Collaborate with your team, track and manage your team communication with clients in one place!

Each staff member can have their own account set up with their profile, services, and calendar under your company's brand.

Clients have the option to schedule services and appointments with your staff based on each staff member's availability.

You can view and manage all your staff activities, appointments, and correspondence from your Admin dashboard.

The Admin account holds the company information and basic settings which will be shared and applied for the staff accounts.

Account settings that will apply to all staff members:

• Business Information - Company name, phone, and address
• Services or appointment options (each staff member can pick and choose the services they will provide)
• General calendar and online scheduler display
• Reminders and confirmation notifications
• Automatic email notifications
• Payments information, merchant account, and invoices
• Logo and branding settings
• Client card settings - the information you wish to save about your clients
• Client Portal page and widgets will display the company profile and branding, and allow clients to choose the desired service and the team member to provide it
• Admin can also set roles and permissions per staff member

Settings that can be defined separately for each staff member:

• Email, Name and Profile image
• Services
• Business hours, timezone and calendar sync
• Email signature
• Mobile phone number for SMS notifications

How to add or remove team members

To add staff members to your account, navigate to Settings>Staff.  

From the dashboard you can perform the following functions:

• Create Staff Member - Add new staff members, upload their photos, set up their login credentials and select what appointment types they are assigned to.
• Keep track of how many staff members you have left in your Thryv Business Center package.

For advanced settings click on ADVANCED

From the Advanced Settings screen, use the left-hand navigation to edit each part of your staff member's information.

My Profile

Make updates to your staff name, image, display name, title, email and calendar color 

When finished, click on Save Changes to ensure your changes are saved.

My Appointments

Select which appointments each staff member can perform.  Note:  If you have not set up your Settings>Services yet, note that this section will include some general service types.  These types may or may not make sense for your business and can be updated anytime under Settings>Services.  Once you have set up your services correctly you may select the Staff assigned to that service directly from the Settings>Services>Advanced section, or you may update it from this section as well

When finished, click on Save Changes to ensure your changes are saved.

My Schedule

When you click on My Schedule, you will be taken automatically to Calendar Settings > General Availability for this staff member. Click Here for a full guide to setting staff availability.

• My Schedule - You will manage your staff schedules from this section.  If your staff member has a set schedule that doesn't rotate or change, you can set it once and it will always be set correctly.  If you have staff that has rotating schedules please remember to update this section weekly.
• You may also update specific date availability like for holidays or vacations.
• When finished, click on Save Changes to ensure your changes are saved.

My Notifications

When you click on My Notifications, you will automatically be taken to Notification Settings. Use the checkboxes to toggle each notification on or off.

• My Notifications - My notifications allow your staff members to receive email messages or mobile push notifications when customers assigned to them, book an appointment or make a payment.   Please ensure to click the Mobile text notifications box and fill in their cell phone number if they wish to receive text notifications in addition to email.
• Don't forget to click Save to ensure your changes are saved

Need to make changes to your staff role permissions? Click Here for a guide to staff role permissions!

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