If you are using GReminders’ booking links for your clients and prospects in conjunction with your HubSpot account, we have good news for you: GReminders now has the ability to launch your contact-based workflow templates in HubSpot based on your event types. Understanding HubSpot Workflows The workflows tool in HubSpot enhances your marketing efforts and […]
If you do business with people in multiple timezone please read about Client Timezones or using CRM Contact Matching (use local Zip code) However if you ONLY do business in your own timezone this article is for you. Reminders When sending out reminders always send them in your local timezone (if ALL your customers are […]
GReminders Reduces No Shows: it’s one of the core missions of the service. The platform does this quite well via a variety of notifications including SMS, Email and Voice Reminders. And we have heard from thousands of you that it makes a meaningful impact to reduce No Shows by up to 50% or more. All […]
GReminders supports Public Booking and Scheduling pages for your clients and customers to book on your Calendar. By default, if you link or share these booking pages on your website Google, Bing, and other search engines will try to index them and make them discoverable via Search. Often called “SEO” (Search Engine Optimization). If you […]
Activity Templates in Redtail and Their Limitations In the realm of Customer Relationship Management (CRM) systems, efficiency and automation play pivotal roles in streamlining workflows. However, users of the Redtail CRM have often grappled with a notable limitation— the inability to trigger Activity Templates automatically. This void in functionality has been a notable pain point […]
When using Automated Scheduling in GReminders you are in many cases opening up your schedule to allow your clients and prospects to book on your calendar. If you have certain clients or prospects that you want to block, you can now do so with the Opt Out Scheduling feature. You can also block free email […]
GReminders helps you stay compliant with tools that allow you to archive all of your SMS reminders, email reminders and even voice call reminders. This article will help you understand the differences between the tools we provide and the advantages of each. GReminders SMS Reminders vs SMS Messaging GReminders is reminder software that sends SMS […]
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…. […]
Custom Fields in Wealthbox Custom fields in Wealthbox are indispensable tools for financial advisors, serving as a critical component in their quest to provide tailored and highly personalized services to clients. These fields offer advisors the capacity to organize, categorize, and segment client data in a way that aligns precisely with their unique business needs. […]
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, […]
