From submitting your Marketplace profile for review, to viewing your live profile and accessing your appointment requests, this guide will assist you in how to get started setting up your account.
1. Submitting your Marketplace profile for review
To submit your Marketplace for review, click on Go to my profile or click My profile section on the left-hand side. This will navigate you to your your Marketplace profile. Here you’ll see all the information you input during registration. For information on what is required to submit your profile for review, see this FAQ I've registered, now what? Step-by-step guide (Marketplace + Basic subscribers) | Trova Help Center
2. Once your Marketplace profile is live
Once your Marketplace Profile is live, you’ll be able to see it by clicking Open public profile.
To make any edits or changes, click on Go to my profile or click My profile section on the left-hand side, then republish the page to see those updates take effect.
Once your profile is approved, you are able to start getting appointment requests!
Trova also offers many other features for FREE!
Send out virtual links, bill clients and save client notes all on Trova. See additional steps below on how to do that!
3. Set up your video conferencing option
Set up your video conferencing option. Click on your image icon at the top right-hand corner and select configuration.
Select either Microsoft Teams, Google Meet, or Zoom to connect Trova to your preferred video conferencing option. Click the link for additional help setting these up.
*Please note, you must have a Microsoft Teams business account to connect it to Trova.
4. Set up your invoice templates
Set up your invoice templates. Click on the Billing section on the left-hand side.
5. Click on manage invoice
Next, click the Manage Invoice option.
6. Select a template
Here, you’ll select a template for invoicing. See the link for additional information on how to set up an invoice template.
7. Set up your working hours
Set your working hours. Click on the Calendar on the left-hand side of the platform and then click Edit availability.
8. Update your working hours
Set your working hours. By default, these hours are already set from 9am to 5pm. Click on the helpful link with useful FAQs to assist you in setting up your working hours. These hours are what potential clients will see when requesting appointments with you.
9. Adding more services
You can add more services to your Marketplace by clicking on the Services section on the left-hand side and clicking Add new service.
This guide covered the necessary steps to configure your Trova Marketplace account — from managing invoices to setting up video conferencing. Please view our FAQs here for more information on the Marketplace.
You’re all set — here’s to a thriving Marketplace!