GReminders automated online scheduling is an excellent way to allow prospective clients and customers to schedule with you. You can create custom questions and map the answers to CRMs like Redtail, Salesforce, Salesloft and HubSpot. Since a unique variable is created when you create a custom question, you can use the answers in your reminders. […]
GReminders lets you have your customers confirm Appointments by either replying YES to your SMS Text Reminder notifications or using the Confirmation Links. But what if your customer calls in or is on the phone with you and just confirms the appointment? How will you tell the system that they did this? Now you can, […]
Event Types are normally used for various types meetings that allow you to book One on One or for Teams. Typically you are sharing your Booking link in your Email Signature or through other channels such as on your website, social, etc… If, on this booking page, you want to offer links to other forms […]
If you need to book multiple appointments at the same time on your calendar, GReminders automated scheduling offers a double booking scheduling option. Whether you’re in a business with an extremely high no-show rate or you can conduct multiple meetings simultaneously, you can now allow overlapping bookings on your Google or Outlook / Office 365 […]
Introducing Advanced Availability Settings for Online Scheduling. We have made some material improvements to how you can customize your availability settings on Event Types. This includes: Multiple availability time ranges per weekday (on Mondays 8-11am, on Tues 9-10am and again 3-6pm, etc….) Setting specific Days that you are available (example: June 3rd 9-11am then 3-5pm, […]
GReminders allows your customers to easily book appointments with you via the Automated Scheduling feature. You setup different event types and send your client the link, they book with you. If you are a professional who charges for your services or time, you may want to take payment as part of this appointment. This is […]
If you are using AI Notetaker (you should, it will save you LOAD of time) and after the meeting the Summaries and Action Items are generated, we will recommend Workflows to be triggered by you. IF you are using a CRM with Workflows OR other Workflow Tools such as PreciseFP, etc… AI Notetaker will recommend […]
Introducing G Reminders Sidebar G Reminders now has an extension for Chrome and Edge browsers called the Sidebar. Once installed, it’s easy to open from the browser window. The Sidebar offers you quick access to G Reminders scheduling features without opening up the G Reminders app. Let’s take a look at how it can help […]
Booking Zoom Meetings Without Back-and-ForthThis video demonstrates how your clients can book a Zoom appointment directly onto your calendar, eliminating the back-and-forth typically involved in scheduling. GReminders integrates with multiple web conferencing providers, allowing meetings to be automatically created and synced with your calendar. Connecting Zoom via My IntegrationsTo connect your Zoom account, click your […]
Background For financial advisors, maintaining robust client relationships and ensuring financial plans stay on track are essential goals. Annual reviews are a key component in achieving these objectives. However, the process of scheduling these reviews can be both time-consuming and tedious. This is where GReminders, when integrated with Salesforce, comes into play, automating and simplifying […]
