Customizing Your Táve Account

• Lead Tracking with Lead Status
• Creating Powerful Templates with Tokens
• Job Types
• Job Roles
• Event Types
• Lead Sources

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• HTML Content Security Policy
• Building Your Brand Using Táve
• Customizing Your Brand to Match Your Business
• Building Stronger Business Identity by Using Multiple Brands
• Setting Up Additional Brands
• Setting Up a Custom Domain

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• Email Templates
• Setting Up and Using an Email Signature
• Email Setup
• Gmail Integration
• Features of Gmail Integration
• How Emails Import from Google Using Gmail Integration

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• Calendar Setup
• Creating Calendar Feeds for Specific Job Types, Event Types or Event Attendees
• Google Calendar Integration
• Táve Calendar on iPhone/iPad
• Táve Calendar in Apple Calendar (iCal)
• Táve Calendar on Android

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• What's a Payment Schedule?
• One Time Payment Schedules
• Monthly Payment Schedules
• Payment Schedules Split Into Multiple Payments
• Custom Payment Schedules
• Payment Gateways for Online Payments

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• Custom Lists and Filters Overview Video
• What is a Filter?
• Adjusting Visible Columns
• Creating New Custom Sidebar Lists
• Filters for Your Calendar Agenda
• Filters for Your Leads

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