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 this week

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 a few great 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