎨

How to customize what your clients see when you send them something from Táve
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Written by Nicole Hoffman
Updated over a week ago

Lead Tracking with Lead Status

How to track your leads using custom lead statuses
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Written by Nicole Hoffman
Updated over a week ago

Creating New Custom Reports

Save your filtered list to the sidebar menu.
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Written by Nicole Hoffman
Updated over a week ago

Creating Powerful Templates with Tokens

Understanding Tokens and how they help you create powerful templates for your business.
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Written by Dave
Updated over a week ago

Job Types

Setup of your Táve account job types
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Written by Nicole Hoffman
Updated over a week ago

Job Roles

Setting up your available job roles for the contacts on your leads and jobs
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Written by Nicole Hoffman
Updated over a week ago

Event Types

Setting up your available event types to appear on your Táve job schedules and calendar
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Written by Nicole Hoffman
Updated over a week ago

Handling a Team of Employees in Táve

How to best track job assignments by team member and customize user preferences.
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Written by Nicole Hoffman
Updated over a week ago

Using Táve Contact Forms with SmugMug Sites

SmugMug doesn't support iFrames, so you'll do a direct link
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Written by Nicole Hoffman
Updated over a week ago

Email Setup

Setting up and using email in Táve
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Written by Nicole Hoffman
Updated over a week ago

Setting Up a Custom Domain

Brand all your client facing pages with a subdomain on your website
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Written by Nicole Hoffman
Updated this week

Setting Up and Using an Email Signature

Creating and Using an Email Signature in Email Templates
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Written by Nicole Hoffman
Updated over a week ago

Email Templates

How to build and use email templates to send emails from Táve
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Written by Nicole Hoffman
Updated over a week ago

Google Email Integration

Integrating with a Google email account for sending and receiving emails in Táve
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Written by Nicole Hoffman
Updated over a week ago

Creating Calendar Feeds for Specific Job Types, Event Types or Event Attendees

How to set up your employees and other contacts with their own calendar feeds of events they need to know about
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Written by Nicole Hoffman
Updated over a week ago

Calendar Setup

Instructions for subscribing to your Táve calendar feed in other apps, and subscribing to outside calendars within Táve
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Written by Nicole Hoffman
Updated over a week ago

Táve Calendar in Google Calendar

Subscribe to your Táve calendar on Google
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Written by Nicole Hoffman
Updated over a week ago

Flo Form Contact Form Integration (Flo Themes)

Use Flo Themes to get new leads into Táve
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Written by Nicole Hoffman
Updated over a week ago

Using Gravity Forms

Use Gravity Forms on Wordpress to get new leads into Táve
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Written by Nicole Hoffman
Updated over a week ago

Apple Calendar (iCal) in Táve

Subscribe to an iCal calendar in Táve
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Written by Nicole Hoffman
Updated over a week ago

Using Contact Form 7

Use CF7 on Wordpress to get new leads into Táve
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Written by Nicole Hoffman
Updated over a week ago

Táve Calendar in Apple Calendar (iCal)

Subscribe to your Táve calendar on your Mac
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Written by Nicole Hoffman
Updated over a week ago

Google Calendar in Táve

Subscribe to a Google calendar in Táve
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Written by Nicole Hoffman
Updated over a week ago

Táve Calendar on iPhone/iPad

Subscribe to your Táve calendar on an iOS device
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Written by Nicole Hoffman
Updated over a week ago

Email Deliverability and the Táve Mail Log

Tracking your client's email activity
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Written by Nicole Hoffman
Updated over a week ago