Every business collects different information about its clients, adding and editing client and contact fields in Thryv lets you track exactly what your business needs, from dates of birth to vehicle details to student records and surface those fields on the forms your clients already fill out. You can add new fields, delete fields you don't need, control which forms each field appears on and choose whether a field is required or displayed until a client fills it in. Changes to your fields are reflected immediately on your leave details, scheduling and payment forms. 

This video covers how to add, delete and reorder client and contact fields in Thryv, including how to assign fields to your forms and configure required field settings. To access your client and contact field settings, click Settings in the left-hand navigation, then click Cases & Contact Info. Note that the name of this setting may vary depending on your business type as it may appear as Cases & Contact Info, Pets & Contact Info, Vehicle & Contact Info or another variation. 

For information on viewing and managing individual client records, see Set Up and Manage Your Client Cards in Thryv Business Center. For information on customizing the fields that appear on your client card inside Thryv, see Customize your Client Cards.