For Redtail Integration when using Google Calendar or Microsoft Outlook / Office 365 / Exchange as your primary calendar, Click Here. If you are a financial advisor who uses Redtail as your CRM, we have great news! GReminders integrates directly with Redtail to allow you to: Send Reminders to contacts in Redtail when you schedule […]
For Redtail Integration when using Redtail as your primary calendar, Click Here. We have great news for financial advisors who use Redtail as their CRM! GReminders integrates directly with Redtail to allow you to: Send Reminders to contacts in Redtail when you schedule events on your Google or Outlook Calendar Writeback Reminders as Notes in […]
Sending a reminder email may help you remind your clients of their appointments, but sending a friendly reminder email will go a long way in establishing a relationship between you and your clients. First, let’s discuss why you need to send a reminder email in the first place. Your time is valuable, and a client […]
ActiveCampaign is a powerful CRM that assists users with their customer experience automation. GReminders is the easy to use automated SMS appointment reminder and scheduling app that eliminates no-shows and the back and forth associated with scheduling. When integrating the two applications, users possess a powerful set of tools that can help their businesses grow […]
In August 2022, GReminders topped the Easiest to Use Online Appointment Scheduling Software list at G2.com. G2 is the premier peer-to-peer review site on the web, so you can imagine how ecstatic we were when we found our name at the top of the list. Ease of use is what every software development team strives […]
Zapier is a “low code” workflow automation platform. There are thousands of applications and services you can stitch together to create integrations. Here are a few examples of using Zapier with GReminders: Add Emails to a Marketing Automation Campaign (such as MailChimp, Airtable, ClickFunnels, etc…) for anyone who books a meeting with you (w/ or […]
Would you like to send automated Reschedule and Cancellation Notifications to clients? Be sure your clients understand exactly when meetings will take place, especially when they have been rescheduled, and confirm with clients when appointments are canceled. It’s easy to automate the entire process by setting up Client Reminder Templates in GReminders. No more forgetful […]
If you use GReminders Automated Scheduling or include a cancellation link in your reminders, you can control what happens with canceled appointments on your calendar. Scenario #1 (Default) When clients cancel their appointments with you using the cancelation link, you want the appointment to be deleted from your calendar, freeing up the time for another […]
Would you like to personalize your appointment reminders? Would you like to see your clients’ names when they confirm appointments? When you use GReminders automated scheduling for individual or group events, or if you integrate GReminders with Salesforce, Hubspot, SalesLoft, or other CRMs, individualized meeting participant data are now available to use with GReminders SMS […]
Do you use SalesLoft to manage your contacts? If so, GReminders has made it simple to send SMS reminders from SalesLoft and import new contacts into SalesLoft from GReminders online scheduling. Now, you can be sure your prospects and clients will show up for their appointments! GReminders integrates directly with SalesLoft (we don’t use a […]
