Táve

Anthony

Team

Nicole

Helpful tips for new users who are just getting started.

Getting Started in Táve

Getting Started with Táve Using Workflows

New and looking for a white-glove setup of your Táve account? We're here to help.

Táve Pro Services

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

Job, Client, and Data Migration

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

Táve 101 Video Series for Táve Beginners

Setup Assistance

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?

What is Táve?

Glossary - Táve Terms and What They Mean

An Introduction to workflow, automation, and getting started

How to Build a System

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

A Guide to Getting Started in Táve

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

Getting Leads into Táve

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

Building Your First Quote in Táve

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

Sending Your Clients a Quote to Book Online

Instructions for adding your existing contacts to your Táve Address Book

Importing Contacts to Your Address Book

Andy

The Essentials

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

How to Create a Contact Form

How to embed your contact form into your website using iFrame

Embedding a Táve Contact Form Into Your Website

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

Adding Your Táve Contact Form to Squarespace

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

Setting up a Contact Form on WordPress

Use CF7 on Wordpress to get new leads into Táve

Using Contact Form 7

Use Gravity Forms on Wordpress to get new leads into Táve

Using Gravity Forms

Use Flo Themes to get new leads into Táve

Flo Form Contact Form Integration (Flo Themes)

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

Using Táve Contact Forms with SmugMug Sites

Automatically generate a new lead through a questionnaire.

Generating Leads from a Public Questionnaire

Embedding a Contact Form or Public Questionnaire Using the Legacy Táve HTML

Integrating Táve With Your Website

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

Template Gallery

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

Creating Your First Contract In Táve

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