Latest Updates: integrations RSS

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  Accept payments with your Authorize.net merchant account

  By Adrian Ziemkowski 1:43 pm on April 1, 2009 | 1 Permalink
  Tags: client access (5), financial (5), integrations

  Another feature straight out of our industry’s only Idea Bank—you can now use your Authorize.net merchant account to accept payments from your clients inside Táve Studio Manager’s Client Access system without having to send your clients to PayPal, Google Checkout, or your PickPic.

  Digital Wedding Forum members, you can use your members-only DWF Credit Card Processing solution, as it includes an Authorize.net account. 

  To set it up, just head on over to Settings and look for the payments link.  Once you enable Authorize.net, it’ll ask for a few pieces of information from your Authorize.net account.  As always with new Client Access features, we suggest creating a test client and booking it online (perhaps with a $1 payment) to get a feel for what your clients will see.  You’ll be able to preview client access behavior in our next release.

  Recently Released

  While most of our work is going into our big mid-April release, with some huge new features and great usability improvements, we’ve managed to release a few other little bits since last week’s post:

  • Email Reminders. Just set a date and time and we’ll send you a reminder by email.
  • Get rid of your sample data. There’s always the “Delete Sample Data” link on the left, but if you’re ready to get started and you want a clean slate, including all the stuff you created during the trial, you can use the “purge account” tool in Settings, with the new “Re-create sample data” option unchecked. This tool is like formatting your hard drive; once you do it the data will never come back even if you’re browsing deleted data.
  • Extend your trial. If you have less than a week left on your trial, or it’s already expired, and you’re not quite sold yet, just head on over to the “purge account” tool. Whenever it runs, we now make sure you have at least a week left on your trial, extending it if needed. And then why don’t you give us a call at 800-560-TAVE or Skype-to-Skype user TaveStudio and we’ll walk you through the system and answer any questions you have.
  • An updated look! Okay, it’s not that big of deal, but we think that it makes the application a lot less drab and easier to follow.
   

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• 

  QuickBooks Exporting

  By Adrian Ziemkowski 10:39 pm on March 24, 2009 | 1 Permalink
  Tags: financial (5), integrations

  

  You joined the revolution and told us you wanted integration with Intuit QuickBooks® in the photography industry’s only Idea Bank:

  

  So without further ado, we’re pleased to announce the immediate availability of QuickBooks® export.   Just head on over to the Settings section and you’ll find it in the data management section with our other export tools.

  

  Click for larger preview

  We believe it’s your data and we’re just providing better ways to make use of it, so you can look forward to even more import and export options in the future.

   
• 

  Recent updates and a new blog

  By Adrian Ziemkowski 6:44 pm on March 22, 2009 | 1 Permalink
  Tags: integrations, quotes

  Welcome to our new blog!

  The blog’s design is inspired by our upcoming website refresh and merges our old blog with the “New Features” blog that was previously only available inside Táve Studio Manager.  Users will notice that the old “New Features” tab inside the application has been replaced with a “News & Updates” tab that will highlight any time this blog is updated.   If you still want to be the first to know about new features, visit the Idea Bank and edit your email preferences.

  We’re so excited about the new website’s testimonials page that we just couldn’t wait for it to be released, so we made it part of the blog! Check out what our users are saying about us!

  Recent Updates

  We’re keeping busy with some pretty substantial improvements to the application but haven’t let that stop us from publishing a number of useful updates in the past week or so:

  • Drag & Drop in Quotes.  You’ve been asking for it for a while now and we delivered.   You can now rearrange the items in a quote  by simply dragging and dropping the items.  Just look for the grips on the left of the quote, click when your cursor changes, and move it around.
  • Availability Calendar.  We’ve improved the usefulness of the availability calendar by having separate colors for meetings and sessions.
  • Getting more from Idea Bank.  You can now change your email preferences inside the Idea Bank to hear about any new idea that get suggested or to hear when any idea is commented on or released.  By default you’ll hear about ideas you’ve voted in favor of.   We also added “Coming Soon” and “Started” tags so you can get even more insight into what we’re doing.  Just visit Idea Bank and click on the “Coming Soon” list to see them all.  Note that we only tag ideas submitted by users (so what are you waiting for?  If there’s something you want, let us know!), our actual project plan may contain other features not listed in Idea Bank.
  • Google Analytics integration.  We’ve always supported Google Analytics but you had to add the tracking code to your themes manually before we’d take advantage of it.   The theme editor now has a field to enter in the website ID to use and does the rest for you without requiring you to use the advanced HTML editor.
  • Fixes and little things.  The time dropdown now defaults to the middle of the list at noon, so you don’t have to scroll through the wee early hours to set a time in the evening.  IE users can now use Client Access systems that have been embedded with an IFRAME.  The client’s email address was added to the quick search results.  Transaction ID and Check Number have been added to the payment editor.

  All that and we’re still making steady progress on a complete rework of the client editor, implementing custom fields, adding Authorize.net integration, and working on the other items tagged as “Started” in the Idea Bank.   It’s hard to stop when you love what you’re doing!

   
• 

  Client Access payment updates

  By Adrian Ziemkowski 1:41 pm on February 27, 2009 | 2 comments Permalink
  Tags: client access (5), financial (5), integrations

  IMPROVED: PayPal Website Payments Basic.  When using the PayPal payment gateway, your clients’ payments will automatically appear inside Táve Studio Manager so you’ll no longer have to manually enter the payments.
  
  NEW: PickPic payments.  You can now process payments through your PickPic system.  When enabled here, users will be sent to your PickPic cart with the amount already added to their cart.   You’ll then be able to process the payment as you normally would inside PickPic.  These payments will not automatically appear inside Táve Studio Manager, so you will have to log the payments manually.
  
  NEW: Google Checkout.  Basic Google Checkout support has been added and can be enabled here.  Once the “integrated cart” feature is completed, payments will automatically appear inside Táve Studio Manager.  Until that time, you’ll need to manually add the payments. 

  While several users have voted for Google Checkout support in Idea Bank, there has been some debate in our users-only forum about using Google Checkout because of potential issues with their seller policies.  Also, if you wish to only accept the retainer through Client Access, you’ll find a new setting for that in the page editor.