™Tri-Gig help
Everything, one page each.
Plain words, no manual to read first. Pick a topic on the left, press ⌘K to search, or start with one of these.
What are you trying to do?
- Get paid without chasingSend an invoice that reminds, takes more-time requests and card payment.
- Let volunteers or clients sign inA door of their own where they check in, log hours, pay or message you.
- Take bookingsYour services, hours and deposits on a page people book from.
- Keep client work in one placeGoals and steps with files on them, and a client who can see what moved.
- Know where your money standsSix questions answered from your invoices and the papers you upload.
- Sell and teach coursesA catalog people browse, pay from and learn in, with certificates.
- Stop forgetting follow-upsA rule in plain words that tells you and drafts the note.
Every section
Introduction
What Tri-Gig is, how a workspace is put together, and who is who.
Getting started
From sign-up to your first real record, and moving in from wherever you were.
Your home page and alerts
What you see when you open Tri-Gig, and how it reaches you.
The built-in lists
Contacts, projects, tasks, cases, calendar, messages and files.
Your own lists
Track anything. Add a field to any list, including the built-in ones.
Your team
The directory, each person's page, roles, departments and permissions.
Live Invoices
An invoice that is a web page, reminds the customer, and takes payment into your own account.
Money & health
Six plain questions about your money, answered from your invoices and the papers you upload.
The people outside your team
Portals, forms, the booking page, landing pages, and documents to sign.
Course Studio
Courses and classes that people find in a catalog, pay for, take, and finish with a certificate.
Rules
When this happens, do that. Built in Automation Studio, in plain words.
Trig, the assistant
What it does on its own at each level, what it does when asked, and what it never does.
Integrations
Stripe, Slack, Google Calendar, API keys and webhooks.
Workspace settings
General, brand and invoicing, security, types, lists, add-ons, API keys and export.
Account, billing and programs
Plans, the trial, add-ons, cancelling, login security, and programs that buy for many businesses.
Studios
Funding Studio, TG Sites, the Hiring hub, and the industry pages.