Tips and Tricks

Some tips and tricks to give you ideas on how to get organized and make more!

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

Using the Client Portal

Instructions for inviting clients to their client portal
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Using Custom Tags to Label Your Address Book Contacts

Understanding Tags in Táve
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Import ShootProof Orders into Táve

Steps for setting up your ShootProof integration for automatic order importing
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

How to Link ShootProof Galleries to Táve Jobs

Easy and personalized access to your gallery data in Táve.
Topher Villasimón avatar
Written by Topher Villasimón
Updated over a week ago

Importing from ProSelect

How to import orders from ProSelect into your Táve account
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Refunding Payments

Learn how to record refunds for payments made by your clients.
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

RedCart Integration

Steps for integrating with your RedCart account for easy order importing
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Exporting Questionnaire Responses to CSV

How to export all responses to a particular questionnaire template to a CSV spreadsheet
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Automatically Remind Yourself to Follow Up with a Lead

How to set up a reminder to follow up with your leads using Lead Status
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Building Stronger Business Identity by Using Multiple Brands 💪

Why is multiple brand support important in a CRM?
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Setting Up Additional Brands

Setting up and customizing a second brand on your account.
Dave avatar
Written by Dave
Updated over a week ago

Complete List of Tokens

A list of available tokens, and the many types of tokens that exist in your account
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Tracking Referrals in Táve

Learn how to track referrals in Táve
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Sending Event Social Media Information to Yourself by Automation

How I use Táve to send myself Instagram content for each wedding I shoot by automation
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Setting Up a Recurring General Task by Automation

How to automate the addition of a recurring task in your General Tasks section
Nicole Hoffman avatar
Written by Nicole Hoffman
Updated over a week ago

Using Gmail Integration Without G Suite

Instructions for using Gmail Integration in Táve for free without using G Suite
Dave avatar
Written by Dave
Updated over a week ago