Your small business questions and answers

Thryv, Inc.

Thryv Business Center is an do-it-all solution that helps small business manage their day-to-day and elevate the client experience, from our customizable CRM and convenient online scheduling to securely processing payments, managing online listings, social and more.

Business Center provides small businesses with the tools needed to take the busy work out of running their business, including:

• CRM (Customer Relationship Management): Consolidate and manage client information in one place.
• Scheduling & Calendars: Simplify scheduling for your business and clients alike with convenient online booking and calendar management.
• Estimates & Invoices: Create, customize and send digital invoices and estimates in just a few clicks.
• Secure Client Portal: Provide your clients with a self-service portal to stay connected with your business, from sending files to booking a service.
• Email: Nurture new and existing clients by staying connected with well-timed email marketing.
• Documents & Files: Stay organized, access and share documents, files and photos internally and with clients.
• Digital Payments: Accept payments in-office or on-the-go and always have a bird’s-eye view of what is due, overdue, upcoming and more.

Thryv Business Center is available to small businesses via monthly subscription. Specific pricing and inclusions by package can be found here.

No, you choose which features you want to use based on individual business needs.

Absolutely! You can choose to take advantage of any features of your Thryv Center package/tier at any time during your active subscription. For example, if you don’t have time to take advantage of the professionally designed website that comes with the top two paid tiers of Thryv’s Business Center, you can opt to come back to it later in your subscription.

How do I import my clients?

You can import clients into your account with Smart Data Importer, from your Google contacts or from a CSV/Excel file.

Do I have to manually add my clients?

No. You can add new clients to your list, even if the client has never contacted you before. Or, 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 provided.

How can I search for a specific client within the CRM?

Click on ‘Accounts/Clients’ from the menu to pull up your complete Client List. In the right sidebar of the screen, you can select the filters you wish to apply to identify the client(s) you are searching for. Add custom tags to distinguish between clients/projects/accounts.

Are appointments scheduled in real-time?

Yes, once an appointment has been scheduled, the business will receive notifications of the booking in real-time within their calendar.

If I don’t want customers to be able to schedule appointments, can I turn off this feature?

Yes, you can adjust this and configure your desired settings by selecting Settings > Online Booking Options.

Can I control if appointments are accepted or declined when my customers schedule with me online?

Of course! When you set up your online services, you decide if you want to automatically accept appointments if the time slot is available or if you want to manually accept or decline each appointment.

Can I sync my Thryv calendar with an external calendar so I can see all my appointments in one view?

Yes. Thryv Business Center offers convenient two-way syncing with Google and Outlook calendars. Connect your external calendar inside of Business Center’s calendar settings to have data synced between your two calendars to avoid booking errors.

Can I setup different schedules or views for each of my employees?

Yes. When you add or edit a user in Business Center, you can configure their specific view depending on their role within your organization. Customize their individual schedule and availability, services they offer, and more.

Can I use Thryv Business Center with Reserve with Google?

Yes. Our experts can help you claim and verify your profile on Google. Then, it only takes a few steps to setup.

How do I know if my client has received and responded to an estimate or invoice?

Receive instant notification when your client takes action, from estimate approvals and signatures to payment confirmation.

Can I customize my digital estimate/invoice to display details the way I want?

Thryv Business Center gives businesses the control to customize digital estimates and invoices with a few simple clicks. Drag and drop products and services to quickly populate within the invoice or estimate, choose how you want pricing and taxes displayed and itemized, add a custom note, and more.

Can my clients digitally sign or pay a deposit when I send a client an estimate?

Yes! Simplify and speed up the approval process by capturing digital signatures and deposits from clients when they approve a project, with real-time notifications once signed and paid.

Can I customize what actions my clients see or take within their Client Portal?

Yes. Customize what your client sees when they login to their secure portal, from adding or removing actions, creating custom actions and more.

What does my client see when they login to their Customer Portal, and why is it beneficial to my business?

Using their unique login, when your clients login to their customer portal, they will be able to take action and easily connect with your business, including:

• Booking a service or appointment
• Sharing a document, photo or file
• Making a payment
• Access prior interaction and history with that business

Can I invite my clients to use or login to their Client Portal?

Yes. From within the Client Card, select ‘More’ and select ‘Invite via Email’ to send an email invitation for that client to login to the portal.

Are there limits to the number of emails I can send?

We have Thryv Business Center packages that fit every type of business, including Unlimited plans. Click here to learn more.

Can Business Center help build my email list?

While Thryv Business Center connects directly to your CRM and contact list, Thryv cannot purchase any email lists on your behalf.

Can I view the performance of any emails and texts that I send to my clients?

With Business Center, quickly see which clients have opened, viewed, clicked and engaged with your campaigns.

Which file types does Thryv Business Center support?

Thryv Documents can accept most common file types such as text documents, spreadsheets, pdfs, images, gifs and zip files. File types that Thryv cannot accept are video files, executable files, HTMLfiles as well as video, audio, mp4, ogg, .html, .xhtml, .htmlx, .dhtml, .jhtml, .phtml, .rhtml, .zhtml, .mhtml, .js, .css, .sass, .scss. However, if you can compress your files into a zip file folder, you can upload the zip file to your Documents.

Can I upload more than one document at a time?

Yes. Upload multiple documents from within Business Center, and allow clients to share documents, photos, and files via their Client Portal.

Can my clients electronically sign documents?

Yes. With Thryv Signatures, harness the convenience and security of e-signing. All Business Center packages come with five free signatures per month, with the option to upgrade within the Thryv Marketplace.

What are the transactional processing rates for credit/debit cards?

Individual rates vary depending on market, and businesses can qualify for lower rates depending on transactional volume. Click here to view.

What payment gateways can I connect with Thryv Business Center?

Businesses can choose to apply for ThryvPay, Thryv’s payment provider built specifically for small business, or connect with one of our trusted payment partners integrated with Thryv: Stripe, Square or PayPal.

How secure are payments that are processed using Thryv?

As secure as it gets. Thryv Sales is fully integrated with our merchant accounts. They are in full control of all payment processing, security and fraud protection. This includes full PCI compliance and Secure Payment Processing.

All questions are required to be answered except for the Facebook page URL and ID. You may skip this step and re-enter at a later time if you would like to run social ads.

You are not required to have a Thryv website to use Marketing Center. You may leverage Marketing Center’s Auto Thryv ID and Heatmap by installing the scripts located on the Tools page under Thryv Visitor Tagging and Heatmap.

No, you are not able to take your trackable phone number with you if you cancel.

That’s great, your current account will transfer to your Marketing Center account.

That’s great, your current account will transfer to your Marketing Center account.

You don’t need a Facebook account, but it is free, and Thryv recommends all businesses have a Facebook business page.

The onboarding fee is charged so that we can make sure you are getting the most out of your Thryv. We will help you get set up and activate the features you need the most to get you started.

Depending upon the reasons and features that you purchased Thryv, some may take a longer investment of time to set up vs. others. Our onboarding journey will help you get started and each call can take approx. an hour, depending upon your time and commitment.