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.

Home Page

Here's a quick rundown of the home page, what you'll see each time you log in.

QUICK ENTRY MODULE: The T3 home page is designed so everything you need to see is readily available to you. The Quick Entry module allows you to do a few different things, but you'll typically use it for entering in new leads.  When entering a new lead, make sure you have at least one item in the "Schedule" at the bottom, so that this new lead shows up Tentative on your calendar (and then will show up as booked when the client has booked you).

RIGHT NOW: This module shows you what you have going on - if there are any new leads, if an invoice is past due, if you need to sign a contract, and more. This is pretty self explanatory.

AGENDA: This is a calendar view, agenda-style, which shows you what is going on, from sessions, to birthdays, to unavailable times you've inputted into our system.

AVAILABILITY CALENDAR: Use our color code key to quickly find out if you're free on any given day. Coming soon: HUDs (mouse-overs) which will give a quick view of each event!

OPEN INVOICES: Here you'll see any invoices you're waiting for a client to pay - even the past due ones, so you can stay on top of them!

WORKFLOW & TASKS: See what's next on your to-do list.