The Client Portal is the area where your customer can easily interact with your business on any new or existing interactions.
When your customers are interacting with you using Thryv, we want to give them a more customized and modern feel when viewing their history with your business. This will give an overall snapshot of all the interactions the end consumer has had with your business. They can easily see if they have any outstanding invoices, schedule a new appointment, get important business information, interact with your business, etc..
View of Client Portal login :
(Note: If your customer is already listed in your CRM, they will have to click "My Account", and input their email address for a link to be sent so they can login.)
Client Portal Login with One-Time Code
This feature allows your customer's to log into the Client Portal with a code that is sent either via SMS (text) or email instead of a password. Once your customer types in their email to log into the portal, they will receive a code via email or text via the contact information provided on their client card.
Client Portal Dashboard for end consumer - Desktop View:
Clients will be able to see their Upcoming & Past Bookings by clicking on Bookings:
They'll also be able to see their Bookings Overview in a whole new way:
Clients will be able to view & accept Estimates:
Invoices, Payments Received, Partial Payments, Refunds & Estimates are also viewable if your customer selects Payments:
Your customers will now see a very sleek receipt:
Documents shared with your customers will appear under Documents.
Client Portal Dashboard for the end consumer - Mobile View:
