Overview GReminders offers a direct, native integration with Redtail CRM, a leading customer relationship management platform tailored for financial advisors....
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We’ve made a meaningful upgrade to how Locations work in scheduling—treating them as a true first-class citizen in the booking...
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When you schedule appointments on the Redtail Calendar using GReminders automated scheduling, or you place events directly on your Redtail...
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If you use Redtail, Wealthbox, HubSpot, Salesloft, ActiveCampaign or Salesforce as your CRM, you can now map custom fields asked...
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GReminders makes it simple to share your scheduling links, allowing clients to book meetings effortlessly. This keeps your calendar full...
Continue ReadingOverview GReminders offers a direct, native integration with Redtail CRM, a leading customer relationship management platform tailored for financial advisors. This integration streamlines scheduling, reminder automation, and data syncing, allowing advisors to save time, reduce no-shows, and enhance client engagement. As a new hire at GReminders, understanding the integration settings is critical to assisting users […]
We’ve made a meaningful upgrade to how Locations work in scheduling—treating them as a true first-class citizen in the booking experience. Location Comes First If an Event Type supports multiple locations, invitees now select the Location before choosing a date and time. This applies to both 1:1 and Team Event Types and ensures availability is […]
When you schedule appointments on the Redtail Calendar using GReminders automated scheduling, or you place events directly on your Redtail calendar, you may wish to indicate an Activity Type for each event. GReminders direct integration with Redtail can read Activity Types and not only determine scheduling availability, but trigger specific reminders based on your selection. […]
If you use Redtail, Wealthbox, HubSpot, Salesloft, ActiveCampaign or Salesforce as your CRM, you can now map custom fields asked during online scheduling with corresponding fields in your CRM. Important customer data is added to your CRM during scheduling and can be used in your appointment reminders. Keep reading to understand how to set up […]
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 […]
Effective client communication in business is important and appointment confirmation is absolutely essential. If you are in an appointment-based business where meeting with clients or potential clients is critical to your success, ensuring that your clients understand when and where an appointment will take place has to be a top priority. Automated Appointment Confirmation The […]
Instead of just sharing your Booking Link, you can offer specific time slots to your prospects or clients via Email. Here we can quickly send a list of available time slots so invitees can choose a time that works best for them. Within GReminders navigate to your Event Types From here you will see “Time […]
Automating Emails or SMS messages to client to remind them its time to book their bi-annual or annual review is a major efficiency pickup for your Organization. We encourage you to read this article for how to use Bulk Sends in General. IF you are using Continued Automations, which sends clients 2-3 followup emails when […]
When you create events on your Google, Outlook, or Redtail calendars, event details, including date, time, location, invitees and event description are imported into GReminders so that our system can send your clients reminders of their upcoming meetings. In the past, we retained this data for approximately 1 year (which is the current default setting), […]
GReminders integrates directly with Wealthbox CRM to allow financial advisors the ability to automate scheduling and appointment reminders. Our direct integration runs completely in the background, set it up and forget it. When you schedule an appointment with Wealthbox contacts, whether manually or using our automated scheduling system, your contacts’ information is imported into GReminders […]
