Getting Started in Táve

Helpful tips for new users who are just getting started

15 articles in this collection
Written by Nicole and Dave

Setup Assistance

Fast Track Account Setup

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

Written by Dave
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 Dave
Updated over a week ago

Guided Setup: A Free Course for Táve Beginners

Navigate your new Táve account through an instructor-led course.

Written by Nicole
Updated over a week ago

The Essentials

How to Build a System

An Introduction to workflow, automation, and getting started

Written by Dave
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 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
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