If you are the administrator on your GReminders account and you have multiple users, you can utilize Event Type Templates at the Management Level to quickly setup Event Types for your entire organization. You’ll even be able to assign different templates to various profiles and determine which sections of the templates your users can edit […]
Routing clients to the right individual in your organization is essential for providing optimal customer service, greater efficiency, and overall higher conversion rates and retention. GReminders provides an easy way to accomplish this. You no doubt have experienced routing countless times on the phone. “Press 1 to be connected to sales, press 2 to talk […]
If you are in an industry that requires 3rd party monitoring of all client communications, GReminders can help. Our system currently logs all your outgoing SMS, email, and voice reminders along with incoming SMS replies within our app. You can accessed the archive under Usage Reports > Delivery > Logs. To understand how to set […]
When you use GReminders automated scheduling to book appointments with prospective clients, you may wish to ask questions to better understand their situation, how they heard about you, or even find out what beverages they like so you can be sure to have it on hand for their appointment. GReminders allows you to map answers […]
What are the differences between Calendly and GReminders integration with Redtail? We hear this question almost every day as Redtail users who either currently use Calendly or are considering using an automated scheduling system hear about GReminders and find their way to our website. It’s a legitimate question and we would like to help you […]
GReminders is the only Automated Scheduling & Reminders Application with a Direct Integration with Redtail! View the Webinar above to learn about GReminders integration with Redtail CRM and Calendar. The webinar will provide an overview of how to: Set up the Redtail integration Set up Automated Scheduling for Individuals & Teams Setup Client Reminders Setup […]
This is a feature is currently for Redtail and Wealthbox CRM Users only. Note: for non CRM Integrations please see this article. Do you conduct remote meetings with individuals outside your area? Send reminders to your clients based on their time zone. GReminders can detect what time zone your clients are in, based on their […]
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 […]
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. […]
Do you meet with clients using Zoom or other online meeting applications? With GReminders’ Redtail & Zoom integrations, adding a Zoom link to your meetings using our online scheduling is all done for you automatically. If, however, you also schedule appointments manually on your Redtail calendar, and you wish to have a unique Zoom link […]
