Sending Text Reminders with Salesforce
Reduce your No Show Rate on your Salesforce Meetings by sending Text or SMS Reminders prior to your Salesforce Leads or Contacts.
Category: Knowledgebase
Sending Text Reminders with HubSpot
hubspot is a great crm for sales and marketing if you schedule meetings with hubspot and you want to send text reminders to your prospects and clients it’s really easy to do you’ve got to link to your google or outlook office 365 calendar so if you haven’t done that click on the cog wheel […]
Send SMS / Text Reminders for your Zoom Meetings
in this video we will go over how to send out zoom links in your reminders our system is set up to look for the link in your events but it is much easier if you add the zoom extension to your calendar you can do a simple web search on how to do this […]
Automatic Appointment Scheduling using Zoom
this video will show you how your clients can book an appointment with zoom directly onto your calendar eliminating all the back and forth you normally go through g reminders can be connected to multiple types of web conferencing providers in order to connect your zoom account to g reminders you will want to click […]
Automatic Appointment Scheduling using GoToMeeting
this video will show you how your clients can book an appointment with gotomeeting directly on your calendar eliminating all the back and forth you normally go through g reminders is a service that works with your google or microsoft calendar let’s get after it from the g reminders home screen you’re going to want […]
Automatic Appointment Scheduling using Google Meet or Google Hangout
This video will go over how to set up GReminder so that your clients can schedule meetings directly on your calendar with a google meet automatically added. To set up your schedule you’re going to want to click your initials or picture in the upper right hand corner of our home page. Next you’ll click […]
Using Keywords
In this video I’m going to show you how to set up keywords keywords are used as a sort of shortcut. Let’s say that you have an internal group of employees that you want to send reminders to on a regular basis. Rather than having to enter each one of their phone numbers into the […]
Client Automation Puts Your Scheduling on Auto-Pilot
GReminders Client Automations Guide Overview GReminders client automations are designed to put your client notifications and review scheduling on autopilot. Getting Started Setting Up Automations Example Setup: Ongoing Automation Monitoring Automations Put your client notifications and scheduling on autopilot with client automations from GReminders.
Sharing Your Scheduling Calendar Link
Welcome to Greminders! In this video, we’ll discuss sharing your scheduling link. If you use automated scheduling, making sure your scheduling link is readily available to clients is key. From the Share My Links screen, you can access your online scheduling calendar. From this page, your clients can choose from multiple event types, such as […]
Using and Setting up Teams
Welcome to Greminders team scheduling! In this video, we’ll discuss what team scheduling is and how to set it up. Team scheduling includes random round-robin scheduling of several team members, great for initial meetings, customer support, or service calls. You can allocate each member of the team equally or specify which team members should get […]