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Getting Started in Táve
Getting Started in Táve
Helpful tips for new users who are just getting started.
+1
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