Question 1

What is Tregovia?

Accepted Answer

Tregovia is software and operations platform for service businesses. It combines client management, appointments, online booking, billing and invoices, estimates, a client portal, reports, and SMS in one workspace, with add-on modules for sales pipeline, e-signature, task tracking, accounting, and more as your business needs them.

Question 2

What tools can Tregovia replace?

Accepted Answer

Tregovia is designed to reduce the number of separate subscriptions a service business runs: a standalone CRM or spreadsheet, a booking or scheduling app, a reminder tool, a quoting or proposal tool, an invoicing app, and a reporting dashboard. Add-on modules extend this further - task tracking, accounting, e-signature, sales pipeline, forms, and workflow automation.

Question 3

What kind of businesses can use Tregovia?

Accepted Answer

Tregovia works for any service-based business - veterinary clinics, medical practices, law firms, fitness studios, salons, trades, agencies, and more. The platform adapts to your industry via modules, so you only pay for what you need.

Question 4

How does the free trial work?

Accepted Answer

The standard trial lasts 14 days and does not require a credit card. It is intended to let you test the core workflow before choosing monthly or yearly billing and any optional modules.

Question 5

What is included in the base plan?

Accepted Answer

The base plan includes client management, appointment scheduling, billing and invoicing, estimates, discounts, refunds, email notifications, SMS, reports, and the client portal - everything to run your practice day-to-day.

Question 6

How do add-on modules work?

Accepted Answer

After signing up, browse 30+ modules in Settings › Modules. Enable any module with one click - it is added to your next monthly invoice. You can disable a module at any time and it will not be charged from the next billing cycle.

Question 7

Can I add or remove modules later?

Accepted Answer

Yes. There are no long-term contracts on modules. Add what you need as your business grows and remove anything you no longer use - changes take effect on the next billing date.

Question 8

What happens to my data if I cancel?

Accepted Answer

You can export all your data at any time from Settings › Data Export as a full CSV archive. After cancellation your data is retained for 30 days before permanent deletion.

Question 9

Can I have multiple locations?

Accepted Answer

Yes. Tregovia supports multi-location businesses. Staff, appointments, and billing can all be scoped per location within your account.

Question 10

Do you support multiple staff members?

Accepted Answer

Yes. You can add staff members with their own login and role-based access control - from receptionist to owner.

Question 11

Can clients book appointments online?

Accepted Answer

Yes. Online Booking is built into every plan and gives you a public booking page with real-time availability. Clients self-schedule and receive automatic reminders. With the Online Payments add-on, you can collect deposits or full prepayment at booking via Stripe.

Question 12

Do you offer a client portal?

Accepted Answer

Yes, a client portal is included in the base plan. Clients can view their appointments, invoices, and documents. The portal can be branded with your logo and colors via the White Label add-on.

Question 13

How do clients get access to their portal?

Accepted Answer

You invite a client from their client record, and they receive their own secure portal login - there's no separate account-creation product to buy or set up.

Question 14

What can clients see in the portal, and can I control it?

Accepted Answer

Clients see their own appointments, invoices, and documents. Support conversations with your team carry an internal-note flag so staff-only notes never appear on the client side.

Question 15

How do estimates, e-signature, and billing connect?

Accepted Answer

An estimate can be sent to a client, accepted, and converted to an invoice with one click. The Contracts & E-Sign module keeps proposal templates, signer status, and the signing audit trail tied to the same client record, so accepted work flows straight into billing rather than living in a separate proposal tool.

Question 16

Can Tregovia draft emails or SMS for me?

Accepted Answer

Yes. The AI Composer module generates email and SMS drafts using a review-first workflow - it prepares a draft, and your team reviews and sends it, rather than sending on its own.

Question 17

What can I automate in Tregovia?

Accepted Answer

The Workflow Automation module gives you a visual builder for triggers, conditions, and actions across your data - for example, sending a follow-up SMS after a missed appointment. The Webhooks API module can also send HTTP webhooks on entity events for connecting to third-party tools.

Question 18

Can I migrate from my current tools?

Accepted Answer

Yes. The Data Import module (included free) lets you import clients, appointments, and billing history from CSV exports of your current tools via a step-by-step wizard. For more complex migrations, contact the Tregovia support team for guidance.

Question 19

What payment methods are supported?

Accepted Answer

Tregovia supports invoice-payment workflows through configured payment providers. Available payment methods depend on the provider and region connected for your account.

Question 20

Can I import my existing data?

Accepted Answer

Yes. The Data Import module (included free) lets you import clients, appointments, and billing history from CSV files via a step-by-step wizard.

Question 21

Can I automate follow-ups and reminders?

Accepted Answer

Yes. The Follow-Up Sequences module lets you set up multi-step email and SMS campaigns that trigger automatically after appointments, missed calls, or other events. There is also a visual workflow builder for custom automation logic.

Question 22

Can clients sign contracts digitally?

Accepted Answer

Yes. The Contracts & E-Sign module lets you create contract templates, send them for digital signature, and track the full signing audit trail - all from within Tregovia.

Question 23

Is there video consultation support?

Accepted Answer

Yes. The Telehealth module provides browser-based video sessions linked to appointments. Clients join via a link with no app download required.

Question 24

Can I track inventory and products?

Accepted Answer

Yes. The Pharmacy module covers product records, stock levels, and inventory movements for teams that need inventory tracking.

Question 25

Does Tregovia support gift cards and memberships?

Accepted Answer

Yes. Issue and redeem digital gift cards with unique codes and balance tracking. Create membership plans with session tracking and automatic renewals.

Question 26

Can I use my own domain?

Accepted Answer

Yes. The White Label module lets you connect a custom domain, add your own logo and brand colors, and remove the Tregovia badge from the client portal.

Question 27

Is there a sales pipeline?

Accepted Answer

Yes. The Sales Pipeline module gives you a visual Kanban board for tracking deals through custom stages, with activity logging and win/loss analytics.

Question 28

Is there a yearly discount?

Accepted Answer

Yes. Pay yearly and save 17% compared to the monthly plan. You can switch between monthly and yearly billing at any time.

Question 29

Can I change my plan later?

Accepted Answer

Tregovia has one simple plan - you only choose monthly or yearly billing. Add or remove modules as your needs change.

Question 30

Is my data secure?

Accepted Answer

Tregovia is designed around tenant isolation, encrypted transport, and role-based access controls. Security and data-processing details should be reviewed against your own operational and regulatory requirements.

Question 31

How does Tregovia support GDPR workflows?

Accepted Answer

Tregovia includes GDPR-supporting workflows such as tenant isolation, role-based access, data export, and deletion workflows. Each business remains responsible for its own GDPR assessment, notices, retention rules, and processor agreements.

Question 32

Can I send SMS to clients?

Accepted Answer

Yes. SMS workflows are available for reminders, follow-ups, and custom messages. Per-message carrier costs apply.

Question 33

Can I generate reports?

Accepted Answer

Yes. Built-in reports cover revenue, appointments, and client activity - all accessible from your dashboard.

Question 34

Can I create estimates and quotes?

Accepted Answer

Yes. Create estimates, send them to clients, and convert accepted estimates into invoices with one click.

Question 35

Can I manage refunds?

Accepted Answer

Yes. Process full or partial refunds directly from the invoice. Refund history is tracked automatically.

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