Giving your clients access to the client portal means they can view their appointments, make payments, send messages and manage their information on their own time, reducing back-and-forth and freeing up your team to focus on the work that matters. Sending a portal invitation takes just a few clicks from your client list and you can customize the invitation email including the sender name, subject line, message body and button text before sending. Once sent, the invitation appears in the client's conversation thread for easy reference. 

This video covers how to invite a client to your Thryv client portal by sending a customized email invitation. For information on what clients can see and do inside the client portal, see How can my customers use the Client Portal?