The client portal gives your clients a dedicated space to book appointments, make payments, send messages, and access shared documents, all without having to call or email your business directly. Sending a client portal invitation re-engages existing customers and gives new ones a direct line to interact with your business on their own schedule, reducing back-and-forth communication and making it easier for clients to do business with you.

What This Video Covers

This video walks you through how to send a client portal invitation to a customer from Thryv Business Center, including how to customize the invitation email including the staff member the invitation is sent from, the email subject line, the message body, and the button text, and how to confirm the invitation was sent successfully from your conversation view. It does not cover setting up or configuring the client portal itself. For those workflows, refer to the related client portal articles in this section.

How to Use This Video

Watch the full video below to follow along with the client portal invitation walkthrough. Once you have customized the invitation details, click Send to deliver the invitation to your client. After sending, refresh the conversation to confirm the invitation message appears in your conversation history.

Invite a customer to interact with you again through their convenient client portal.