Would you like to personalize your appointment reminders? Would you like to see your clients’ names when they confirm appointments? When you use GReminders automated scheduling for individual or group events, or if you integrate GReminders with Salesforce, Hubspot, SalesLoft, or other CRMs, individualized meeting participant data are now available to use with GReminders SMS […]
Do you use SalesLoft to manage your contacts? If so, GReminders has made it simple to send SMS reminders from SalesLoft and import new contacts into SalesLoft from GReminders online scheduling. Now, you can be sure your prospects and clients will show up for their appointments! GReminders integrates directly with SalesLoft (we don’t use a […]
Salesforce is a robust and full-featured CRM for sales teams. GReminders is the setup and forget SMS reminder app that integrates with Google and Outlook Calendars. Together, these applications will help you meet with more prospects and clients by reducing your no-shows and automating your scheduling. In this article, we’ll discuss how you integrate GReminders […]
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 […]
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 […]
