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 […]
GReminders ‘Meeting Category’ option does more than organize your event types – it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail’s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category. GReminders Meeting Category GReminders Meeting Category […]
GReminders partners with Intulse, the cloud-based VoIP phone system that grows with your business. This article takes you through who Intulse is, how GReminders integrates with their platform, and how to set up that integration. Who is Intulse? The main idea behind Intulse was sparked when the founders noticed that many businesses are stuck using old phone […]
Automation in Wealthbox is now made possible through GReminders events. Do you wish you could launch your Wealthbox workflows against specific meeting types? GReminders can now launch your workflow templates in Wealthbox depending on your event type criteria. Understanding Wealthbox Workflows Wealthbox workflows keep your team organized and processes streamlined but cannot launch automatically when […]
GReminders makes triggering Redtail Workflows easy. Typically, triggering workflows in Redtail consists of using Redtail’s built-in feature “Automations”; for some, building those out can be tricky. GReminders has the capability of launching one or more workflow templates in Redtail depending on your event type criteria WITHIN the GReminders platform. Read below to learn how! Understanding […]
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. […]
