Skip to main content

What information do I need to provide when adding a service?

Adding a new service

When creating a service in Trova, you will see four tabs: General, Pricing, Invoice, and Notifications.

Some settings are required to create your service, while others are optional or depend on your subscription and location.


General

The General tab contains the main information about your service.

Service Name

Enter the name of your service. This is the name clients will see when viewing or booking the service.

Display Settings

Choose where you would like the service to be available:

  • Marketplace: Make the service available on your Marketplace profile.

  • Booking Page: Make the service available on your Practice Booking Page. This option is available to Professional subscribers.

Service Description

Add a description to help potential clients understand what the service offers and whether it meets their needs.

Life Stage

Select the life stage the service is intended for:

  • Child/Adolescent

  • Adult

  • Both

Service Mode

Choose how the service will be provided:

  • Virtual: The appointment will take place virtually.

  • In-person: The appointment will take place in person.

Duration

Enter the length of the session in minutes.

Color Code

Choose a color for the service to make it easier to identify appointments for this service on your Trova calendar.

Restrict Session Times

If you only offer this service on certain days or at certain times, you can restrict when clients are able to request it.

Buffer Time

Add time between appointments if you do not want clients to request back-to-back sessions.


Pricing

Use the Pricing tab to determine when the client is billed and how much the service costs.

Payment Timing

Choose when the client will be billed:

  • In Advance of Session: An invoice is sent to the client at the time of booking to be paid before the session.

  • At Session Completion: The client is billed after the appointment has taken place.

South Africa Professional subscribers: If you are integrated with our payment processor, a payment link will also be sent to the client when using In Advance of Session.

Currency and Amount

Select the Currency and enter the Price for the service.

The price will be displayed to potential clients when the service is visible on the Marketplace or your Practice Booking Page (Professional subscribers only).


Invoice (optional)

The Invoice tab allows you to save billing information for the service in advance.

Completing this tab is optional, but it can save time later by automatically filling in information when you create an invoice.

Procedure Code

Add the applicable procedure code for the service.

South Africa only: You can select a procedure code from the dropdown list. The associated service description will automatically populate when a code is selected.

For providers outside of South Africa, the procedure code can be entered manually.

Procedure/Service Description

Enter the description you would like associated with the service for billing purposes.

For South African providers, this information automatically populates when an applicable procedure code is selected.

Line Items

You can save up to 6 line items for the service.

Saving line items here allows them to automatically populate when billing for the service. You can still edit the line items before sending an invoice.

Click Save when finished.


Notifications (optional)

The Notifications tab allows Professional subscribers to customize the booking confirmation and reminder emails associated with the service.

Custom Emails

Customize the content clients receive in booking confirmation and reminder emails.

File Attachments

Add files that you would like included with client notifications.

Reschedule and Cancel Options

Choose whether clients can reschedule or cancel their appointment directly from the email.

Email Replies

Notification emails are sent from a no-reply email address. If you would like clients to contact you directly, include your email address in the customized message.

Click Save when finished.


What happens after I create the service?

Once you have completed the required information, click Create Service to save your service.

You can return to Services at any time to view or update your existing services.

If the service is set to display on the Marketplace, it will be available as part of your Marketplace profile.

If you are a Professional subscriber and the service is set to display on your Booking Page, it will be available through your Practice Booking Page.


Need additional help?

Visit the Trova Help Center for additional FAQs and step-by-step guides.

You can also use the chatbot directly within the Trova platform for quick assistance.

If you still need help, contact our support team at support@trova.health.

Did this answer your question?