Thryv Product Team

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Activity overview

Latest activity by Thryv Product Team
  • Thryv Product Team created an article,

    Add a New Client

    Whenever a new client contacts or schedules with you through the Client Portal, a Client Card is automatically created for that client in your account including all the information the client provi...

  • Thryv Product Team created an article,

    Your Client List

    To access your client list, select Clients from the left navigation pane. Your Client List Once you have added your clients in Thryv, they will present in an alphabetical list that you can search ...

  • Thryv Product Team created an article,

    Staff Assignment

    Multiple staff members can collaborate on the same client thanks to staff collaboration tools. In this article, you will learn how to assign staff members to a client. Staff Assignment Every clien...

  • Thryv Product Team created an article,

    My Products

    Easily add your products to Thryv for use in estimates and invoices. The My Products setting will keep a list of the different products that you carry for your business and you can edit them at any...

  • Thryv Product Team created an article,

    Client Contact Card

    Manage your Client's Information on their Contact Card Thryv allows you to view and manage all of your contacts, clients, and leads on a centralized page in your account. Review the entire communic...

  • Thryv Product Team created an article,

    Getting Started with ThryvPay

    Estimated reading time: 3 minutes ThryvPay FAQs Welcome to ThryvPay! We are so excited to get you set up and accepting payments from your customers. Follow along with the guide to set up y...

  • Thryv Product Team created an article,

    Managing a Client's Packages

    Managing a Client's Package Adding & redeeming packages for clients in Thryv is super simple & quick. This article will show you how to add/sell a package to a client manually, customize a package ...

  • Thryv Product Team created an article,

    Promoting Service Packages

    Service packages can help you create more repeat business and generate multi-time customers. This article will show you how to let your clients know about your service packages. Haven't created a p...

  • Thryv Product Team created an article,

    Create a Package

    Thryv can help you create more repeat business and generate multi-time customers by setting up packages. Adding service packages, allows you to sell services in bulk to customers and secure up-fron...

  • Thryv Product Team created an article,

    Request Payment from Client

    Once the service has been completed and it's time to get paid! With Thryv requesting payment from your clients is simple, safe, and secure!    You can request payment from an appointment or from an...