Getting Started in Táve | Táve Support

Getting Started in Táve

Helpful tips for new users who are just getting started

12 articles in this collection
Written by Nicole Hoffman and Dave

The Essentials

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 Dave
Updated over a week ago

1 - Getting Leads into Táve

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

Written by Dave
Updated over a week ago

2 - 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 Dave
Updated over a week ago

3 - 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 Dave
Updated over a week ago

Integrating Táve With Your Website

Embedding a Táve Contact Form Into Your Website

How to embed your contact form into your website using iFrame

Written by Nicole Hoffman
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 Hoffman
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 Hoffman
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 Hoffman
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 Dave
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 Dave
Updated over a week ago

Migration Tips and Tricks

Data Migration and Setup Services for Hire

If you're looking for hands-off setup, or would like to pay someone to set up your account, we have some options for you!

Written by Nicole Hoffman
Updated over a week ago

Booking Leads by Creating an Order

This method will allow you to book your clients with a simple order and one or more invoices.

Written by Nicole Hoffman
Updated over a week ago