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FAQs and Troubleshooting
FAQs and Troubleshooting
Answers to some of the most commonly asked questions
72 articles in this collection
Written by
Nicole Hoffman,
Topher Villasimón,
and
Dave
Using reCAPTCHA to Prevent Spam Leads
How Táve prevents spam leads with built in reCAPTCHA by Google
Written by
Topher Villasimón
Updated over a week ago
How to Update Your Credit Card
Updating your credit card for your subscription
Written by
Dave
Updated over a week ago
Filters for your Address Book
Written by
Nicole Hoffman
Updated over a week ago
Adjusting Visible Columns
Written by
Nicole Hoffman
Updated over a week ago
Using the Actions Menu in Searches
Save changes to your list when you modify filters, sorting order, or columns.
Written by
Nicole Hoffman
Updated over a week ago
Custom Lists and Filters Overview Video
Learn about Táve's powerful filter and lists.
Written by
Nicole Hoffman
Updated over a week ago
Contact Merge
How to merge two duplicate contacts together in your Address Book
Written by
Nicole Hoffman
Updated over a week ago
Filters for Your Calendar Agenda
Filter just the events you want to see in a custom sidebar report.
Written by
Nicole Hoffman
Updated over a week ago
Adding Columns to Your Searches
Learn about advanced columns that you can add to your lists.
Written by
Nicole Hoffman
Updated over a week ago
Filters for your Leads List
Written by
Nicole Hoffman
Updated over a week ago
Building Questionnaires
Learn all about creating and sending questionnaires
Written by
Nicole Hoffman
Updated over a week ago
Filters for your Jobs List
Written by
Nicole Hoffman
Updated over a week ago
Adding Custom Reports to your Dashboard
Create a dashboard tile for any of your Custom Reports.
Written by
Nicole Hoffman
Updated over a week ago
Filters for your Quotes, Orders & Invoices Lists
Written by
Nicole Hoffman
Updated over a week ago
Reordering Custom Reports in Your Sidebar
Rearrange the Custom Reports you've created
Written by
Nicole Hoffman
Updated over a week ago
Exporting Your Lists
Create instant spreadsheets
Written by
Nicole Hoffman
Updated over a week ago
What's a Payment Schedule?
Payment schedules break out your orders into one or more invoices to collect payment towards that order based on your rules.
Written by
Nicole Hoffman
Updated over a week ago
Badge Colors
Use badge colors to set the priority for the counter on the top level section.
Written by
Nicole Hoffman
Updated over a week ago
Embedding a Public Questionnaire into Your Website
Learn how to add a public questionnaire to your own website
Written by
Nicole Hoffman
Updated over a week ago
Sending Contracts
Learn how to send contracts to your clients
Written by
Dave
Updated over a week ago
Linking Questionnaire Field to Tokens
Collect usable data directly from your clients via questionnaires and tokens
Written by
Nicole Hoffman
Updated over a week ago
Public Questionnaires
Public questionnaires don't need an invite and can be used to create a new lead
Written by
Nicole Hoffman
Updated over a week ago
Sending Questionnaires
Learn how to send questionnaires to your clients
Written by
Nicole Hoffman
Updated over a week ago
Are Online Contracts in Táve Legally Binding?
Insights into online contracting and how electronic signatures work
Written by
Nicole Hoffman
Updated over a week ago
Creating Orders and Invoices
Learn how to create an order and send an invoice
Written by
Nicole Hoffman
Updated over a week ago
Sending an Order or Invoice
Learn how to manually send an order or invoice to your client
Written by
Nicole Hoffman
Updated over a week ago
Changing a Payment Schedule Once an Order is Booked
How to modify the payment breakdown on an already booked order.
Written by
Nicole Hoffman
Updated over a week ago
Revising Orders
Make adjustments to the products and services your client orders
Written by
Nicole Hoffman
Updated over a week ago
How to Edit Invoice Due Dates and Amounts
Use the invoice editor on the order to create, void, and edit its invoice due date and amounts after booking
Written by
Nicole Hoffman
Updated over a week ago
Contact Relationships
Learn how to link contacts so that they are related and become even more connected.
Written by
Nicole Hoffman
Updated over a week ago
Creating an Advanced Quote
Creating advanced quote templates to get your clients booked
Written by
Nicole Hoffman
Updated over a week ago
Payments & Expenses
Track Revenue and expenses for your business
Written by
Nicole Hoffman
Updated over a week ago
Adding a Discount to a Quote or Order
Steps to adding discounts to a quote or an order
Written by
Nicole Hoffman
Updated over a week ago
One Time Payment Schedule
Create one invoice due immediately
Written by
Nicole Hoffman
Updated over a week ago
Creating Products in Your Táve Account
Creating the products and services that you offer to your clients.
