Data Retention Options

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), […]

Best of 2022

It’s been a big year for GReminders.  We built the product for you, and you rewarded us with your patronage and lots of 5 star reviews!  Thank you for your continued support.    GReminder is top of the Momentum Grid for Appointment Scheduling, which we are very proud of, given the steep competition.  This proves you […]

Using Redtail Activity Types During Scheduling

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. […]

Create Pre-Screening Questions with Online Scheduling

Update: See GReminders Routing Forms for Native Routing functionality If you have prospective clients scheduling with you using GReminders automated online scheduling, you may have wondered how you can funnel prospects with explicit needs to specific individuals in your company. GReminders includes Round-Robin team scheduling that allows clients to book with the first available team […]

Scheduling Zoom Calls in Redtail

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 […]