Client Demographics Section

• Track Current and Prospective Clients
• Document Client Symptom/Issue
• View Suggested EO's & Products by Client Symptom/Issue
• View Possible Emotional Cause of Symptom/Issue
• Easily Create a Suggested Health Plan Including Client Reports
• Document Client Follow-up and Store in History to Refer to When Needed
• Email Clients Directly from the Software and Retain in History for Easy Access When Needed
• Document iTOVi Scans and Trend Over Time

Email

• Send individual or Bulk Email Directly from the Software
• Emails are Saved in the Software and May Be Viewed from the Client Demographics Form
• Include up to Ten Attachments to Send with Email
• Easily Access Email Function from Multiple Areas of the Software

Invoice / Payments

• Create Itemized Invoices Using Pop-up Forms with Pricing
• Apply Payments in Full Directly from the Invoice or Apply Partial Payments as Needed
• Track Charity Donations
• Create Invoices for Professional Services Such as Coaching

Recipes

• The Software Contains Alicia's Favorite Recipes
• Create and Save Recipes by Category
• Print Recipe Cards from the Make & Take Form
• Print Recipe with Retail / Wholesale Comparison
• Recipe Updates are Saved to all Areas of the Software
• Updates to Inventory Prices are Reflected in Existing Recipes
• Generate a List of Available Recipes with Retail and Wholesale Prices to Give to Clients

Inventory Tracking

• The Software is Preloaded with 90% of Young Living's Products Including Retail and Wholesale Pricing.
• Track Non-Young Living Ingredients Used in Recipes
• Track Containers by Type and Size
• Track Educational Supplies
• Calculate Inventory Cost for Tax Purposes
• Run Inventory Reports to Plan for Upcoming Purchases

Class Section

• Create and Save Make & Take Classes and Health Classes
• Easily Add / Delete Young Living Products to be Reviewed in Class
• Create Talking Tips
• Print Customized Class Handouts based on the Participants' Needs
• Easily Update or Change Existing Classes

Other Features

• Easily Locate and Save Software Storage Tables for Backup
• Import Downloaded Young Living Member Lists and Update Client Information
• Create Standardized Follow-up Information and Copy and Paste to Client Follow-up Instead of Repeatedly Typing the Information
• Document Your Professional Services Prices & Provide Print Outs for Clients
  

And So Much More..........

Refer A Friend Program

• All Individuals Who Have Purchased a Copy of Trinity Solutions are Eligible for this Program
• Earn a $10 Amazon Gift Card for Each Friend Whom You Refer and Who Purchases a Copy of the Software.
• Your Friend Also Receives a $10 Amazon Gift Card.
• Gift Cards are Paid Quarterly
• Some Restrictions Apply
  

Emotional Release Section

• View Possible Emotional Cause and the Symptoms/Issues They May Cause
• Look-up Suggested Essential Oils for Possible Emotional Cause
• Create Affirmation Cards for Clients
• View Entire Pathway by Symptom/Issue
• Provide Client's with Individualized Possible Emotional Cause Reports Based on Their Symptom/Issue
• .....And So Much More

Peace of Mind at a Low Cost

• One Time Purchase Fee
• No Monthly Charges
• Bulk Pricing Available
• Retain Your Data On Your PC
• 24 Hour Turnaround Support (or sooner)
• Online Training / Demonstrations

 Schedule an Appointment Today 

System Requirements

• PC - Windows Operating System
• Microsoft Access 2007 or higher
• Microsoft Outlook – Required for direct email from software