01
Describe your business
Create the workspace, select the business type and establish the owner-controlled profile.
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How it works
Begin with your business - not with a complicated software implementation.
TRIVIQE starts by understanding the type of business, the people it serves and the capabilities it needs now. The workspace can then expand without rebuilding its operational foundation.
A practical path
Foundation → configuration → connection → operation → evolution
The sequence keeps setup understandable while preserving room for industry records, additional modules and future intelligence.
Two connected journeys
The owner delivers the service. The client stays informed.
Each side works in its own context while invitations, schedules and payment activity connect the relationship.
Owner journey
01
Create the business workspace
Set up the business profile and choose currently available capabilities.
02
Connect customers and team
Invite people into permission-aware relationships.
03
Schedule and deliver
Manage appointments, academy sessions and daily responsibilities.
04
Request and track payment
Create payment activity and keep collection status visible.
Client journey
01
Accept an invitation
Review the business invitation and choose whether to connect.
02
See the schedule
View relevant appointments, enrolments and upcoming commitments.
03
Pay a request
Review the request and use a payment option configured by the business.
04
Track personal progress
Use goals, routines and personal scheduling; service progress appears where the workflow supports it.
The workspace journey
Five stages from setup to connected operation.
Exact screens and available capabilities depend on the selected business type, plan, add-ons and current product release.
Foundation
02
Choose the right starting capability
Select a plan and eligible add-ons based on what the operation needs today, without duplicate charging or unnecessary upgrades.
03
Connect people and records
Invite team members and clients, then organise the relationships, schedules, programs, payments or industry records involved in the work.
04
Run the next action with visibility
Use the available workspace, dashboards and notifications to coordinate work and see what requires attention.
05
Expand as the business learns
Add eligible modules, team capacity and branded experiences as needs grow. Planned intelligence follows reliable data and workflows.
One connected experience
The result serves every side of the relationship.
For the owner
A clearer view of relationships, operations, money and what needs attention next.
For the team
Shared records, responsibilities and context instead of knowledge trapped with individuals.
For the client
A connected personal experience for invitations, schedules, goals, progress and payment activity where available.
Start with what your business needs today.
Create the foundation first, then expand the connected workspace as your operation grows.