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James Montgomery

Thryv Moderator Thryv Employee
Thryv Employee
  • Total activity 176
  • Last activity May 14, 2026 22:54
  • Member since May 20, 2025 18:09

Hey there! I'm James — the newest member of the Thryv + Keap Product Success Team. Feel free to let me know how I can help!

  • Activity overview
  • Badges (3)
  • Articles (5)
  • Posts (0)
  • Comments (70)
  • Activity overview
  • Badges (3)
  • Articles (5)
  • Posts (0)
  • Comments (70)

Comments

Recent activity by James Montgomery Recent activity Votes
    1. Community
    2. Payments
    3. Thryv Billing & Payments

    Hey Chris,Good news! Thryv does have options to make this process more automated for you, so you don't have to manually send those reminders going forward.We're actively working on getting a consul...

    • View comment
    • James Montgomery
    • April 30, 2026 20:50
    • 0 votes
    1. Community
    2. Automation Builder
    3. Campaigns are temporarily on hold

    Hey Damian, 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...

    • View comment
    • James Montgomery
    • April 30, 2026 15:28
    • 0 votes
    1. Community
    2. General Q&A
    3. adjusting infor

    Hey Jenni!Great question. At this time, invoices cannot be edited after they have been marked as paid.As a workaround, you can add the VIN number to the client record, then open the origina...

    • View comment
    • James Montgomery
    • April 28, 2026 16:54
    • 0 votes
    1. Community
    2. General Q&A
    3. Complete search of thryv entries

    Hey there,Great question! Unfortunately, the search functionality is currently limited in terms of the data it is capable of retrieving and doesn't search across all fields in the database (such as...

    • View comment
    • James Montgomery
    • April 24, 2026 17:40
    • 0 votes
    1. Community
    2. General Q&A
    3. CRM details

    Hey there,Yes — as long as SMS is enabled under Settings > Auto Client Messaging > Booking, the system will send booking confirmations and appointment reminders via text message.Just make sure the ...

    • View comment
    • James Montgomery
    • April 23, 2026 21:01
    • 0 votes
    1. Community
    2. Payments
    3. Billing

    Hey Wanda,Thanks for surfacing this.After reviewing with the team, we confirmed that one of the items you received wasn’t an additional bill or charge. Instead, it was a credit applied to your acco...

    • View comment
    • James Montgomery
    • April 21, 2026 22:22
    • 0 votes
    1. Community
    2. General Q&A
    3. Removing appointment option

    Hey Nidia,To remove the ability for clients to schedule appointments through your Client Portal, you’ll want to head to Settings > Online Booking Options. From there, simply uncheck the box next to...

    • View comment
    • James Montgomery
    • April 14, 2026 15:08
    • 0 votes
    1. Community
    2. Payments
    3. tryv pay international blocked by cloudfare

    Hi Michael,Thanks for surfacing this! I'm happy to clarify.Thryv products (including ThryvPay) are only accessible in supported regions (United States, Canada, Australia, and New Zealand). As a res...

    • View comment
    • James Montgomery
    • April 13, 2026 16:20
    • Edited
    • 0 votes
    1. Community
    2. General Q&A
    3. Password Change

    Hey Santo, Thanks for bringing this up! If you received a password change notification that you didn’t initiate, we recommend taking action right away to ensure your account remains secure. First, ...

    • View comment
    • James Montgomery
    • April 10, 2026 23:10
    • 0 votes
    1. Community
    2. Payments
    3. Pay Portal

    Glad to hear that, Carl!If there's anything else we can assist with, please let me know.

    • View comment
    • James Montgomery
    • April 07, 2026 20:49
    • 0 votes
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