EfpozSole trader workspace

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.

Service setup in Efpoz

Service setup

Client detail in Efpoz

Client detail

Provider calendar in Efpoz

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