Client Card

• September 09, 2025 23:41

Yolanda

Thryv Employee

Can the client create a chart individually for family members under the same Client Card?

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  Christina Rodriguez

  Thryv Moderator

  • September 10, 2025 14:57

  

  

  

  

  +13 more

  Hi Yolanda,
  
  If the Client Card has individuals associated to it as a sub-contact or "child" account, those sub-contacts can have all of their own bookings, invoices, payment requests, etc. associated with that individual, separate from the main account. However, all communications for that sub-account will only be sent to the main account.
  
  I have our article linked here that goes into this with more detail.

  I hope this helps!

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