Client Portal Improvements and App Market

What’s New?

1. Client Portal My Account Page with Credit Card Section

(Launch Date: 2/22)

Client Portal just got better, giving customers more control over account preferences and their payment methods.

We added the ability for customers to manage their account preferences with your business. Customers will also be able to view their saved cards, see default set and delete old cards. If there are no credit cards attached, this will not appear.

Another improvement to the Client Portal. Step 1 of enhancing the payment process to offer more control.

My Account Page in Client Portal

Credit Card Section of My Account

Improvements

Here are a few cool new improvements we have releases this week or coming soon up help you use Thryv efficiently. 

1. Client Portal Login with Phone

(Launch Date: 2/14)

Give customers an extra sense of security when logging into their Client Portal with a verification code.

We added the ability for customers to login to their Client Portal with their phone number and provide a verification code. If number not found, it’s a landline or multiple accounts are tied to one phone number, they will be able to sign in with their email.

A minor improvement but impactful one to make it easier for customers to sign in with their phone number (we all remember that instead of passwords) and providing another layer of security with code.

Login with code sent to Phone

2. Packages Expiration Date
(Launch Date: 2/16)

Packages are a great way to secure upfront revenue, fill your calendar and plan your staffing needs.

We added the ability for customers to book services only within the Package expiration dates. Previously, they could schedule for a future date outside of the package expiration date. (Clients can revert back to old functionality if preferred.)

This new functionality ensure packages are booked and used during the timeframe designated, encouraging customers to use their package credits in a timely manner.

If the service is booked outside of the package expiration date, “apply package” will not appear. 

Scheduling a Package 

3. Longer Product Description 
(Launch Date: 2/22)

Expanding the characters for product descriptions to unlimited characters where before it had a limit of 255. 

Just like service description, the product descriptions length should be unlimited. The product names will also not be trimmed in PDF format.

Product Descriptions

App Market

Our App Market is continuously growing and improving. Here are a few changes and insights on what applications are live or coming soon.  

1. Instagram Messenger
(Launch Date: 2/16)

This integration is apart of Centralized Inbox with Thryv, free apps that meet customers where they, connecting conversations back to Thryv.

Stay in touch with customers where they search and connect with you. Make it easy for customers to use their preferred platform to send messages, like Instagram, while you keep track of conversations and communicate all in one place inside Thryv.

Instagram Messenger App

Instagram Messenger App

Thryv Version 5.9.5