Getting Started in Táve

Helpful tips for new users who are just getting started.

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23 articles in this collection
Written by Nicole, Andy, Team and 1 other

Setup Assistance

Getting Started with Táve Using Workflows

Written by Anthony
Updated over a week ago

Job, Client, and Data Migration

Looking to move past or current clients over to Táve? Our team is here to help.

Written by Team
Updated over a week ago

Táve 101 Video Series for Táve Beginners

Táve 101 is a 4 part series for Táve beginners, led by an experienced Táve product support specialist.

Written by Nicole
Updated over a week ago

The Essentials

What is Táve?

How does Táve work? What does Táve do? Would Táve work for a business like mine? How is Táve different from other Studio Management systems?

Written by Team
Updated over a week ago

Glossary - Táve Terms and What They Mean

Learn to speak the Táve language.

Written by Andy
Updated over a week ago

How to Build a System

An Introduction to workflow, automation, and getting started

Written by Team
Updated over a week ago

A Guide to Getting Started in Táve

A quick checklist of things to do to get moving fast! Use this getting started checklist to get your account set up.

Written by Team
Updated over a week ago

Getting Leads into Táve

The first step to using Táve is getting people into it. Let's walk through entering a client.

Written by Team
Updated over a week ago

Building Your First Quote in Táve

Sending your first quote inside of Táve to get your clients booked and move them from a lead to a job.

Written by Team
Updated over a week ago

Sending Your Clients a Quote to Book Online

Looking to get your clients booked and have them sign a contract online? Here you go!

Written by Team
Updated over a week ago

Importing Contacts to Your Address Book

Instructions for adding your existing contacts to your Táve Address Book

Written by Nicole
Updated over a week ago

Integrating Táve With Your Website

How to Create a Contact Form

Learn how to use Táve's built in contact form to create new leads

Written by Nicole
Updated over a week ago

Embedding a Táve Contact Form Into Your Website

How to embed your contact form into your website using iFrame

Written by Nicole
Updated over a week ago

Adding Your Táve Contact Form to Squarespace

How to embed a Táve contact form into your Squarespace website.

Written by Nicole
Updated over a week ago

Setting up a Contact Form on WordPress

There are three options for getting your leads in Táve from your WordPress website

Written by Nicole
Updated over a week ago

Using Contact Form 7

Use CF7 on Wordpress to get new leads into Táve

Written by Nicole
Updated over a week ago

Using Gravity Forms

Use Gravity Forms on Wordpress to get new leads into Táve

Written by Nicole
Updated over a week ago

Flo Form Contact Form Integration (Flo Themes)

Use Flo Themes to get new leads into Táve

Written by Nicole
Updated over a week ago

Using Táve Contact Forms with SmugMug Sites

SmugMug doesn't support iFrames, so you'll do a direct link

Written by Nicole
Updated over a week ago

Generating Leads from a Public Questionnaire

Automatically generate a new lead through a questionnaire.

Written by Nicole
Updated over a week ago

Building Out Templates

Template Gallery

Introducing a whole new way to get set up in Táve with installable templates

Written by Nicole
Updated over a week ago

Making Táve Fit Your Business with Custom Fields

Looking for extra customization? Build out some custom fields to make Táve fit your business.

Written by Team
Updated over a week ago

Creating Your First Contract In Táve

How to import your contract to Táve. Building contracts once, so you don't have to again.

Written by Team
Updated over a week ago