Below is a guide to setting up and customizing the Event Types section of your Táve account. You can find them in here in Settings › Event Types.

Each of your bookings in Táve are called Jobs, while all of the sessions, meetings, and other interactions you have with your clients on a job are called Events.

In your Event Type settings, you can customize the types of events you typically schedule on the various jobs you book. If you’re a wedding photographer, some crucial event types may include a consultation, ceremony, reception, and ordering appointment. Portrait photographers can keep things broad by using one event type for all jobs called session, or specify separate event types for family session, newborn session or headshot session, for example.

When creating or adjusting an event type, you’ll see various options. You will start out by choosing whether the event is a session, meeting, call or other kind of event. You can then choose the custom color you’d like this event type to be when viewing events on your Táve calendars, in the calendar color option.

Next you can select the default duration of the event, although keep in mind this can be adjusted if needed when scheduled on an actual job.

A really important part of the event type setup is choosing who the initial attendees are. Do you want to ensure that your events appear on your Táve user calendar feeds when they are assigned to the job? Set up your event types so that all team job roles on the job’s contact list will be event attendees by adding All Team Members to the Initial Attendees by token field. You can add other types of contacts to this field for those who by default attend the event type you are editing, such as All Clients.

You can also set a Default Location for your event type. This setting is optional and most commonly used if you always hold this event at a particular location, e.g. an Ordering Appointment event that's always held at your studio location. Here, you can select one of your saved address book locations from the dropdown to set the default location when this type of event is scheduled on a job.

The scheduling settings allow you to set buffer times before and after an event of this time, as well as max per day/week/month for bookings. These settings are used in your Bookable Events and will affect the availability options that show for a client when they are booking an event of this type with you, via the scheduling feature. Making any changes on the event type settings here will affect all bookable events using this event type.

After you have set up your event types here, be sure to head to Settings › Job Types to customize your various job types to include the appropriate default events on their job worksheet, to save you some time as you receive new leads. You can learn more about customizing your job types here: