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, […]
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 […]
Custom Contact Roles in Wealthbox As a business expands, the challenge of effective communication within the team grows. Smaller advisory firms benefit from their simplicity, maintaining clear lines of communication due to their limited size. However, as businesses scale and the workforce increases, it becomes imperative to enhance communication and delineate responsibilities. One approach for […]
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 […]
