Yes, I know, nobody likes change, especially when it comes to User Interfaces. Last Time Tesla changed the UI I couldn’t even figure out how to turn on the Radio. But like all things that are in a constant state of growth we need to step back every year or two and ask if things […]
GReminders seamlessly integrates with your Redtail Contacts, empowering you to search and target specific contact lists with precision. This integration is a cornerstone of our Automation (Bulk Send) feature, enabling tasks such as sending automatic Birthday and Anniversary messages, streamlining your client review invitation process, and more. (Click here to learn more about this process) […]
Data Classification in any CRM is HIGHLY underrated! Here we will discuss the nuances of data classification in Redtail CRM specifically around Activity Types, Activity Categories, Contact UDFs, and Tag Groups. Three Reasons to Classify Data This best practice guide delves into effective classification strategies that help YOU get more out of your systems you […]
Looking back on 2024, GReminders has had an extraordinary year filled with remarkable achievements and innovations. From a fresh new look and expanded CRM integrations to earning prestigious industry recognition, introducing cutting-edge capabilities, and growing our talented team, we’ve made significant strides in enhancing our platform and serving our valued users. Join us in celebrating […]
this video will show you how your clients can book an appointment with gotomeeting directly on your calendar eliminating all the back and forth you normally go through g reminders is a service that works with your google or microsoft calendar let’s get after it from the g reminders home screen you’re going to want […]
GReminders can be used to easily remind your staff, team, contractors, or employees using sms or text reminders to show up to scheduled meetings. There are a few ways that this can be done, you can simply put your staff’s phone number in the event on your calendar and it will send them a reminder […]
Welcome to Greminders! In this video, we’ll discuss sharing your scheduling link. If you use automated scheduling, making sure your scheduling link is readily available to clients is key. From the Share My Links screen, you can access your online scheduling calendar. From this page, your clients can choose from multiple event types, such as […]
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 […]
You can set up custom questions to use during scheduling. Let’s take a look at one that’s already set up: In your event type templates, under Form Questions, select Add a Question. Under Pre-existing Questions, select a custom question that you would like to use for this event type. It will be added to the […]
