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What is needed to set up your account for the Trova Marketplace

Trova Marketplace

Updated over a month ago

Watch this helpful video below, or view the step-by-step guide

1. What is needed to set up your account for the Trova Marketplace

From setting up your Marketplace, to connecting video conferencing, and setting your working hours, please follow this guide with helpful links to different items necessary to get your Trova Marketplace up and running.

Introduction

2. Set up your Marketplace

To set up your Marketplace, click on the Marketplace section on the left-hand side. This will navigate you to your Marketplace Manager. Here you’ll see all the information you input during registration.

1- Set up your Marketplace

3. Once approved, see your profile on the Marketplace

If you haven’t already done so, click the link for added information on how to submit your Marketplace Profile for review. Once your Marketplace Profile is live, you’ll be able to see it by clicking See Profile. Make any edits or changes, then republish the page to see those updates take effect.

2- Once approved, see your profile on the Marketplace

4. 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

3- Set up your video conferencing option

5. Connect Microsoft Teams or Google Meet

Select either Microsoft Teams or Google Meet 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.

Connect Microsoft Teams or Google Meet

6. Set up your invoice templates

Set up your invoice templates. Click on the Billing section on the left-hand side.

4- Set up your invoice templates

7. Click on manage invoice

Next, click the Manage Invoice option.

Click on manage invoice

8. 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.

Select a template

9. Set up your working hours

Set your working hours. Click on the Calendar on the left-hand side of the platform.

5- Set up your working hours

10. Click "Edit availability"

Click the Edit Availability button to begin setting your working hours. By default, these hours are already set from 9am to 5pm.

Click 'Edit availability'

11. Set your working hours

Set your working hours. 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.

Set your working hours

12. Optional- add more services

You can add more services to your Marketplace by clicking on the Services section on the left-hand side.

6- Optional- add more services

13. Click "Add new service"

Click Add New Service to create a new service. Please see the linked option below for additional help on creating services.

Click '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!

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