Tutorials

Deliverables & Tasks in 2.8.1

May 21, 2010 New Feature

Perhaps the most visible change in last week’s Táve 2.8.0 release, and even more so with yesterday’s release of 2.8.1, is the completely revamped Deliverables section of the job viewer. Prior to this release, we showed all tasks for a deliverable in two places in the job viewer; collapsed under each deliverable and also in [...]

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What if someone cancels after paying a retainer?

August 26, 2009 Tips

Unfortunately, sometimes our clients cancel our services after they have already paid a retainer towards a wedding, event, or session. Retainers tend to be non-refundable, so thankfully we’re not completely out the money for the date that we’ve blocked out! So, what happens in Táve when a client cancels the job? Let’s take a look [...]

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Adding venues and locations to a job

August 25, 2009 Tutorials

Sometimes we need to keep track of various locations when we book a job. You can add locations to any job, but let’s consider adding locations to a wedding. In this example, we have a rehearsal dinner, ceremony, and a day-after session at different locations. First, find the “Edit Profile” button at the top of [...]

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Adding a new lead in Táve

August 20, 2009 Tips

There are a few ways to create a new client or a new lead, but by far the fastest way to enter a lead into Táve is to use the yellow “New Lead” box on the Home Page. When you use the New Lead box, it will automatically create both the client and job entries [...]

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Workflow Tips & Tricks

August 5, 2009 Tips

When I talk to Táve users on the phone, one of the most important features that they want to learn about is setting up their workflow. They are surprised when they find out how easy it can be!   Our product editor is a cornerstone of the application and definitely worth digging into, especially with the [...]

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Client Access – Online booking, payment, and contracting!

February 16, 2009 New Feature

  That’s right, Client Access is live and ready for use.  You can now have your clients approve a quote, sign your contract, and pay online… and this is just the first set of Client Access features to be released, many more are coming soon. The best way to get started is to watch Karen [...]

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Overview of the Táve Studio Manager workflow

December 10, 2008 Tutorials

Táve Studio Manager is rather versatile, allowing you to use it in whatever way you find best for your needs.  This tutorial is meant to highlight the workflow that we design around. We’ll review some of the basic terminology used in Táve Studio Manager and then proceed through the process of entering a lead, adding [...]

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Just Released: Track your deliverables

September 17, 2008 Tutorials

When you book a quote, Táve Studio Manager not only creates the default work and tasks you created for your products, but now we add all the products that were ordered to a new “Deliverables” section on the job editor. This list helps you keep track of the status of individual products that the client [...]

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Tutorial: Automatically adding tasks and work to a job

July 18, 2008 Tutorials

Did you know that you can have the system automatically add tasks and work to a job when a client accepts a quote?   Use this under-utilized default work system to track more of your work while spending less time setting up the job. When you edit a product, look for the “Work to create when [...]

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Subscribing to your calendar with Mac’s iCal, Google Calendar, or Vista’s Windows Calendar

June 26, 2008 Tutorials

Táve Studio Manager lets you subscribe to your calendar, and in the future receive to-dos and reminders, with your favorite calendaring application.

In this tutorial, we’ll see how to publish a calendar and subscribe to it with Apple’s iCal, Microsoft’s Windows Calendar, and Google’s Calendar.

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