Your Client Portal is the digital headquarters for your business. It is the secure space where your customers handle their most important tasks, such as paying invoices, booking appointments, approving estimates, and sharing private documents. Because this portal handles sensitive personal and financial information, adding a privacy policy is a critical step in protecting both your business and your customers.

Including a clear privacy policy shows your clients that you take their data security seriously. It builds the professional trust necessary for a homeowner to comfortably "Pay" or "Book" through your portal. Furthermore, many modern payment processors and online advertising platforms now require a live privacy policy to keep your business accounts in good standing and your ads running smoothly.

Why a Privacy Policy Matters for Your Business

By taking a few moments to add your policy, you unlock several key benefits for your professional image:

• Build Instant Credibility: A professional policy makes your local business look as secure and established as a national brand.

• Streamline Payments: Customers are more likely to use your digital payment tools when they know their financial data is handled with care.

• Legal and Ad Compliance: Stay ahead of state regulations and meet the requirements for running lead-generation ads on platforms like Google and Facebook.

• Define Your Data Standards: Clearly explain how you use customer contact info, which prevents confusion and builds long-term loyalty.

If you have not already created a privacy policy page, you'll need to do so first. If you already have a privacy policy page, click here to skip to the section for adding it to your client portal.

Add Your Privacy Policy to Your Website

Please note that Thryv does not generate the legal text for you. You are responsible for writing your own Privacy Policy and publishing it as a dedicated page on your website. Once you have created this page and it is live on the internet, you will simply take that website address (URL) and paste it into your Thryv settings. This ensures your legal notice is visible everywhere your customers interact with your brand.

Your privacy policy must appear on a dedicated page on your website. For a guide to adding a page to your Thryv website, Click Here. If you use a 3rd party website, you must log in to your specific website editor (such as WordPress, Wix, or Squarespace) to build a new "Privacy Policy" page. Once you publish the page, copy the URL from your browser's address bar.

What is Included in a Privacy Policy?

While every business is unique, you should draft a policy that clearly explains your data practices. Your written policy should typically cover:

• What InformationYou Collect: List the specific data you gather, such as names, service addresses, and phone numbers.

• Why You Collect It: Explain that this info is used to provide estimates, send appointment reminders, and process payments.

• How You Protect It: Mention that you use secure, encrypted platforms like Thryv to manage customer records and financial transactions.

• Third-Party Sharing: Disclose that you share data only with necessary service partners to complete the work (e.g., payment processors).

• Your Contact Details: Provide a clear way for customers to reach you with any privacy questions.

Add Your Privacy Policy To Your Client Portal

Once your privacy policy is created, it's easy to add it to your client portal. To add your privacy policy, navigate to Settings, then Business Info. 

Then, scroll down to Privacy Policy and enter the url for your privacy policy page.

Where Your Privacy Policy Appears

Your privacy policy appears in the footer of every page in your client portal. This includes the client portal home page, appointment screens, invoice/estimate/payment screens, documents, or conversations to your inbox.