FAQs and Troubleshooting

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

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

Contact Merge

How to merge two duplicate contacts together in your Address Book

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

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
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 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
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

Payments & Expenses

Track Revenue and expenses for your business

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

Creating Products in Your Táve Account

Creating the products and services that you offer to your clients.

Written by Nicole
Updated over a week ago

One Time Payment Schedule

Create one invoice due immediately

Written by Nicole
Updated over a week ago

Payment Schedule Split into Multiple Payments

Evenly spread out your invoice up until job date

Written by Nicole
Updated over a week ago

Monthly Payment Schedule

Creates an invoice per month up until the job date

Written by Nicole
Updated over a week ago

Custom Payment Schedule

Create your invoices with your own custom rules

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

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

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

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
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
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

Working with Time Zones

Account, event and user time zones

Written by Nicole
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
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

Changing your Secure Domain

Written by Nicole
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
Updated over a week ago

Custom Lists and Filters Overview Video

Learn about Táve's powerful filters and custom sidebar lists.

Written by Nicole
Updated over a week ago

What is a filter?

Learn about filters and how to use them to narrow down a list.

Written by Nicole
Updated over a week ago

Adjusting Visible Columns

Written by Nicole
Updated over a week ago

Adding Columns to Your Searches

Learn about advanced columns that you can add to your lists.

Written by Nicole
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
Updated over a week ago

Filters for your Leads List

Written by Nicole
Updated over a week ago

Adding New Lead Statuses to the Sidebar

How to add a newly added lead status to the Leads sidebar reports

Written by Nicole
Updated over a week ago

Filters for your Jobs List

Written by Nicole
Updated over a week ago

Filters for your Quotes, Orders & Invoices Lists

Written by Nicole
Updated over a week ago

Filters for your Address Book

Written by Nicole
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
Updated over a week ago

Adding Custom Reports to Your Dashboard

Learn how to add quick links to important sidebar lists on your dashboard using a tile in the Right Now widget.

Written by Nicole
Updated over a week ago

Reordering Custom Reports in Your Sidebar

Rearrange the Custom Reports you've created

Written by Nicole
Updated over a week ago

Exporting Your Lists

Create instant spreadsheets

Written by Nicole
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
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
Updated over a week ago

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

Invoice Reminders

How to set up automated invoice reminders using an automation

Written by Nicole
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
Updated over a week ago

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

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
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

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

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