There are multiple settings inside Thryv Business Center: My Business Settings, Service Settings & Other Settings. In this article, we are going to walk you through all of the components under "Other Settings"! To find out where we are, go to Settings>Other Settings from left-hand navigation.

Here's what we've got:

• Auto Client Messages & SMS
• Email Templates
• Client Card & Forms
• Integrations

Auto Client Messages & SMS

Set and customize the automated messages, reminders and notifications sent to your clients via email and mobile.

Types of messages:

• Booking
  • Booking request auto reply

• • Booking confirmation
    • Includes ability to add dynamic fields from the business or client profile to personalize your message.

• • Reminders
    • Ability to configure first and second reminders.

• • Post-appointment follow up

• • Advanced email templates editing

• Payments
  • Reminders for overdue invoices

• • Reminder before estimate expires

• Messages & Documents
  • Auto-reply

Email Templates

Enable, disable and customize emails sent to your clients or staff members.

• Supports the following:

Get full control over emails sent to your clients. Change the email subject, body, or disable any emails you don’t want to be sent.

Select from the following list of internal Business and Client facing emails:

Client & Contact Info

Customize the information you want to capture from your clients through Intake Forms.

Client Card Fields

• Add custom fields to the client card
• Configure the required fields
• Identify the fields you want to capture:
  • During Scheduling
  • On Contact Requests
  • During Online Payments
• Add the following types of data:
  • Single line text
  • Drop down (from client defined list of values)
  • Checkbox
  • Dates
  • Opt-ins for campaigns

  This section contains the setting to enrich client cards with public social network data

Intake Forms

• There is a new section for “Intake Forms,” where you will be able to set
  the fields you want your clients to fill out when they contact your
  business. If you add a field in this section, it will reflect in the client card
  fields and vise versa.

• You can also add customizable business policy text to each type of form being used 
• Leave details form
• Scheduling form
• Payment form

Client Status

• You are able to customize the terms used for client statuses, or create unlimited custom statuses. Note that if the name of a status changes, it will not affect its behavior in the software. For example, if Leads are set to become Customers after the first payment, that flow will function the same, only the name for the statuses will change.

• Client status allows you to automate the from a customer lead to a customer once they take an action like making an appointment, making a payment or after you send an invoice.

As always, keep in mind that the term "Client" will be replaced if you have selected a different CRM Term (Jobs, Pets, Cases, etc).

Integrations

Want to integrate Thryv Business Center with other apps you use often? Thryv Business Center integrates with Zapier, a site where you can integrate thousands of apps together using triggers and actions. To view your API token and see the available actions, click on Connect

In the pop-up window, the available triggers and actions will appear, and you are able to copy your API token to your clipboard, which you will need to set up any connections on Zapier.

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