Thryv Product Team

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  • Client Status

    Track Leads, turn them into Customers, and later promote them to VIP's using Client Status in Thryv! Your client card includes a section with a drop-down menu where you can disposition clients and ...

  • How to Customize the Client Card

    The Client Card The system allows you to keep track of all your client's information and communication history in one place. Your client's information is saved on a Client Card within your account....

  • Thryv Mobile App - Quick Pay Feature

    With your Thryv Mobile App, we make it easier than ever to accept all forms of payment - in the quickest way possible - with QuickPay. We've outlined the steps required to accept a payment below, a...

  • Assign messages to other staff members

    From the inbox or client contact card, you can assign client messages and scheduling requests to different staff members.   You can choose to assign a single engagement, or multiple, to specific st...

  • Get to Know your Inbox

    One of the best things about Thryv is that we keep everything in one place so you don't have to jump from tool to tool, or system to system. Your meeting requests, contact requests, payments and sh...

  • 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...

  • 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...

  • 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 ...

  • Organize Client Data using Tags

    A growing business goes hand in hand with an expanding client base. As a result, managing, relating, and leveraging the various information you have on each client can be complicated and at times, ...

  • Connect Your Stripe Account

    If you already have a Stripe account, connecting it to Thryv has never been easier! We will walk you through the steps below on how you can start receiving your payments from your customers using y...