Manage Calendars
You can connect calendars to GRemindersunder Manage Calendars. Indicate which calendars you wish to: Indicate if the calendar is the primary.It will be used to schedule team events on.
Category: Calendars
Adding Users vs Sharing Calendars
If you want to use GReminders to send SMS Reminders or Email Reminders or follow ups, often times you may want to do this for multiple people within your Organization. If this is the case you have 2 options: Add another User to your GReminders Account OR Have that other user SHARE their Calendar to […]
Adding Another Google Calendar to your Account
Adding another person’s Google Calendar to your existing Gmail Account GReminders, SMS Appointment Reminder system, allows you to send reminders from your calendars and calendars shared to you. If you want to connect someone else’s calendar to your GReminders Account via this shared calendar mechanism, here is how you do that. First, you will […]
Changing Permissions of Shared Google Calendars
Want to use Automated Scheduling on a calendar that’s been shared with you in GReminders, but is restricted by “Read Only” permissions? Follow these steps to change the permissions so that GReminders can “Read & Write” to the calendar: Have the calendar owner go into his or her Google calendar and: 1. Click the 3 […]
Seeing Confirmations in your Google or Microsoft Calendar
Part of sending Text Reminders is getting confirmations that your client or customer will show up to the appointment. By default, you are notified by Email (or SMS, depending on your settings) that your customer has confirmed. However, sometimes its nice to be able to see this at a glance within your Google or Microsoft […]
Using Redtail Calendar With Outlook
Redtail Calendar is the Calendar INSIDE the Redtail CRM. Each User of Redtail has a Calendar. It may seem like one calendar, but each person actually has their “Own Calendar”. Outlook is powered by Microsoft and can come in the form of Office 365 Calendar, Microsoft on Premise Exchange (Intermedia / Smarsh Mail, etc…). Using […]
Problems Connecting to your Microsoft Teams Account?
In certain cases, where Microsoft accounts are more locked down, you may have issues connecting directly with your Microsoft Teams Account. Normally, if you are already connected to your Microsoft Account via the Outlook Calendar Connection you should have access to use Microsoft Teams in your Location for Event Types. Please Note: Microsoft Teams is […]
Microsoft Exchange and Office 365 Service Accounts
If you are a large enterprise there is a high likelihood you are running Microsoft Exchange or have migrated to Microsoft’s Cloud Email offering Office 365. Many companies are still running Microsoft Exchange On Premise and haven’t moved to Azure or Office 365 yet. This article covers Service Accounts for BOTH Hosted/On Premise Exchange AND […]
Google Calendar Limits
If you are using Google Calendar for high number of meeting bookings, be aware of limits in the Google Universe. Now, a high number really needs to be a high number like 25,000+ new calendar events in a short time period, or more than several thousand calendar invites in a short period. But the limits […]
Working with Multiple Calendar Accounts (or Adding Calendars)
If you have multiple Email Accounts you can connect them all in GReminders A common situation is having a Work Email and Calendar, a Personal Email and Calendar, and perhaps even a Calendar for your Non Profit. They are on combinations of GMail, Outlook and/or Office 365. Now you can connect all your accounts to […]