Provider journey
From provider setup to paid service delivery.
Efpoz helps service providers turn DMs, referrals, in-person conversations, and repeat clients into structured offers with service media, payment links, invoices, subscriptions, eligible in-person payments, calendar follow-up, and payout readiness in one mobile workspace.
Mobile workspace
Provider journeys stay focused after login.
Client detail
Provider calendar
Launch kit
Everything needed for provider go-live.
Provider profile that works like a storefront
A provider can publish bio, proof, specialties, services, policies, availability, media links, and shareable checkout links without building a separate website.
Service links that convert
Send one-off sessions, term programs, subscriptions, group classes, invoices, and eligible in-person payment options from the client record.
Payments and payouts in view
Show checkout status, platform fees, refunds, GST-aware estimates, connected account readiness, and payout timing from the provider workspace.
Market-backed edge
Useful to providers beyond a simple payment link.
Newie-speed setup, deeper operating context
Keep the fast service-link and subscription motion, then add calendar, invoices, files, tax-aware finance, and payout readiness around the same client record.
Booking-suite trust without enterprise weight
Borrow the useful pieces from booking suites: reminders, policies, no-show protection, packages, and client history without forcing a salon-style operating model.
Payments that reconcile themselves
Checkout, invoices, eligible in-person payments, refunds, platform fees, provider net, GST estimates, and Stripe availability should be visible before a provider has to export anything.
Provider-led first, marketplace later
Direct links should convert the provider's existing trust first. Discovery can expand after activation, repeat GMV, support load, and provider retention are proven.
Journey steps
Use-case checkpoints for provider onboarding.
Create a sellable provider profile
- Proof and specialties
- Policies
- Availability
Build a package, program, or subscription
- Scope
- Price and terms
- Follow-up
Manage clients, bookings, and money
- Client context
- Payment state
- Payout readiness