You can quickly view and manage your clients right from your dashboard in Thryv! High-Thryv!
Whenever a new client contacts or schedules with you through the Client Portal, a Client Card is automatically created for that client in your account including all the information the client provided.
You can also add new clients to your list even if the client never contacted you before. Double High-Thryv!
To add a new client, select the Clients menu on the left navigation bar and then click on New Client.
Provide the client's default information like email (not mandatory), first and last name and even upload your client's photo.
You can add more fields to the Client Card and save more information about your clients as needed.
If you have enabled Text/SMS reminders to clients for scheduled appointments, and you've updated the client's phone number on the client card, the Text/SMS reminder will be sent to your client.
For a video walk through on how to Add a New Client, see below:
Add Yourself as a Client
You will also have the ability to add yourself as a client in Thryv to gain visibility on how your clients and customers see your Thryv from their perspective. Simply follow the process above, but add your own name and the exact email address used to log into your Thryv as the contact information. You'll then see the following when you look yourself up in Thryv:
This will allow you to see the entire booking process from your client/customers view. So, set an appointment with yourself, log into your very own client portal...maybe even try making a payment...and if you have any additional feature requests, you can share them here in our community.