Your client card is the central record for every client in Thryv Business Center™. A complete, well-organized client card gives you and your staff instant access to client contact information, appointment history, invoices, notes, and more all in one place. Building a strong client database from the start means less time searching for information and more time focused on delivering great service.

What This Video Covers

This video walks you through how to set up and manage your client cards in Thryv Business Center, including client card layout, building your CRM, and organizing your client list using client statuses. It does not cover merging duplicate client records or importing contacts in bulk. For those workflows, refer to the related client management articles in this section.

How to Use This Video

Watch the full video below to follow along with the client card setup walkthrough. If you are just getting started building your CRM in Thryv Business Center, we recommend completing the guided course on setting up your CRM, including client card layout and organizing your client list, before or alongside this video. To access the guided course, see Setting Up Your CRM in Thryv Business Center.

Watch the full video below to follow along with the client card setup walkthrough. If you are just getting started building your CRM in Thryv Business Center, we recommend completing the guided course on setting up your CRM, including client card layout and organizing your client list, before or alongside this video. To access the guided course, see Setting Up Your CRM in Thryv Business Center.