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James Montgomery

Thryv Moderator Thryv Employee
Thryv Employee
  • Total activity 98
  • Last activity January 09, 2026 19:48
  • 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 (39)
  • Posts (0)
  • Comments (12)
  • Activity overview
  • Badges (3)
  • Articles (39)
  • Posts (0)
  • Comments (12)

Articles

Recent activity by James Montgomery Recent activity Votes
  • Appointments - FAQ

    1. Keap™
    2. My Day
    3. Appointments

    This article reviews the in’s and out’s of Appointments. Learn about all the possibilities and time management you can achieve with one simple tool. Booking page links Calendar Management Calenda...

    • James Montgomery
    • May 28, 2025 23:25
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointments - Zoom Integration

    1. Keap™
    2. My Day
    3. Appointments

    Create a unique Zoom meeting link for each of your Keap Appointments. This ensures your meeting is secure and private, while saving you time by removing the need to manually create meeting links. T...

    • James Montgomery
    • December 17, 2025 13:49
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointments: Booking from calendar

    1. Keap™
    2. My Day
    3. Appointments

    Book an appointment on your calendar Click the Book now button above your daily schedule or by on appointment type Search for or add a new contact Select the appointment type Click Continue and se...

    • James Montgomery
    • October 22, 2025 11:24
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointments - Reschedule or cancel appointment

    1. Keap™
    2. My Day
    3. Appointments

    If you are unable to meet with your clients or vice versa, the appointment can be reschedule or canceled. This article will review options of how you and your clients can do that.  Request Reschedu...

    • James Montgomery
    • October 21, 2025 11:59
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointments - Connect Outlook Calendar

    1. Keap™
    2. My Day
    3. Appointments

    Connect an Outlook Calendar Disconnect your Google Calendar to use Outlook Calendar Outlook Calendar FAQs   Connect an Outlook Calendar Navigate to My Day > Appointments - or by going to Settings>...

    • James Montgomery
    • October 21, 2025 12:11
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Create appointments from a contact record

    1. Keap™
    2. My Day
    3. Appointments

    Requirements Connect a Google Calendar or Outlook Calendar Create a booking page On a contact record, when viewing the Appointments activity card, or the accompanying side panel, only appointmen...

    • James Montgomery
    • October 21, 2025 12:14
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointment time zone settings

    1. Keap™
    2. My Day
    3. Appointments

    You can choose which time zone your Appointments display in on a per-user basis. After connecting your calendar, you can set your time zone from your Integration settings. When you change your time...

    • James Montgomery
    • October 22, 2025 11:25
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointments - Disconnect Google Calendar

    1. Keap™
    2. My Day
    3. Appointments

    Steps to disconnect your Google Calendar     Steps to disconnect your Google Calendar Click on your avatar and choose Settings Click Integrations Open the more options menu for your connect...

    • James Montgomery
    • May 21, 2025 22:53
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointment Reminders

    1. Keap™
    2. My Day
    3. Appointments

    Improve appointment attendance with email remindersWith the Easy Automation titled Appointment Reminders, Keap can automatically email reminders to your contacts that have scheduled appointments wi...

    • James Montgomery
    • October 21, 2025 12:15
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Appointments - Connect Google calendar

    1. Keap™
    2. My Day
    3. Appointments

    The Appointment booking page is for your clients to choose a time that works best for both parties, by allowing you to block out the days you are not available, searching your multiple Google calen...

    • James Montgomery
    • October 22, 2025 11:26
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
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