GReminders offers a host of Automated Scheduling Event Types, including 1:1, Group/Class Event Types, Team Event Types, Round Robin, All Together, and more… Introducing Recurring Event Types. This means you can let your clients book: Daily Recurring Appointments Daily on certain Weekdays, every Tuesday/Thursday for example Weekly BiWeekly Monthly Every Quarter Every 2 Months etc…. […]
Want users to agree to Terms & Conditions or agree to some Disclosures before they book a meeting with you? Here is how you set that up. Go to Org Settings > Custom Questions. We want to create 2 new custom fields. One is a “Paragraph” or Text Block that will contain your T&Cs text, […]
If you use GReminders to allow your Customers to book a meeting with you OR you use GReminders Text Reminders to remind your customers to show up to an appointment or do some sort of follow-up notifications via SMS or Text, you will be sharing Public Links. Currently, all Public Links by default come from […]
Administrators on your GReminders account can access each user’s account in order to help with setting up the program. If you do not wish to allow personnel with administrative access on your account to view your calendar events, it is possible to hide them. #1 Hiding Your Events at the User Level If you are […]
When sending SMS and Text Messages via a 3rd party provider such as GReminders, the phone number the message comes from is important. Because 3rd party systems cannot “impersonate” or “spoof” your own mobile number, GReminders sends from a Pool of numbers it owns, OR you can get your dedicated number. Read more here. This […]
Custom Fields In the past, GReminders exclusively supported custom questions/fields at the “Event Type” level, facilitating the collection of information from clients who made bookings through GReminders and enabling the ability to map to CRM Fields. GReminders now offers the capability not only to write Custom Fields and Questions at the “Event Type” level but […]
GReminders ‘Meeting Category’ option does more than organize your event types – it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail’s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category. GReminders Meeting Category GReminders Meeting Category […]
GReminders makes triggering Redtail Workflows easy. Typically, triggering workflows in Redtail consists of using Redtail’s built-in feature “Automations”; for some, building those out can be tricky. GReminders has the capability of launching one or more workflow templates in Redtail depending on your event type criteria WITHIN the GReminders platform. Read below to learn how! Understanding […]
By default, GReminders has “Default Working Hours” which can be found here: When creating Event Types or when specifying users on Team Event Types these are the “Default Working Hours” that we will be used to determine your availability. Of course, you can also use Advanced Availability instead of just M-F 9a-5p, and be more […]
Do you give your clients a choice to meet with you in person or on Zoom? You may have thought you would have to set up multiple reminder templates depending on their choice of locations, but GReminders makes it simple to use a single reminder template for both situations. Setting up the Choice of How […]
