clients

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 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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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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Client Contracts

January 10, 2009 New Feature

Visit the Settings section and you’ll see we’ve added a link to the blue Client Access module, called “Track agreements.” Click on the link to create contracts and amendments. Once you publish a contract for use, you can attach it to a job, mark it as signed, and print it from the job editor’s Financials [...]