1. Community
2. CRM & Pipelines
3. How to add a second contact to a client account

Hi there! Currently, the closest we have to replicate this would be to have the husband's contact with their own client card then creating the wife's information to be a sub account. With this rout...

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• Christina Rodriguez
• June 15, 2026 17:25
• 0 votes

1. Community
2. General Q&A
3. How do I find draft invoices

Hi Caroline, The Draft invoices can be found by filtering to the "Draft" status in the Sales tab. I have linked our step by step guide here to show that process. Let us know if you have any other q...

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• Christina Rodriguez
• June 15, 2026 15:55
• 0 votes

1. Community
2. Automation Builder
3. Campaigns are temporarily on hold while we review flagged activity.

Hi Jon, It looks like the campaigns were blocked due to a previous campaign having a high bounce rate. What does this mean? To put it simply, it means too many emails you have sent "bounced." A Bou...

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• Christina Rodriguez
• April 20, 2026 16:28
• 0 votes

1. Community
2. Website & Landing Pages
3. adding video to my website

Hi Justin, Sure thing!  I'll link our guides on how to add the video to your site, as well as sharing it through social posts: Add the video through the site editor - Link to guide Sharing the vi...

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• Christina Rodriguez
• April 20, 2026 15:35
• 0 votes

1. Community
2. Website & Landing Pages
3. Website

Hey Trevin, I am sorry to hear about the issue with your website. I looked at your account and saw our URL Management team confirmed that your domain is with another company. They sent out an email...

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• Christina Rodriguez
• April 09, 2026 16:44
• 0 votes

1. Community
2. Social Media
3. workspace frozen

Hey Christian, Im sorry to hear about the issue you're having! Could you confirm if clearing cache and cookies (for all time), closing the browser, then re-login in helps at all? If you need any he...

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• Christina Rodriguez
• March 30, 2026 16:00
• 0 votes

1. Community
2. General Q&A
3. When will SMS messaging be available?

Hi there! While I dont have a date on this specifically, we do have this on our roadmap and are working on having it implemented in the future. I have added you to the request about this in our Fee...

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• Christina Rodriguez
• March 17, 2026 16:24
• 0 votes

1. Community
2. Staff & Administration
3. Clients scheduling

Hi Jody, Im so sorry to hear about the scheduling issue. Have you been seeing this happen with all clients or is it for specific services? Thank you!

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• Christina Rodriguez
• March 09, 2026 18:10
• 0 votes

1. Community
2. Payments
3. Setting up a QR code for payment within my business or reviews

Hi Thomas, Unfortunately, we are unable to generate QR codes at this time. However, if you have an existing one that you would like to have added to your site, we can definitely assist with that re...

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• Christina Rodriguez
• February 23, 2026 22:05
• 0 votes

1. Community
2. General Q&A
3. Thryv pay tax document

Hey Alex, Tax forms are typically sent via email (or mailed if electronic delivery wasnt authorized). If you arent seeing that you received this, please contact our team at 844.998.4798 for immedia...

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• Christina Rodriguez
• February 23, 2026 20:33
• 0 votes