Client Portal Service Menu
What Is a Service Menu?
The Client Portal service menu is the list of services or events that you would like to allow your clients to schedule online.
Clients can schedule an appointment on their own directly from your website, email, or social media. You also have the option to schedule appointments with your clients directly from your Thryv Business Center™ dashboard or calendar.
Thryv supports a variety of appointment types, from phone calls to online video conference meetings. Your service menu can include a combination of one-on-one appointments and group events.
- One-on-one appointment: Typically involves you, or a member of your team, and one client. You can list multiple appointment options and let clients choose which one they wish to schedule based on your availability.
- Group event: Used to set up a multi-participant meeting, class, workshop, or any other type of event. Clients can sign up online on their own until all available spots are taken. Once added to your service menu, a group event can be set as a single occurrence or configured to repeat on a daily, weekly, or monthly basis.
For each service, you can define attributes such as location or format, duration, availability, payment options, and more.
Customer Portal service menu example
Updating your Service Menu
To set up your service menu, navigate to Settings > My Services from your account dashboard. Each new account comes pre-loaded with a set of suggested services to get you started.
From here, you can manage your services using the pen icon (edit) or the menu icon (additional options), including:
- Edit — Customize an existing service.
- Hide from Service Menu — Removes the service from the client-facing menu while keeping it available for internal use or for clients with a direct link.
- Grab Link — Copy a direct link to the online scheduler for that specific service.
- Delete — Remove any service that is not relevant to your business.
- Add — Create new services based on your needs.
You can also rearrange the display order of your services by dragging and dropping each one to your desired position.
Below are scheduling scenarios almost any business can benefit from to help you get started:
- Skip the phone tag! Allow clients and prospects to schedule a callback. Replace the standard contact form on your website with the Client Portal Widget to get maximum results. This will ensure that you will contact the prospect at their most convenient time and that you will not lose any opportunities.
- Offering clients a Free Introductory Call can be a great way to engage prospects, and an opportunity for you turn them into paying clients!
Public and Private Services
By default, all services you create will be publicly visible on your Client Portal service menu, website, and social media. However, in some cases you may want to offer a service to select clients without making it publicly available on your menu.
To hide a service from the public, click the More icon next to the specific service and select Hide from Service Menu.
To allow clients to schedule the specific service online, whether it is available on the service menu or not, just click on Grab Link and share the link with your clients. Read this article to learn more about direct calls to action.
Don't see your question here? Post it in our Support Forum. Log in with your Thryv credentials to submit your question and receive a response from our Product Team.
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