support.tave.com

Táve Support – Tutorials, Videos and More

We’re here to help grow your business! We strive to make your experience with Táve a great one. We hope you use this support site to not only get yourself up and running but to also get to know the team. We are, first and foremost, here for you. Let us know how we can help. Join us in the Facebook user group. An awesome community of Táve users ready to help each other out. We're always here to help so don't hesitate to reach out! Choose 'Message Us' from the Help Menu.

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Táve Support – Tutorials, Videos and More | support.tave.com Reviews

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We’re here to help grow your business! We strive to make your experience with Táve a great one. We hope you use this support site to not only get yourself up and running but to also get to know the team. We are, first and foremost, here for you. Let us know how we can help. Join us in the Facebook user group. An awesome community of Táve users ready to help each other out. We're always here to help so don't hesitate to reach out! Choose 'Message Us' from the Help Menu.

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2 teamtáve

3 webinars

4 blog

5 system status

6 learning starts here

7 getting started

8 leads

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Táve Support – Tutorials, Videos and More | support.tave.com Reviews

https://support.tave.com

We’re here to help grow your business! We strive to make your experience with Táve a great one. We hope you use this support site to not only get yourself up and running but to also get to know the team. We are, first and foremost, here for you. Let us know how we can help. Join us in the Facebook user group. An awesome community of Táve users ready to help each other out. We're always here to help so don't hesitate to reach out! Choose 'Message Us' from the Help Menu.

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support.tave.com

1

Reference – Táve Support

http://support.tave.com/documentation/reference

Accounting with Táve and Quickbooks. Business and Job Related Expenses. Sending a Meeting or Session Reminder. Sending a Quote, Questionnaire or Contract Through Automation. Sending an Invoice Reminder Through Automation. Triggering an Automation Upon Task Completion. Building a Brand Signature. Building Quick Response Templates. Create a Custom Bridal Show Contact Form. Creating Products and Packages. Customizing the Look & Feel of Client Access. Customizing Client Access in the Advanced Design Editor.

2

Workflow – Táve Support

http://support.tave.com/documentation/workflow

Workflows are one of most effective ways Táve can make your life easier and help keep you on track with what needs to be done in your business. We’ll cover some of the basics, including Tasks vs. Task Lists. Tasks to keep you on track. A good workflow is probably one of the most important things you can have in a business. Workflow is all the tasks that you complete throughout the process of taking your client from a new lead to a completed job. And those that are attached to deliverables. You can drag a...

3

System Status – Táve Support

http://support.tave.com/system-status

Our #1 Priority is system availability. We’ve worked hard to make sure that you have your data whenever you need it. Learn more about how we do it and get a system status check. Our standby site resides on a completely independent server system in Oregon. Should anything happen to the main Táve servers, the standby site serves as an always accessible read only version of the main production site. Use this info page to get a report on our current server status. We regularly have 99.9% uptime. We’re ...

4

Getting Started – Táve Support

http://support.tave.com/documentation/getting-started

Learn about the flow of jobs from start to finish. Download our setup checklist. Click on icon above. With these settings, we’re going to set up the foundation of the work you do in Táve. These settings help organize the type of work you do, the type of events you schedule, and the roles the people associated with those events will play. For more information about each one, click on their titles or icons for an in-depth article. Job Types are how you will categorize the different jobs you do in Táve.

5

Blog – Táve Support

http://support.tave.com/blog

New Feature Contact Relationships. You can now link contacts so that they are related and become even more connected! Linking contacts lets you have quick access to any related contacts when using any of the people dropdowns throughout the system. You can create the relationship from the job worksheet or directly on a contact’s Address Book profile. Once connected, any related contact will appear in the contact dropdown used in quotes, email, event attendees and more. Http:/ support.tave.com/wp-c...Http:...

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