We're so excited for you to get started with your new Táve 3.0 account! Whether you're an existing user moving from T2 to T3, or a brand-new Táve user, take a look at this list to ensure that you have your account set up the right way.

Even if you're an existing user, it's a good idea to go through the settings to see what's changed, is new, or if there's anything you forgot to set up the first time around.

STUDIO SETUP: Everything in the Studio Setup section must be configured. The first four, Studio, Employees, Calendars, and Taxes, are fairly self explanatory.

Products: This section is divided into Packages and Products. YOU MUST SET UP YOUR PRODUCTS BEFORE CREATING A PACKAGE. We allow you to input your COGS so you can see how much profit you make for each product that you sell. Yes, your standard package may be $3000 and include 6 hours, a disc, and an album -- but we don't want you to input a package for $3000. We want you to know that you charge $200 per hour, sell an album for $1500, and a disc for $750, and are giving the client a $450 discount for booking it all as a package deal.

Here is an example of a package:

Workflow: This is where you will input the tasks that you want to be created for each job you book. Here is an example of a Portrait Workflow.

Lists: these are configurable items unique to your studio, such as types of jobs you offer, subject roles, etc.

Custom Fields: These are items that can be used as fields the clients will fill out on your contact form or when you edit their client information. We include basic information on your contact form (name, email, phone, subject, date, message), but for items such as "What is your anticipated budget?" or "How did you find my website?" or "Where would you like to photograph your session?" you may want to set up a custom field. You can see a working example on the Karen Lisa Artistic Photography contact form (but please don't fill it out and send it unless you want to book me for a shoot or wedding!!) :)

Miscellaneous: other settings you can choose to enable, such as job or client numbers. Also, if you want to make sure that your line item pricing and package discount is hidden from the client's view, make sure to leave "Show package discounts and item amounts outside the quote editor" UNCHECKED.

CLIENT INTERACTION: This section sets up how your clients communicate with you, by seeing your brand integrated into your Tave-generated pages, your contact forms, questionnaires, and more.

Brands: This is a pretty self-explanatory page. It lets you set up your colors and graphics so you can match your home page and other branding. Please read this tutorial on how to set up a CNAME record so your page can be further customized so clients see "clients.yourdomain.com" when they contact you. IMPORTANT: If you are a non-technical person, and do not want to deal with setting up a CNAME on your host, simply setup a Secure Domain with tave, so your clients will see yourname.tave.com and not 7i32eee98.tave.com (or something similar) when they communicate with your T3 pages. You only need to input the secure domain name you want, and save the page. No need to play programmer!

Questionnaires: Also self-explanatory. We give you the option to make unlimited custom forms for your clients to fill out. Please read the tutorial on creating and using Questionnaires.

Contact Forms: Configure and organize the fields in your contact form. If you have any Custom Fields set up, you can choose to show them in the contact form if desired. Also add a message for us to show your clients after they fill out the form, if you want.

Contracts: Here you will add and configure your contracts and amendments for your clients to sign electronically. A contract is the agreement or model release you have your client sign, and an amendment is a change to a contract - such as if your client requires an Non Disclosure Agreement or anything similar.

One tip - if you are copying a contract from Microsoft Word (or any other rich text editor), you should copy and paste the text into textedit, notepad, or any other plain text editor and use the menu to find the option to "remove formatting" or "make plain text" as some editors can mess up the rich text when copied and pasted in. You can use placeholders to add things like the job date, the total amount of the booked order, and more.

Payment Options: Your clients may either choose to pay with an offline payment, or online using Paypal, Google Checkout, or your authorize.net-based credit card processor. We plan to add additional payment options in the future.

Quick Responses: Configure the emails that are sent from your Táve account. You can check out the tutorial if you get stuck.

DATA MANAGEMENT: In this section you can view your file library, import/export .csv files, or get information about our New Lead API.

LICENSE: Get information about your subscription to Táve, select a different service plan, or change your payment method.