Mobile

• Mobile App- Charge A Credit Card
• Mobile App- Record a Payment 

Dashboard

• Customize Your Quick Actions
• Record a Payment from the Dashboard

Inbox

• Send a Message to More Than One Client
• Set a reminder to follow up on an email
• Send an image link via text to a client
• Send an Email or Text (SMS) message from the Inbox
• Register your business landline to send/receive text messages via the Inbox

Settings

• Creating a Coupon
• Schedule A Zoom Meeting with our Support Team
• Create a Package to add to your online calendar
• Set Up Individual Staff Signatures and Text Notifications
• Grab Zapier API Token
• Edit Booking and Post Appointment Auto Reminders/Messages

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Calendar

• Sync Your Outlook Calendar
• Sync Your iCloud Calendar
• Add/Remove a service from the online booking menu
• Schedule an Appointment
• How to Promote an Event on Thryv Calendar
• Creating a Group Event on the Thryv Calendar

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Clients

• Customize your Client Card
• Customize Client Status
• Adjust A Client's Time Zone
• How to merge clients
• Record a Payment from the Client Card
• Import Clients into Thryv Using a Spreadsheet

See all 10 articles

Sales

• How to add Terms & Conditions to an invoice
• Changing Invoice Templates
• Add a Note to an Invoice
• Creating an estimate with a deposit
• Set up Automated Billing
• Take a Payment on an Invoice

See all 17 articles

ThryvPay

• Enable ThryvPay to Accept Bank Transfers
• Locate your ThryvPay Financing Loan Applications and Prequalifications
• Set a Limit for Credit Card Transactions
• Connect ThryvPay
• Send the ThryvPay Financing Prequalification link to a client

Documents

• Upload a Document to My Documents
• Add an Internal Document to a Client
• Share a Document in the Inbox

Marketing

• Create an Automated Campaign for a Customized Client Status
• Add a Link to the body of an Announcement
• Sending a Review Campaign via SMS/Email to a Specific Client
• Scrubbing Bounced Emails from an Announcement/Automated Campaign
• Edit the Background Image for Marketing Announcements
• Creating a Happy Birthday Automated Campaign

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Marketing Center

• View Analytics for your Marketing Center Campaigns
• View Your Marketing Center Bank
• View your Google My Business stats in Marketing Center
• View your Website Stats in Marketing Center
• Add a Competitor to Competitor Tracking
• Activate Your Enhanced Profile

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Client Portal

• Add a Review Link to your Client Portal Actions
• Customizing the Business Page
• Create A Payment Button for a specific item

Reputation

• Respond To An Online Review
• Grab Your Google Review Link

Online Presence

• Add Photos to your Google Business Page
• Connect your Google My Business to your Thryv Listings
• Grab the code to add the Website Widget to a non-Thryv website
• Hide Your Address on Google (For a Service-Based Business)
• Inviting a Manager in GMB
• How to verify if you manage a Google my business listing

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Social

• Relink Facebook on Thryv Social Content
• Review your Social Posts
• Create/Schedule a Social Post
• Accepting Facebook Admin Request
• Create a Social Photo Library
• Create 1 or more Social Posting Plans

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App Market

• Connect a JotForm to Thryv
• Add Service Areas to Yext Advanced
• Connect Quickbooks Online
• Update your Thryv Billing information
• Install Facebook Messenger App
• Install the WebChat App

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