When creating events in Google or Outlook you have the option of marking Events as “Private” In Google it looks like this: In Outlook it looks like this: Now, what does this do? IF you are sharing your calendar with others within your organization and you give them permissions to view all of your events, […]
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), […]
Event Types are great for Automated Scheduling. But what if you want to control your clients a bit more and only allow them to book once, and not have access to your schedule forever? Enter Single Use Event Type Links Simply go to your existing Event Types, click the chevron and click Single Use Link […]
Tips on setting up GReminders when integrated with Hubspot and using Hubspot Scheduling GReminders now integrates with Hubspot to send reminders to your clients as well as log the messages you send via GReminders back to Hubspot. Depending on your scheduling preferences, you can use GReminders’ booking links feature, or you can use Hubspot’s booking […]
Meeting Types have multiple purposes: they can offer high visibility into the performance of your organization AND can be used for Notification Purposes. We will explore all the uses here. Your organization has lots of meetings both internally and with clients and customers. Are you tracking these meetings? Do you know the productivity of your […]
When you allow your clients to book time on your calendar you have a variety of options. One is the ability to add an artificial buffer POST meeting or appointment to give you some breathing room before the next appointment is scheduled or booked. GReminders works off of “Event Types” for public bookings. Each Event […]
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 […]
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 […]
Let me start out by saying Spam is a complicated topic. In case you were wondering what Ham is, “Ham” is considered not spam / a valid message. Often times we get asked why an SMS or Email ends up getting flagged as spam. Let us try to dive into some of the reasons for […]
If you use Pipedrive to keep yourself on track with leads and deals, integrate with GReminders to automate the process of sending SMS reminders to your Pipedrive contacts. When you integrate Pipedrive with GReminders, you’ll have the ability to: Send SMS and Email Reminders to Pipedrive contacts Writeback reminders as notes in Pipedrive Add New […]
