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.
If you’ve already added one parent as the main contact for a job, but you know their family will be attending the same event, you can quickly add them as attendees since they are connected via relationships.
One great use for contact relationships is creating employer/employee connections.
The example below uses Stanford University as the employer. Once Stanford is added to a job, I have quick access to email any of Stanford’s employees. Below is the people picker used when composing an email.
Address Book Column
If you’d like to quickly see related contacts in your Address Book, simply add the ‘Related Contacts’ column to your list and save your changes.
You can create new relationship types in Settings › Relationship Types. Each type has a gender neutral, masculine and feminine form. If you select a masculine or feminine form when setting a contact’s relationship, it also sets their gender.
As always, reach out to us at Support if you have any questions!
Introducing a whole new way to get set up in Táve.
Access the all new template gallery from the Help Menu!
Táve originally started as a tool for photographers. But as the product evolved, it became clear that it worked great as a business solution for many different industries. The question became how to set up an account for these other industries. Well, now we’re making it easier than ever with our template gallery. You can browse the template gallery and install industry basics, questionnaires, quotes, contracts, automations and more. These templates are a great starting point to help you learn Táve or add stuff to your account if you’re an existing user.
How It Works
It’s pretty simple. Just browse any of the pre-made content in the gallery. When you find something you want to install, click on it. You’ll get a list of all of the pieces that will be installed. Just click install. Magic ensues. If there is an item on your account (questionnaire, quote, contract, etc.) with the EXACT same name, we’ll just use that and mark the item as ‘Used Existing’. This prevents any of your current setups from being overwritten. You won’t however get the full install. So for example, if you have a contract named ‘Wedding Contract’ and you install a template with a quote of the same name, we’ll use the existing one. You won’t get the new contract. If you’re sure you want the template contract, then simply edit your original item to change the name or delete it then reinstall.
The template gallery does NOT remove any existing setup on your account, even the original defaults that came with your free trial. The template gallery does NOT have any effect on client data, jobs, etc., existing or otherwise.
To see what you’ve already installed and which user on your account installed it. Simply go to the history menu on the top right of the template gallery.
More To Come
We believe that this will be an extremely powerful tool to help new and existing users get the most out of their Táve account. We will be adding more content as we go, so if you’re looking for something in particular or you think of something that could be really helpful to someone else, let us know and we’ll build it for the template gallery. Just send us a message from the Help menu with your ideas.
Valid November 25-28 only, enjoy up to 60% off Táve by prepaying for your subscription during the Black Friday / Cyber Monday sale.
Once again, we’re upping the discount you’ll receive when prepaying for an annual license on your Táve account. This weekend only, prepay for your account to get even more savings off.
To take advantage of the sale, simply to go Settings › Manage Subscription.
Some of our favorite industry partners are having sales too!
Check ’em out!
Use this link and then enter the promo code 100SALE.
Beautiful galleries, invoices, digital contracts, integrated lab fulfillment, mobile apps, and more — all without any commission fees. Focus on what matters most, and let ShootProof take care of the rest! New customers save 40% on yearly plans, and current subscribers get 40% off upgrades through Monday.
With your schedule chock full of weddings, thinking about the holidays (let alone, holiday portrait sessions) may be the last thing on your mind (holiday season is months away, right?). Between constant shoots and fulfilling client orders, adding another project to your plate might not be on your agenda.
What if we told you we have a solution for a way that you can plan and organize holiday portrait sessions, without doing much at all… a way to streamline this entire planning process and all you had to do was press “send” on the emails…
Do you remember our 49 Email Templates we shared with you? Now, we have the perfect set of templates dedicated to holiday sessions that take the guesswork out of the entire process! Our templates, created in conjunction with ShootDotEdit and France Photographers, help:
- Make client communication a breeze with a streamlined process
- Announce, book, and deliver holiday sessions with minimal effort
- Provide additional income for your business during the off-season
These go hand-in-hand with Táve’s Quick Responses. Just go to Settings › Quick Responses and copy over these new templates to use right away!
Not yet a Táve user? Want to check out Táve to see how it can change your business? Use the following coupon code at the time of registering for your new trial just for ShootDotEdit users to get 20% off your month-to-month subscription for the first year*: SHOOTDOTEDIT20
*New users only
We’re really excited to announce a new option for processing payments through Táve Client Access.
You can now integrate directly with Square’s new payment gateway. Much like Stripe or Braintree, Square’s integration allows your clients to pay by credit card and have the transaction process and get recorded automatically. In order to integrate, you’ll need a Square account.
Check out this video for easy setup instructions: