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FAQs and Troubleshooting
FAQs and Troubleshooting
Answers to some of the most commonly asked questions.
40 articles in this collection
Written by
Nicole,
Team,
and
Anthony
Right to be Forgotten
Written by
Anthony
Updated over a week ago
Using reCAPTCHA to Prevent Spam Leads
How Táve prevents spam leads with built in reCAPTCHA by Google
Written by
Team
Updated over a week ago
Contact Merge
How to merge two duplicate contacts together in your Address Book
Written by
Nicole
Updated over a week ago
Working with Time Zones
Account, event and user time zones
Written by
Nicole
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
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
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
Updated over a week ago
Building Questionnaires
Learn all about creating and sending questionnaires
Written by
Nicole
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
Updated over a week ago
Sending Contracts
Learn how to send contracts to your clients
Written by
Team
Updated over a week ago
Linking Questionnaire Field to Tokens
Collect usable data directly from your clients via questionnaires and tokens
Written by
Nicole
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
Updated over a week ago
Sending Questionnaires
Learn how to send questionnaires to your clients
Written by
Nicole
Updated over a week ago
Are Online Contracts in Táve Legally Binding?
Insights into online contracting and how electronic signatures work
Written by
Nicole
Updated over a week ago
Creating Orders and Invoices
Learn how to create an order and send an invoice
Written by
Nicole
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
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
Updated over a week ago
Revising Orders
Make adjustments to the products and services your client orders
Written by
Nicole
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
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
Updated over a week ago
Creating an Advanced Quote
Creating advanced quote templates to get your clients booked
Written by
Nicole
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
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
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
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
Team
Updated over a week ago
System Status
Learn about Táve's infrastructure and dedication to system availability
Written by
Nicole
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
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
Updated over a week ago
Foundations of Táve
Deleting a Lead or Job
Instructions for deleting a lead or job from your account
Written by
Nicole
Updated over a week ago
How to Send a Táve Link Outside of Táve
Written by
Nicole
Updated over a week ago
Financials
Invoice Reminders
How to set up automated invoice reminders using an automation
Written by
Nicole
Updated over a week ago
Using Email in Táve
Táve + Gmail F.A.Q.
Frequently asked questions about Gmail Integration
Written by
Nicole
Updated over a week ago
Inserting Attachments to Emails
How to include an attachment in an email by embedding it with the Insert File option
Written by
Nicole
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
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
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
Updated over a week ago
Amending or Changing a Contract
Need to update some information, add some detail or change a contract? Here's how.
Written by
Nicole
Updated over a week ago
Force Majeure and Safe Environment Clause
Sample Force Majeure and Safe Environment Clause to add to your event contract templates.
Written by
Nicole
Updated over a week ago
Privacy
General Data Protection Regulation
Learn about Europe's new GDPR privacy law
Written by
Team
Updated over a week ago
Tools to Help Táve Users with GDPR Compliance
Complying with the European GDPR Privacy Law
Written by
Team
Updated over a week ago