Written by
Nicole Hoffman
Updated over a week ago
Payment Schedule Split into Multiple Payments
Evenly spread out your invoice up until job date
Written by
Nicole Hoffman
Updated over a week ago
Monthly Payment Schedule
Creates an invoice per month up until the job date
Written by
Nicole Hoffman
Updated over a week ago
Custom Payment Schedule
Create your invoices with your own custom rules
Written by
Nicole Hoffman
Updated over a week ago
Closing a Lost Lead or Canceled Job
How to close a lost lead or a canceled job that was previously booked
Written by
Nicole Hoffman
Updated over a week ago
The Difference Between Completed and Closed Jobs
An explanation of when it's necessary to close a job or leave it in the completed stage
Written by
Nicole Hoffman
Updated over a week ago
Leads, Jobs, and Job Stages
Understanding what a lead is, what a job is, what the different stages of a job are and how to move between them manually or automatically.
Written by
Nicole Hoffman
Updated over a week ago
Táve Mobile Web App
Add the web app to your phone or tablet for access to nearly 100% of Táve’s features
Written by
Nicole Hoffman
Updated over a week ago
Adding New Fields to Your Contact Form
How to add additional fields to the Táve contact forms
Written by
Nicole Hoffman
Updated over a week ago
PCI Compliance Upgrade for PayJunction
Learn how to upgrade your integration to Hosted Payments Shop
Written by
Topher Villasimón
Updated over a week ago
Applying a Surcharge to Online Transactions
Can I pass credit card fees on to my clients?
Written by
Nicole Hoffman
Updated over a week ago
Supported Browsers - Outdated Browser Detected Error
Are you having issues using your account? An outdated browser may be to blame.
Written by
Dave
Updated over a week ago
System Status
Learn about Táve's infrastructure and dedication to system availability
Written by
Nicole Hoffman
Updated over a week ago
How to Check for Console Errors
Learn how to access the JavaScript console to check for errors
Written by
Nicole Hoffman
Updated over a week ago
Working with Time Zones
Account, event and user time zones
Written by
Nicole Hoffman
Updated over a week ago
Táve + Gmail F.A.Q.
Frequently asked questions about Gmail Integration
Written by
Nicole Hoffman
Updated over a week ago
Features of Gmail Integration
Learn about what makes using Gmail in Táve magic
Written by
Topher Villasimón
Updated over a week ago
How Emails Import from Gmail Using Google Integration
For messages that don't originate in Táve, we check to see if it's a known contact. Here's a flow chart to see how that works.
Written by
Nicole Hoffman
Updated over a week ago
Migrating Shoots from ShootQ to Táve
Written by
Topher Villasimón
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 Hoffman
Updated over a week ago
Switching to Táve from Other Systems
Help getting started when coming moving data from another studio management software to Táve
Written by
Nicole Hoffman
Updated over a week ago
Changing your Secure Domain
Written by
Nicole Hoffman
Updated over a week ago
Táve Calendar on Android
Subscribe to your Táve calendar on Android
Written by
Nicole Hoffman
Updated over a week ago
Organizing Your Account
What is a filter?
Learn about filters and how to use them to narrow down a list.
Written by
Nicole Hoffman
Updated over a week ago
How to Create a Contact Form
Learn how to use Táve's built in contact form to create new leads
Written by
Nicole Hoffman
Updated over a week ago
Foundations of Táve
Adding New Lead Statuses to the Sidebar
How to add a newly added lead status to the Leads sidebar reports
Written by
Nicole Hoffman
Updated over a week ago
Auto-Responding to New Leads
How to set up an automation to automatically respond to new leads, including when you're out of the office.
Written by
Nicole Hoffman
Updated over a week ago
Deleting a Lead or Job
Instructions for deleting a lead or job from your account
Written by
Nicole Hoffman
Updated over a week ago
How to Send a Táve Link Outside of Táve
Written by
Nicole Hoffman
Updated over a week ago
Financials
Invoice Reminders
How to set up automated invoice reminders using an automation
Written by
Nicole Hoffman
Updated over a week ago
Using Email in Táve
Inserting Attachments to Emails
How to include an attachment in an email by embedding it with the Insert File option
Written by
Nicole Hoffman
Updated over a week ago
How to Avoid Being Marked as Spam by Setting up SPF
Instructions for setting up an SPF record with your web host to avoid your outgoing emails from Táve being marked as spam by the recipient
Written by
Nicole Hoffman
Updated over a week ago
Reassign an Email to a Different Job
Learn how to reassign an email to a different job
Written by
Nicole Hoffman
Updated over a week ago
Sending Mass Emails to Account Contacts
How to export email addresses or send them to MailChimp for sending email newsletters and other updates to many recipients
Written by
Nicole Hoffman
Updated over a week ago
Contracts
Adding Fields to a Contract Template
How to allow clients to enter data into their contracts using a questionnaire template
Written by
Nicole Hoffman
Updated over a week ago
Can I Change or Amend a Contract in Táve?
Written by
Nicole Hoffman
Updated over a week ago
Privacy
General Data Protection Regulation
Learn about Europe's new GDPR privacy law
Written by
Topher Villasimón
Updated over a week ago
Tools to Help Táve Users with GDPR Compliance
Complying with the European GDPR Privacy Law
Written by
Topher Villasimón
Updated over a week ago