Getting Started in Táve

Helpful tips for new users who are just getting started

14 articles in this collection
Written by Nicole and Dave

Rescheduling a Job

Moving a job date or need to reschedule a session? Here's some help

Written by Dave
Updated over a week ago

How to Build a System

An Introduction to workflow, automation, and getting started

Written by Dave
Updated over a week ago

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

Concierge Onboarding - White Glove Account Setup, & Data Migration Beta

New and looking for help setting up your Táve account? We're here to help.

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
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

Flo Form Contact Form Integration (Flo Themes)

Use Flo Themes to get new leads into Táve

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 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