Job Types are how you will categorize the different jobs you do in Táve.
Types might include: Wedding, Family, Seniors, or Corporate
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.
Your trial account comes pre-populated with a list of each of these. Feel free to change them as you see fit. It’s good to go through them and adjust them so that they better reflect your business and the type of work you do.
For more information about each one, click on their titles or icons for an in-depth article.
Add the web app to your phone or tablet for access to nearly 100% of Táve’s features.
Táve’s interface is completely mobile responsive, which means the application adjusts to the size of the device you’re using.
Simply open the browser on your phone or tablet and type in ‘http://tave.com/app’. You’ll be prompted to save it to your home screen for easy access.
Nearly 100% of Táve’s functionality is available through the web app so you can still get things done on the go.
Importing your address book contacts is as simple as organizing the data under the proper column headers. Táve uses these headers to plug the data into their corresponding fields in the system. It is important that ALL required column headers be in the CSV file that you’re trying to import, however, they don’t need to have data. For example, there must be a column with the header ‘Primary Address’ even if none of your contacts have an address that you’re importing. We’ve provided a spreadsheet template with the required headers to help get you started.
Because studio management systems are quite different from each other, there is no real easy way to get all of your previous data into Táve. We’ve had users do one of the following when transitioning:
a) Manually enter EVERYTHING (maybe even hire a data entry person to do this)
b) Finish out the current bookings in your current management system and do only new clients in Táve (use whatever backups that system provides as references if you need them in the future)
c) Only manually add the current bookings in Táve and use the backups for any completed jobs. Book new clients in Táve going forward.
Táve supports a number of different methods of payment for your clients. Choose a payment gateway, set it up, and collect payment from your clients through proposals and orders in no time.