Táve Tutorials

Video Screencasts on our HD YouTube Channel
(go full-screen with 720p HD when watching a video for the best viewing quality)

  1. Táve 2 Walkthrough: Part 1, Part 2, and Part 3. This series of screencasts follow the general path of Karen’s one-on-one phone walkthroughs, starting with an overview of the homepage and creating a lead, looking at the features available through the job profile, and (in Part 3) reviewing some common product configuration options and important application settings.
  2. Creating unavailable time on your calendar
  3. Adding vendors and venues to a job Karen also covers advanced vendor settings, such as additional contacts, uploaded files, and internal notes.
  4. Client Access Setup Karen walks through the Client Access workflow and goes through setting up your Client Access website step by step. (this extensive video is not a part of our HD YouTube Channel)

Tutorials on our Blog

  1. Quickly add new leads Tips for when you’re talking with a prospect.
  2. Add Venues/Locations to a job
  3. Workflow tips and tricks Taking advantage of the product-based workflow.
  4. Overview of the Táve workflow Discussion on how the Táve development team uses the system.
  5. Subscribing to your calendar How to subscribe to your Táve calendar from various calendar applications.
  6. What if somebody cancels after paying their retainer?

Have an idea for a tutorial?

Please let us know!

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