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 […]
GReminders is a great way to automate SMS, Email or Phone reminder or follow up notifications to your Clients. The system also has a very advanced Content Template mechanism built on the Liquid Templating Library. (Thank you Shopify, they were the creators of the initial library, we all build on the shoulders of Giants) Recently […]
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 […]
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, […]
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 […]
GReminders is a great way to remind your customers via SMS or Email about an upcoming appointment. If you want to attach a file to these client notifications you have a few options. Traditional “file attachments” on emails are not supported, but we do live in a modern world where there are many other file […]
Jotform is an awesome and popular Tool that lets you build custom forms of any kind. Simple, complex, conditional, etc… We are fans! Popular use cases include Client Intake Forms, Surveys, Feedback from your Customers, Scheduling Interviews, Job Applications, etc….. A common use case is to put Jotform in FRONT of a GReminders Scheduling Form. […]
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 […]
If you are using GReminders Booking and Scheduling links and you have a database or form that precedes the booking form, you can pass in parameters into the GReminders booking system to PREFILL the form for your customers. For example: When you link OR embed the booking form into your website, you can pre pass […]
When creating Reminder Templates you have the ability to use fine grained criteria to control when and what notifications you send to your Customers and Clients. Below you will find an explanation of what some of the criteria “Operators” mean: Operator Meaning Examples contains the word or phrase Will match “words” or “phrase”. DO NOT […]
