jobs

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 [...]

2 comments Read the full article →

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 [...]

2 comments Read the full article →

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 [...]

1 comment Read the full article →

Job Filtering

December 21, 2008 New Feature

Among the many small changes we don’t list here was the addition of a “Mark as Lost” button to the Job Editor.   Using the button, you can select the reason the job was lost, such as being spam or the lead went stale.   A frequent question was, “How do I find lost or deleted jobs [...]

Read the full article →