The way you configure your services directly affects how easy it is for clients to book with you, pay you and keep coming back. A well-configured services setup means clients can find what they need, book at their convenience, and check out without friction, all without requiring you to manage every step manually. This article walks you through every section of Services configuration in Thryv Business Center™ so you can get your booking experience working for your business.
This article covers the following:
- How to Access Services Configuration
- My Services: Add and Configure Your Bookable Services
- Online Booking Options: Control How Clients Book with You
- Availability & Calendar: Set Your Time Zone and Calendar Display
- Payments: Configure How Clients Pay You
- Packages & Coupons: Increase Sales and Reward Clients
- My Products: Add Items to Invoices and Estimates
- Frequently Asked Questions
- Video Walkthrough: Services Configuration
This article provides an overview of all sections within Services configuration. Each section links to a dedicated article for full setup instructions where available. This article does not cover staff management or business hours setup. To configure staff availability and business hours, see Set Your Availability Hour.
How to Access Services Configuration
All Services configuration settings are located in the Settings area of Thryv Business Center™. To access Services configuration, click Settings in the left-hand navigation of your Thryv Business Center dashboard. The Settings page displays sections for My Services, Online Booking Options, Availability & Calendar, Payments, Packages & Coupons and My Products.
My Services: Add and Configure Your Bookable Services
The My Services section is where you define what clients can book with you. Adding and categorizing your services ensures that clients see your offerings organized in a way that makes sense for your business. Each service can be configured as a one-on-one appointment or a group event, with controls for attendee limits and pricing. You can also enable pay-at-booking for any service, so clients pay when they schedule rather than at the time of the appointment.
The My Services section includes the following configuration options:
- Adding new services to your booking menu
- Categorizing services so they display correctly to clients on your booking page
- Configuring a service as a one-on-one appointment or a group event
- Setting the maximum number of attendees for a group event
- Setting the price for each service
- Enabling pay-at-booking for a service
Online Booking Options: Control How Clients Book with You
The Online Booking Options section gives you control over how your booking page works for clients. These settings determine how far in advance clients can schedule, whether appointments are automatically accepted or require your approval, what reminders clients receive, and whether clients must agree to your terms and conditions before completing a booking. Configuring these options up front reduces no-shows, sets clear expectations with clients, and keeps your calendar running smoothly.
The Booking Policy subsection includes the following configuration options:
- Limiting how far in advance a client can schedule an appointment
- Enabling or disabling online scheduling
- Setting how appointments are accepted — clients can request a time slot, or your booking page can automatically confirm appointments when a time slot is available
- Configuring appointment reminder notifications for clients
- Setting limitations on future bookings
- Requiring clients to accept your terms and conditions before booking
- Adding a link to your terms and conditions text
The Display Options subsection controls how your services and staff members appear to clients on your online booking page. The Display Options subsection includes the following configuration options:
- Choosing whether clients see all service categories at once or select a category first before seeing the services within it
- Setting whether clients choose a service before selecting a staff member, or select a staff member first
- Adding a custom title to your service menu
Availability & Calendar: Set Your Time Zone and Calendar Display
The Availability & Calendar section controls how appointment times are displayed to you and your staff, and how your calendar is formatted. Setting the correct time zone ensures that appointment times are accurate for both your team and your clients. The Use Local Time setting determines whether all appointment times display in a single business time zone or in each staff member's individual time zone. The Availability & Calendar section also includes a direct link to business hours and staff availability settings.
The Availability & Calendar section includes the following configuration options:
- Setting the time zone for your business
- Enabling Use Local Time so all appointment times display in your business time zone rather than individual staff time zones
- Selecting 12-hour or 24-hour time format
- Setting the calendar time increment displayed on your calendar view (for example, 30-minute or 1-hour increments)
- Accessing business hours and staff availability settings
Payments: Configure How Clients Pay You
The Payments section is where you connect your payment gateway and control whether clients can pay online by credit card. The Payment Gateway field displays the name of the merchant account currently connected to your Thryv Business Center account. From the Payment Gateway field, you can also disconnect the currently connected merchant account. Enabling online credit card payments lets clients pay invoices and deposits directly from their client portal, reducing the time you spend chasing payments.
The Payments section also includes Terms and Conditions fields for both Estimates and Invoices. The Estimates Terms and Conditions field lets you add the terms and conditions text that appears on every estimate you send to clients. The Invoices Terms and Conditions field lets you add the terms and conditions text that appears on every invoice you send to clients. Each field is configured separately.
Packages & Coupons: Increase Sales and Reward Clients
The Packages & Coupons section lets you bundle services into packages and create discount coupons. Packages give clients a way to prepay for multiple sessions or services at once, which increases upfront revenue and encourages repeat business. Coupons let you offer percentage-based or fixed-amount discounts, with controls for validity dates, redemption limits and which services and staff members the coupon applies to.
Packages
The Packages subsection displays a list of all packages currently configured in your account. To edit an existing package, click the edit icon next to the package name. To create a new package, click New Package. For full instructions on creating and managing packages, see Managing Package OfferingsManaging Package Offerings.
Coupons
The Coupons subsection displays all coupons in your account organized by status: Active, Scheduled, or Expired. To create a new coupon, click the New Coupon button. When creating a coupon, you can configure the following options: a unique coupon code, a discount type of either percentage off or fixed dollar amount, valid from and to dates, the maximum number of times the coupon can be redeemed, and whether the coupon applies to all services and staff or only to specific services and staff members.
For full instructions on creating and managing coupons, see Coupons.
My Products: Add Items to Invoices and Estimates
The My Products section is for physical or non-appointment-based items that you add to invoices or estimates with a set price. Unlike services, products do not occupy a time slot on your calendar. Use products for items such as materials, supplies, or retail goods that you sell alongside your services. To search for an existing product, type the product name into the search bar at the top of the My Products section. To add a new product, click the orange + icon in the My Products section.
For full instructions on adding and managing products, see My Products.
Frequently Asked Questions
Can I set up services during the initial setup wizard instead of through Settings?
Yes. The Thryv Business Center setup wizard includes options to configure one-on-one appointments, group events, and locations and to add images for default services based on your business type. Services configured during the setup wizard can be edited at any time through the My Services section in Settings.
Can a client register multiple people for a single group event booking?
No. Group events in Thryv Business Center only support individual registrations. Each attendee must complete their own registration form and is charged separately. The maximum number of attendees for a group event is set in the My Services section of Settings.
What is the difference between a service and a product in Thryv Business Center?
A service is a bookable offering that occupies a time slot on your calendar, such as an appointment or a class. A product is a non-appointment item with a set price that can be added to an invoice or estimate, such as a material, supply or retail item. Products do not appear on your booking page and do not create calendar entries.
Can I restrict a coupon to specific services or staff members?
Yes. When creating a coupon in the Coupons subsection, you can choose to apply the coupon to all services and all staff, or limit the coupon to specific services and specific staff members. This setting is configured in the Create Coupon form.
Where do I configure staff availability and individual business hours?
Staff availability and individual business hours are not configured in the Services Settings sections covered in this article. To configure staff availability and business hours, see Set Your Availability Hours.
Video Walkthrough: Services Configuration
For a video walkthrough of your Service Settings, see below:
Comments
1 comment
Thanks for pointing this out! We have that updated!