Get More from your Business Calendar

Say "No!" to double-bookings and lost appointments! Now you can save time, energy & hassle by directly scheduling inside your business calendar.

Check out the proven benefits you get when scheduling one-on-one appointments or group events directly from your calendar:

• Reduce no-shows - Thryv sends automatic appointment reminders to your clients by email and SMS/Text.
• Manage your schedule - Not only can you view you and your staff's upcoming appointments but you can also modify the appointments if needed or block times that you are not available. 
• Online Scheduling - Invite clients to schedule an appointment. Easy, simple!
• Manage your schedule from one place - Easily sync your personal Gmail/Yahoo/Outlook calendar with your Business calendar for perfect coordination. *Note: You will need to mark your Google calendar as "busy" for it to block out your Thryv calendar once synced.

Article's Content:

• Your Calendar
• The Upper Menu
• Display Options
• The Right Pane

Your Calendar

To access your business calendar, select CALENDAR from the left navigation pane:

This will bring you to your calendar. On the right hand side, toggle between viewing your Services and your Staff Calendars

The Upper Menu

Schedule New - This button will open a drop-down menu with a selection of actions from which you can choose:

• Appointment - Allows you to create a new appointment with a client
• Group event - Allows you to create a group event, then invite clients to register to or register clients yourself
• Blocked off time - Allows you to block a specific time range or time slot as 'not available to meet with clients' or if you merely need to set time for a particular task. These times will be excluded from your availability and clients will not have the option to select these times in case you've enabled online scheduling option.
• Invite to schedule – Send your clients an invitation to schedule an appointment for one of your services directly from their email. *Note - this option is available only if you've enabled online scheduling. 

Print – Allows you to print your calendar or agenda.

 
Export- Opens a drop-down menu allowing you to either export all of your appointments and events to a CSV or Excel file within a given date range. Click Here for a full guide to calendar exports.

Display Options

You can choose to view your calendar in the following display options: Day, Week, Month and Agenda.

Day view: Displays your schedule for a selected day
Week View: Displays your weekly schedule in a Sunday-Saturday format
Month View: Displays your monthly schedule at a glance
Agenda View: A list of all upcoming appointments

To see scroll to past or future appointments and events, navigate to the top left of the Calendar Tab. 

• Select Today to be taken to the view of the current day
• Select the left-pointing arrow to view previous appointments or events
• Select the right-pointing arrow to view future appointments or events. 

The arrow will scroll to past or future events based on the display option you choose: Day, Week, Month, or Agenda. 

The Right Pane

Located to the right of your calendar, the right pane consists of two options- Services or Staff.

Services View

This tab will list each of your configured services, each offers 3 possible actions:

• Schedule - Lets you schedule the specific service with one or multiple clients. 
• Grab a Link and Invite - Grab a link for the specific service online scheduler where your clients can see your availability and schedule time with you (requires enabling the online scheduling option). You can paste that link anywhere your clients find you online - in your email campaigns, website, landing pages and social media. Alternatively, you can send an email invitation directly from your account to one or multiple clients at once.
• Promote - Create an announcement to promote your service(s) with your client list. 
• Edit - Takes you to the specific service configuration page where it can be edited.

Staff View

This tab will display each of your configured staff members. For each staff member you can:

• Schedule appointments between any client and the specific staff member.
• Copy the scheduling link of a specific staff member, or send a client a scheduling invitation on behalf of the staff member.
• Edit the specific staff member's profile.

Add Staff Member – Directs you to the staff settings page where you can create and manage your staff profiles and accounts.

Show all – Will select all your staff members listed and will display all of their calendars (If no staff members are set you will have an option to view only your calendar).

Ticking individual check boxes next to the relevant team member will display their calendar only. 

Click here to learn more about staff calendar management.

Show in one calendar- Checking this box will display all of your staff members' calendars in a single calendar view.

Leaving this box unchecked, will split your calendar view into individual calendars for each of your staff members as shown below:

Calendars, Appointments, SMS Marketing & Reminders FAQ

Can I merge my other calendars into Thryv?

You can sync your Google calendar (iOS and Android), your Outlook/Office 365/Microsoft Exchange, Yahoo, or even another calendar you wish to use with Thryv. At this time, you can only sync one calendar.

If my customer needs to change their appointment after booking it online, can they do that?

Yes, your customer can call you and request a change in the appointment time, or they can also utilize a feature in your client portal function of Thryv to request an appointment change. All of these functions are able to be adjusted to your liking under Settings>Online Booking Options.

Are appointments scheduled in real-time?

Yes!

If I don't want appointments to be scheduled by my customers, how is that done?

You can adjust this under Settings>Online Booking Options.

Can I control if appointments are accepted or declined when my customers schedule with me online?

Yes. When you create and set up your online services you can decide if you want to automatically accept appointments if the timeslot is available or if you want to manually accept/decline the appointment.

Is there a Master Calendar for me, the business owner, can see all the appointments for all staff at once?

Thryv supports multiple staff members, and with the admin login, you are able to have full visibility of all your staffing schedules and services within the calendar.

Can I set up different times within each calendar to suit each staff member?

Yes. You can block out times for each staff member on each calendar.

What types of reminders can I send to my customers?

Appointment reminders are able to be sent via text or email. You can locate your reminders under Settings>Auto Client Messages and also Settings>Inbox & Leads. You also have the option to receive your own text notifications under Settings & Staff & Select Staff Member/Edit My Notifications.

Do my customers have to opt-in to promotional text messages?

Yes, this is required by law in order to receive promotional text messages from a business.

Still have questions about your calendar? Join in on the conversation happening in our Community! If you are still in need of support, and the Community is not giving you what you need, send us an email at support@thryv.com