FAQs and Troubleshooting

Answers to some of the most commonly asked questions

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71 articles in this collection
Written by Nicole Hoffman, Topher Villasimón, and Dave

How to Update Your Credit Card

Updating your credit card for your subscription
Dave avatar
Written by Dave
Updated over a week ago

Filters for your Address Book

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Written by Nicole Hoffman
Updated over a week ago

Adjusting Visible Columns

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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.
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Custom Lists and Filters Overview Video

Learn about Táve's powerful filter and lists.
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Written by Nicole Hoffman
Updated over a week ago

Contact Merge

How to merge two duplicate contacts together in your Address Book
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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.
Nicole Hoffman avatar
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.
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Written by Nicole Hoffman
Updated over a week ago

Filters for your Leads List

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Written by Nicole Hoffman
Updated over a week ago

Building Questionnaires

Learn all about creating and sending questionnaires
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Written by Nicole Hoffman
Updated over a week ago

Filters for your Jobs List

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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.
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Written by Nicole Hoffman
Updated over a week ago

Filters for your Quotes, Orders & Invoices Lists

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Written by Nicole Hoffman
Updated over a week ago

Reordering Custom Reports in Your Sidebar

Rearrange the Custom Reports you've created
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Written by Nicole Hoffman
Updated over a week ago

Exporting Your Lists

Create instant spreadsheets
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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 based on your rules.
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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.
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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
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Sending Contracts

Learn how to send contracts to your clients
Dave avatar
Written by Dave
Updated over a week ago

Linking Questionnaire Field to Tokens

Collect usable data directly from your clients via questionnaires and tokens
Nicole Hoffman avatar
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
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Sending Questionnaires

Learn how to send questionnaires to your clients
Nicole Hoffman avatar
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
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Creating Orders and Invoices

Learn how to create an order and send an invoice
Nicole Hoffman avatar
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
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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.
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Written by Nicole Hoffman
Updated over a week ago

Revising Orders

Make adjustments to the products and services your client orders
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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
Nicole Hoffman avatar
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.
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Creating an Advanced Quote

Creating advanced quote templates to get your clients booked
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Written by Nicole Hoffman
Updated over a week ago

Payments & Expenses

Track Revenue and expenses for your business
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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
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Written by Nicole Hoffman
Updated over a week ago

One Time Payment Schedule

Create one invoice due immediately
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Written by Nicole Hoffman
Updated over a week ago

Creating Products Inside of Your Táve Account

Creating the products and services that you offer to your clients.
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Written by Nicole Hoffman
Updated over a week ago

Payment Schedule Split into Multiple Payments

Evenly spread out your invoice up until job date
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Written by Nicole Hoffman
Updated over a week ago

Monthly Payment Schedule

Creates an invoice per month up until the job date
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Written by Nicole Hoffman
Updated over a week ago

Custom Payment Schedule

Create your invoices with your own custom rules
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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
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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
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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.
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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
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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
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

PCI Compliance Upgrade for PayJunction

Learn how to upgrade your integration to Hosted Payments Shop
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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?
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated this week

Supported Browsers - Outdated Browser Detected Error

Are you having issues using your account? An outdated browser may be to blame.
Dave avatar
Written by Dave
Updated over a week ago

System Status

Learn about Táve's infrastructure and dedication to system availability
Nicole Hoffman avatar
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
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Written by Nicole Hoffman
Updated over a week ago

Working with Time Zones

Account, event and user time zones
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Written by Nicole Hoffman
Updated over a week ago

Táve + Gmail F.A.Q.

Frequently asked questions about Gmail Integration
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Features of Gmail Integration

Learn about what makes using Gmail in Táve magic
Topher Villasimón avatar
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.
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Migrating Shoots from ShootQ to Táve

Topher Villasimón avatar
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
Nicole Hoffman avatar
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
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Written by Nicole Hoffman
Updated over a week ago

Changing your Secure Domain

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Written by Nicole Hoffman
Updated over a week ago

Táve Calendar on Android

Subscribe to your Táve calendar on Android
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Written by Nicole Hoffman
Updated over a week ago