There are multiple settings in 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.

Here's what we've got:

• Client & Contact Info
• Email Templates
• Auto Client Messages & SMS

Client & Contact Info

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

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

• 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

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:

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.

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

• • Post-appointment follow up

• • Advanced email templates editing

• Payments
  • Reminders for invoices that are close to their due date or have become overdue

• • Reminder before estimate expires

• Messages & Documents
  • Auto-reply

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