Personalizing SMS Appointment Reminders with Your Client’s Name

If you use GReminders automated online scheduling, integrate GReminders with a CRM such as Salesforce, Hubspot, or SalesLoft, or use GReminders Contact Matching feature, read THIS ARTICLE on personalizing your reminders. We all know how important it can be to add a client’s name to any type of automated or mass correspondence, whether it’s a […]

Appointment Reminder Templates with Advanced Criteria

When you send text reminders or email reminders to clients for upcoming appointments, you may wish to include detailed information to ensure the nature of the appointment is understood, who the meeting is with, and even where the appointment is scheduled to take place. GReminders’ new advanced criteria feature offers you greater options and flexibility […]

Reschedule and Cancellation Notifications

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 […]

Send Outlook Reminders Based on Assigned Categories

Microsoft Outlook Calendar has many features that help you organize your schedule, including the ability to categorize your appointments. GReminders can help you optimize your reminders by sending SMS Outlook Reminders based on the categories you create. Common Uses of Categories How Outlook Calendar Categories Work When creating an event in Outlook Calendar, include your […]

Use Our Appointment Reminder App for Video Introductions

If people schedule appointments with you through an online calendar or an inside assistant, you may not have introduced yourself. Use GReminders’ appointment reminder app to include a quick video introduction your new prospect or client can view prior to your scheduled appointment. Start with a short video. It doesn’t have to be professional, in […]

GReminders Inside Redtail CRM Setup Guide

Overview The GReminders integration for Redtail CRM brings AI-powered meeting intelligence directly into your workflow. Once enabled, the AI Notetaker joins your calls in real time and makes smart suggestions — automatically generating meeting notes, creating contact entries, kicking off workflows, creating opportunities, and assigning tasks to the right team members within Redtail. Note: This […]