Thank you for trying GReminders the following is a quick overview of our software to help you get started. Let’s start with your Google or Outlook calendar where you keep your schedule you can see the same appointments that are on your calendar are on the main screen of GReminders. To get to this screen […]
Greminders client automations are designed to put your client notifications and review scheduling on autopilot. To start using client automations, click on Bulk Sends under the Management menu. Bulk sends are available to users subscribed to the Greminders business plan; you’ll have to request access to the feature. Bulk sends are intended to automate communications […]
Listen to our CEO discuss Fintech, Productivity and the Future of AI and Automations on the PayPod Payments & Fintech Show Podcast: Enjoy!
Strategic Partnership Aims to Streamline Operations and Boost Efficiency for over 10,000 Financial Professionals Los Angeles, CA – June 10, 2024 — GReminders, a leading provider of online scheduling and process automation technology, has announced a strategic partnership with Osaic, one of the nation’s largest providers of wealth management solutions. This collaboration aims to bring […]
We have all been guilty of forgetting to do the things we need to remember to do. With more competition for our attention than ever before, simple tasks like waking up on time, paying bills and taking medication can easily fall by the wayside. In 2024 there are endless “solutions” to this problem. But few […]
WealthManagement.com published the results of a shocking survey conducted by YCharts in February 2024. The survey indicated more than half of advisory clients either left their financial advisor or considered leaving their advisor in 2023. In fact, they were so shocked by the results that they conducted the survey a second time and confirmed the […]
In the client management world, effective communication is the cornerstone of success. Enter GReminders, the trusted ally for appointment scheduling and reminders. But hold on—there’s a twist! GReminders has just released a VERY big update to one of its features and it’s all about how to streamline client communications. If you’re an existing user, you may have utilized […]
In the dynamic world of online appointment scheduling and business management, GReminders has emerged as a beacon of reliability and excellence. The recent recognition by G2, a leading peer-to-peer review site, is a testament to our platform’s unwavering commitment to our users. GReminders has been honored with multiple awards, each underscoring a unique aspect of […]
When someone fails to show up for their meeting, they have wasted your time and ultimately cost you money. If you scheduled the appointment for someone else in your office and the prospect or client didn’t show, it can reflect negatively on you, regardless of who’s really at fault. GReminders automated reminders will reduce the […]
Introducing GReminders’ Chrome/Edge Extension. What is It? Its a companion “app” that resides in your Chrome and Edge Browser (other browser support is coming), that allows you access to quick actions. We call it the GR Sidebar. As you know, GReminders tries to be a “background” application, which generally, once setup, just works in the […]
