Video Screencasts on our HD YouTube Channel
(go full-screen with 720p HD when watching a video for the best viewing quality)
- 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.
- Creating unavailable time on your calendar
- Adding vendors and venues to a job Karen also covers advanced vendor settings, such as additional contacts, uploaded files, and internal notes.
- 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
- Quickly add new leads Tips for when you’re talking with a prospect.
- Add Venues/Locations to a job
- Workflow tips and tricks Taking advantage of the product-based workflow.
- Overview of the Táve workflow Discussion on how the Táve development team uses the system.
- Subscribing to your calendar How to subscribe to your Táve calendar from various calendar applications.
- What if somebody cancels after paying their retainer?




