GReminders makes it simple to share your scheduling links, allowing clients to book meetings effortlessly. This keeps your calendar full and your business growing.
Below you’ll find step-by-step instructions for every method, including copying links, single-use links, QR codes, and more.
1. Using the Share My Link Page
From the Share My Links screen in your GReminders account, you can access and share your full online scheduling calendar. Clients will see all your available event types (e.g., initial consultation for new clients or annual review for existing clients) and can choose the one that fits.
To change which Event Types are listed on your Share My Link page:
- Log in to GReminders and navigate to your Event Types.
- Select an Event Type that you wish to hide* from your Share My Link page.
- Scroll down to the bottom of the Event Type and unselect the option shown below.
Where to share the link:
- Add it to your email signature to allow anyone to schedule with you.
- Place it on your website, embed the full calendar on a page, or use a pop-up scheduler.
- Include it in Client Reminders, such as a follow-up reminder to book the next meeting.
Extra options on the Share My Link page
- Customize the look and feel of your calendar under the Look and Feel menu.
- QR Codes for printed materials.
- Create a QR code for your Share My Link page, OR for any scheduling link. Add it to business cards, brochures, signage, or promotional items. Clients can simply scan and book instantly.
2. Using the GReminders Sidebar (Chrome/Edge Extension)
The GReminders Sidebar gives you instant access to all scheduling features without leaving your browser. It’s perfect for quick link sharing and on-the-fly booking.
Note: The same Event Type options you have in your Sidebar can also be found in your Event Types and/or Teams within GReminders.
3. GReminders CRM Contacts
If your CRM is integrated with GReminders, you can navigate to the CRM Contacts section within GReminders. Here you’ll find your full list of CRM Contacts and can select a contact to schedule with them.
How it works:
- Go to CRM Contacts in your GReminders account.
- Select the desired contact.
- On the contact’s detail page, click the Share Booking Link button at the top.
- Choose who the meeting should be with (you or a team member).
- Select the Event Type or create a one-off meeting.
- When ready, copy the personalized link to share with the client or schedule the meeting directly for them.
Benefits:
- GReminders automatically fills in the CRM contact’s details (name, email, phone number, timezone, and more).
- This significantly speeds up the booking process, whether you share the link or book the appointment on their behalf.
One Off Events:
The GReminders Sidebar and CRM Contacts both allow you to create one-off events. From the CRM Contacts section, you can also use your Event Type Templates to quickly create meetings involving any combination of GReminders users (including team or multi-advisor meetings).
4. For Redtail CRM Users: Book Directly Inside Redtail
If you have the GReminders integration enabled in Redtail, you can share booking links and schedule meetings without ever leaving Redtail. This function works just like the GReminders CRM Contacts section, and can auto-fill your client’s details on the booking page.
Quick setup reminder (one-time per user):
- In Redtail, click your name (top right) → Manage Integrations.
- Toggle the GReminders tile ON and authenticate with your GReminders account.
Click Here for the full instructions of this integration.
Tips for Success
- Use single-use links whenever you want to limit a client to booking just one specific time slot.
- Combine methods: Share the main link in your email signature, a single-use link via the Sidebar during a quick call, and a Redtail booking link when working inside your CRM.
- QR codes are still the easiest way to get offline clients booking instantly.
- Test any new link with a colleague before sending it to clients.
That’s it! Any questions? Please email [email protected]
Happy Scheduling!