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Customizing Your Táve Account
Customizing Your Táve Account
An overview of what Táve does and how you can customize your account to fit the needs of your business.
Configuring Your Account Settings
Lead Tracking with Lead Status
Lead Sources
Creating Powerful Templates with Tokens
Job Types
Job Roles
Event Types
Handling a Team of Employees in Táve
Packages
Creating Products
Connecting Your Calendars
Calendar Setup
Creating Calendar Feeds for Specific Job Types, Event Types or Event Attendees
Google Calendar Integration
Táve Calendar on iPhone/iPad
Táve Calendar in Apple Calendar (iCal)
Apple Calendar (iCal) in Táve
Táve Calendar on Android
Branding
HTML Content Security Policy
Customizing Your Branding to Match Your Business 🎨
Building Your Brand Using Táve
CSS Code Snippets for the Advanced Design Editor
Customizing Your Brand Favicon
Building Stronger Business Identity by Using Multiple Brands 💪
Setting Up a Custom Domain
Setting Up Additional Brands
Changing your Secure Domain
Email
Features of Gmail Integration
How Emails Import from Gmail Using Google Integration
How to Help Email Deliverability by Setting Up an SPF Record
Scheduling Emails
Adding a DKIM Record to Your Domain for Safe Email Sending with G Suite
Email Setup
Setting Up and Using an Email Signature
Email Templates
Gmail Integration
Email Deliverability and the Táve Mail Log
Collecting Payments from Clients
What's a Payment Schedule?
Payment Gateways for Online Payments
One Time Payment Schedule
Payment Schedule Split into Multiple Payments
Monthly Payment Schedule
Custom Payment Schedule
PCI Compliance Upgrade for PayJunction
Applying a Surcharge to Online Transactions
Organizing Your Account with Sidebar Lists
Creating New Custom Sidebar Lists
Custom Lists and Filters Overview Video
What is a filter?
Adjusting Visible Columns
Adding Columns to Your Searches
Filters for Your Calendar Agenda
Filters for your Leads List
Adding New Lead Statuses to the Sidebar
Filters for your Jobs List
Filters for your Quotes, Orders & Invoices Lists
Filters for your Address Book
Using the Actions Menu in Searches
Adding Custom Reports to Your Dashboard
Reordering Custom Reports in Your Sidebar
Exporting Your Lists
Badge Colors
