Step 2 - Customizing Your Táve Account

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26 articles in this collection
Written by Dave Shay and Nicole Hoffman

Creating Powerful Templates with Tokens

Understanding Tokens and how they help you create powerful templates for your business.
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Written by Dave Shay
Updated this week

Embedding a Táve Contact Form Into Your Website

How to embed your contact form into your website using iFrame
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Written by Nicole Hoffman
Updated over a week ago

Customizing Your Branding to Match Your Business 🎨

How to customize what your clients see when you send them something from Táve
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Written by Nicole Hoffman
Updated over a week ago

Job Types

Setup of your Táve account job types
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Written by Nicole Hoffman
Updated over a week ago

Job Roles

Setting up your available job roles for the contacts on your leads and jobs
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Written by Nicole Hoffman
Updated over a week ago

Event Types

Setting up your available event types to appear on your Táve job schedules and calendar
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Written by Nicole Hoffman
Updated over a week ago

Handling a Team of Employees in Táve

How to best track job assignments by team member and customize user preferences.
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Written by Nicole Hoffman
Updated over a week ago

Using Táve Contact Forms with SmugMug Sites

SmugMug doesn't support iFrames, so you'll do a direct link
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Written by Nicole Hoffman
Updated over a week ago

Setting up a Contact Form on WordPress

There are three options for getting your leads in Táve from your WordPress website
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Written by Nicole Hoffman
Updated over a week ago

Setting up a CNAME Alias for Your Custom Domain

Create a custom domain like clients.yourwebsite.com
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Written by Nicole Hoffman
Updated over a week ago

Email Setup

Setting up and using email in Táve
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Written by Nicole Hoffman
Updated over a week ago

Setting Up and Using an Email Signature

Creating and Using an Email Signature in Email Templates
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Written by Nicole Hoffman
Updated over a week ago

Email Templates (Quick Responses)

How to build and use email templates to send emails from Táve
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Written by Nicole Hoffman
Updated over a week ago

Google Email Integration

Integrating with a Google email account for sending and receiving emails in Táve
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Written by Nicole Hoffman
Updated over a week ago

Creating Calendar Feeds for Specific Job Types, Event Types or Event Attendees

How to set up your employees and other contacts with their own calendar feeds of events they need to know about
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Written by Nicole Hoffman
Updated over a week ago

Calendar Setup

Instructions for subscribing to your Táve calendar feed in other apps, and subscribing to outside calendars within Táve
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Written by Nicole Hoffman
Updated over a week ago

Adding Your Táve Contact Form to Squarespace

How to embed a Táve contact form into your Squarespace website.
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Written by Nicole Hoffman
Updated over a week ago

Táve Calendar in Google Calendar

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

Flo Form Contact Form Integration (Flo Themes)

Use Flo Themes to get new leads into Táve
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Written by Nicole Hoffman
Updated over a week ago

Using Gravity Forms

Use Gravity Forms on Wordpress to get new leads into Táve
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Written by Nicole Hoffman
Updated over a week ago

Apple Calendar (iCal) in Táve

Subscribe to an iCal calendar in Táve
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Written by Nicole Hoffman
Updated over a week ago

Using Contact Form 7

Use CF7 on Wordpress to get new leads into Táve
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Written by Nicole Hoffman
Updated over a week ago

Táve Calendar in Apple Calendar (iCal)

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

Google Calendar in Táve

Subscribe to a Google calendar in Táve
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Written by Nicole Hoffman
Updated this week

Táve Calendar on iPhone/iPad

Subscribe to your Táve calendar on an iOS device
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Written by Nicole Hoffman
Updated over a week ago

Email Deliverability and the Táve Mail Log

Tracking your client's email activity
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Written by Nicole Hoffman
Updated over a week ago