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The Wedding School's In-Depth Táve Setup Guide
The Wedding School's In-Depth Táve Setup Guide

Join Nicole and Susan Stripling with The Wedding School for an in-depth guide to setting up a Táve account from start to finish.

Nicole avatar
Written by Nicole
Updated over 2 years ago

**Important Disclaimer: We're dedicated to constantly improving our software and with that, parts of the software may have changed since the recording of this video.**

Part 1 - Sections of this video have been updated inside of our software. We recommend walking through our Getting Started Section as we have made a lot of this process easier.

This video covers creating your Táve trial account, an introduction to the Táve Template Gallery, and setting up your Táve job types.

Template Gallery
Support
Job Types

Part 2

This video covers customizing your branding, user permissions, and setting up calendars and payment schedules.

Branding
User Permissions
Calendar Setup
Payment Schedules
Payment Gateways

Part 3

This video covers Event Types, Job Roles and Product Types.

Event Types
Job Roles
Product Types

Part 4

This video covers Contact Forms, Lead Status and using Táve's Gmail Integration.

Contact Forms
Lead Status
Gmail Integration

Part 5

This video covers job and deliverable workflows.

Job Workflows
Deliverable Workflows

Part 6

This video covers Questionnaires, Tokens, Custom Fields and Contracts.
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Questionnaires
Tokens
Contract Templates

Products
Packages
Standard Quotes
Advanced Quotes
Using the Client Portal

Part 8

This video covers Táve's built-in Reports and building and using custom sidebar lists.

Reports & Administration
Organization Through Sidebar Lists

Part 9

This video covers Email Templates and an introduction into Automations.

Táve Support Articles Related to this Video:

Email Templates
Intro to Automations
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