FAQs and Troubleshooting

Answers to some of the most commonly asked questions.

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40 articles in this collection
Written by Nicole, Team, and Anthony

Right to be Forgotten

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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
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Written by Team
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
Updated over a week ago

Working with Time Zones

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

Building Questionnaires

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

Sending Contracts

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

Linking Questionnaire Field to Tokens

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

Sending Questionnaires

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

Are Online Contracts in Táve Legally Binding?

Insights into online contracting and how electronic signatures work
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Written by Nicole
Updated over a week ago

Creating Orders and Invoices

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

Revising Orders

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

Adding New Fields to Your Contact Form

How to add additional fields to the Táve contact forms
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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.
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Written by Team
Updated over a week ago

System Status

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