Why Keeping Staff Profiles Current Matters

When your staff profiles are accurate and complete, your business runs more professionally and your clients notice. The Display Name and Professional Title fields appear on your online booking page, so clients see exactly who they are booking with. An outdated or incomplete profile can cause confusion at the point of booking and undermine client confidence before an appointment even begins.

Keeping contact information current, including email address and phone number, ensures that notifications and communications reach the right staff member without delay. When staff receive the right alerts at the right time, appointments are less likely to fall through the cracks.

The Default Homepage setting affects how quickly each staff member can get to work after logging in. Setting each person's homepage to the section of Thryv Business Center they use most often reduces friction and helps your team stay focused on serving clients rather than navigating menus.

In this article:

• How to Access a Staff Profile
• Edit Staff Profile Fields
• Change a Staff Member's Password
• Set Up a Staff Member's Email Signature
• Limitations and FAQ

How to Access a Staff Profile

To manage a staff member's profile, click Settings in the left-hand navigation. Then click Staff. Locate the staff member you want to update, click Advanced, and select Edit Profile. This opens the staff member's Profile page under User Preferences, where you can edit all fields described in this article.

Note: Any changes made on the staff Profile page also update that staff member's profile in My Account.

Edit Staff Profile Fields

On the Profile page, you can update the following fields for each staff member.

First Name and Last Name are the staff member's legal or preferred name as they appear in your internal records and staff list.

Display Name is the name that appears to clients on your online booking page and in client-facing communications. The Display Name does not have to match the staff member's legal name. For example, a staff member named "Jonathan" may prefer to appear as "Jon" on the booking page.

Professional Title is the staff member's role or specialty as it appears on the booking page, for example "Licensed Massage Therapist" or "Senior Stylist." A specific professional title gives clients more confidence when choosing who to book with.

Email Address is the address associated with the staff member's Thryv Business Center login and the address where the staff member receives notifications.

Phone Number is the staff member's contact number used for internal records and staff communications.

Default Homepage is the first page the staff member sees after logging in to Thryv Business Center. Set the Default Homepage to the section the staff member uses most often to reduce navigation time. For example, a staff member who primarily manages appointments may benefit from having the Calendar set as their default homepage.

Change a Staff Member's Password

On the Profile page, scroll to the Password section. Click Change Password to update the staff member's login credentials. Enter the new password in the New Password field and confirm it in the Confirm Password field, then click Save.

Note: The Change Password option is only available for staff members who log in directly through Thryv Business Center. If a staff member does not have a Thryv Business Center login, the Change Password option does not appear on their Profile page. Those staff members must use the Forgot Password link on the login screen to reset their credentials independently.

Set Up a Staff Member's Email Signature

On the Profile page, scroll to the Email Signature section. Click the text field to enter or edit the staff member's signature. Click Save to apply the changes.

The email signature entered here appears at the end of messages sent from that staff member's inbox inside Thryv Business Center. The email signature does not apply to messages sent from other Thryv tools outside of the Thryv Business Center inbox.

Limitations and FAQ

Can a staff member edit their own profile?
Yes. Staff members can also access and edit their own profile by navigating to My Account and selecting Profile. Changes made there apply to the same profile managed here.

Does the Display Name appear everywhere clients see the staff member's name?
The Display Name appears on the online booking page. Other areas of Thryv Business Center may display the staff member's First and Last Name instead. Verify client-facing display by previewing your booking page after saving changes.

Does the email signature apply to all outgoing messages?
No. The email signature set on the Profile page only appears on messages sent through the staff member's Thryv Business Center inbox. The email signature does not apply to messages sent from other Thryv tools.

This article does not cover staff scheduling, staff availability, staff permissions, or staff roles. Contact support or search the help center for guidance on those topics.

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