A GReminders Administrator can manage reminder templates for the entire team under Setup menu at the top right of the page.
Let’s start with a new client reminder template:
- Choose the custom criteria you would like to use to trigger a reminder (in this case, the meeting type).
- Determine what type of reminder to send.
- Customize your message and include auto replies.
- Finally, assign this reminder template to profiles.
When an assigned user clicks on Client Reminders, the reminder template is available. You can lock sections of the template or allow users to make changes.
FAQs
How can a GReminders Administrator manage reminder templates for the team?
A GReminders Administrator can manage reminder templates for the entire team under the Setup menu located at the top right of the page.
How do you create a new client reminder template?
To create a new client reminder template, choose the custom criteria to trigger the reminder (such as meeting type), determine the type of reminder to send, customize your message including auto replies, and assign the reminder template to profiles.
Can users modify assigned reminder templates?
Yes, when an assigned user clicks on Client Reminders, the reminder template is available to them. The administrator can lock sections of the template or allow users to make changes.