Category: Financial Advisors

Redtail Appointment Notifications

Posted on by Mark Hill

Whether you use GReminders automated scheduling or manually schedule appointments directly on Redtail Calendar you have options on how invites are sent to your Redtail contacts. Using GReminders Automated Scheduling While setting up your Event Type Templates, under Invite Details, there is an option that allows you to decide how to handle event invites. By […]

Financial Advisors and Therapists Can Stay Compliant With GReminders

Posted on by Mark Hill

GReminder allows users, including financial advisors and healthcare professionals, to send SMS, email, and voice reminders to their clients, reminding them about upcoming appointments. The use of reminder software can significantly reduce no-shows, saving time and money. However, if you work in an industry with strict compliance guidelines, you may be required to log all […]