Studio/Client management web program

thegaffney

Senior Member
I just want to write a bit about the various online web apps that manage schedules, clients, jobs and what not. Recently Ive tried a few of them, and right now I'm sticking with Tave, I find it to work the best, and have the right amount of features for what I do (weddings and family photos).

I use Tave to manage my schedules, jobs, to-do lists, emails, questionnaires, contracts (with online signing), invoices, payments etc. its pretty great. The calendar can be imported/exported to google calendar, your Mac calendar, etc. You have multiple companies to choose from to receive payments from. You can fully customize the look of the invoices, questionnaires and contracts to look just like your existing website.

https://tave.com/join/gaffney-photography
(If you use this link, you will get 60 days free instead of the normal 30)

Before Tave, I tried 17 hats and pixifi. 17 hats was my first experience with anything like this, I saw an ad on Facebook for it and tried it out. It does some odd things the first few days using it, like if you add an invoice, and a payment to that invoice, and then you delete the payment because it was a mistake, it does not delete it from the invoice, only from the "accounting" area. Their support staff (rudely by the way) told me that that is the way it should work, and to fix it, I would need to add a negative payment. Which doesn't make since that would make your invoice "correct" but the accounting side would be negative (since it let you delete the positive payment). ANYWAYS, you also can't customize the emails and templates to your own branding as much as you can with Tave.

Another big thing is that Tave is fairly mobile friendly, 17hats does not currently work well on a cell phone at all

Also there was Pixifi, I only tried it out to the point of setting it up, but I lost interest since Tave was much easier to do, and to understand afterwards. The interface seems nicer in Tave too.

So maybe this will help someone else with their business management, I actually had to do quite a bit of searching to find Tave, they didn't seem to show up using the search terms I was looking for at first, but Im glad I found them now.
 
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RocketCowboy

Senior Member
Any of the ones you've worked with integrate with WordPress? Thinking having an online system that helps prospective clients book availability could be a good thing. Could backfire too ... just toying with the idea.
 

thegaffney

Senior Member
Tave has a contact form API, so you could put a form on your wordpress site, and when they fill it out, it automatically enters a "lead" into Tave. Then when that lead turns into a job, it will add it to your calendar. Also your you can put your calendar with your free/busy dates only on your website, and that would also be linked to Tave. So clients will know when you are available based on your already booked jobs
 

RocketCowboy

Senior Member
Tave has a contact form API, so you could put a form on your wordpress site, and when they fill it out, it automatically enters a "lead" into Tave. Then when that lead turns into a job, it will add it to your calendar. Also your you can put your calendar with your free/busy dates only on your website, and that would also be linked to Tave. So clients will know when you are available based on your already booked jobs

Cool, thanks!
 

kevy73

Senior Member
I trialled Tave and it seems pretty good. The big downside for me here in Australia is the price. The exchange rate makes it close to $50AUD / month which is just too expensive sadly.

There is an Aussie upstart system called Studio Ninja that is hoping to have a beta version in October. I have jumped aboard that ship and have high hopes for it.

If it doesn't work out. I will most likely jump back on board with Tave... ouch.
 

RocketCowboy

Senior Member
Resurrecting this thread temporarily...

Both Tave and 17hats have Black Friday sale prices either today or this weekend. I don't think it completely addresses Kevin's exchange rate issue, but does help a bit. I've got eval logins for both right now to review.


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