If you’re a financial advisor who meets one-on-one with clients—either in your office or remotely using Zoom, GoToMeeting, WebEx, Google Meet, or other popular meeting apps—or if you gather your team for internal meetings or invite prospects and clients to group events or seminars, GReminders will greatly reduce the time you spend scheduling while improving your overall show rate.

Our scheduling calendar can be easily added to your company website, or you can host it directly at GReminders.com. When clients schedule meetings with you or your team, the event is instantly added to your Redtail calendar under the activity type you choose.

GReminders then sends SMS and email reminders according to your predetermined instructions, ensuring clients are reminded of their appointments.

Now, pay close attention—this is a unique feature exclusive to GReminders:
If you create an event directly on your Redtail calendar, as shown in the video, your contact’s information is automatically imported into GReminders—just as if your client had scheduled their own meeting online. Reminders are sent automatically, with no other integration or third-party app required.

Because you want simplicity and reliability, let’s take a closer look at how you’ll save a tremendous amount of time by automating your reminders with GReminders.

When an event is placed on your Redtail calendar, custom reminders are sent according to your settings. You can ask clients to confirm their appointments, and once they do, you’ll see their confirmation directly on your Redtail calendar—allowing you to see at a glance who’s confirmed and who hasn’t.

You can even automate replies to let clients know their appointment is confirmed and that you’ll be expecting them. If you ever need to reschedule, notifications can automatically be sent to your client. The confirmation checkmark is then removed from the event, and your client can be prompted to confirm the new time.

Think about how much time this will save you!

All reminders and communications are logged back to Redtail as notes or tasks—your choice—so you always have a complete record of client and prospect interactions.

Automated online scheduling.
Automated SMS reminders.
Team scheduling. Round-robin scheduling. Group event scheduling.

All in one platform—the only scheduling and reminder app with a direct integration to Redtail CRM and Calendar.

Start your free trial today and get one-on-one help setting up your scheduling and reminders. Visit GReminders.com, create your trial account with a username and password, choose Redtail as your primary calendar, and you’re all set.

Put an end to back-and-forth scheduling and eliminate no-shows today!