Email & Phone Mapping
Emil & Phone Mapping allows you to determine from where we will retrieve: You can also configure options to use with contact matching.
Category: Knowledgebase
GReminders Custom Fields
Purpose and Use Cases Custom fields provide a centralized way to manage properties at different levels of your organization. You can insert these as fields into event types, reminder templates, event titles, descriptions, and more. Updates made in one place automatically propagate everywhere the field is used. This eliminates repetitive manual edits when your organization […]
Sending Email from Your Mailbox
You can choose to send an email from GReminders OR from your own Mailbox. By default all mail is sent from our domain greminders.com and replies are forwarded to you. Sending from your Mailbox If you want mail to sent from your mailbox the first thing you need to do is make sure you have […]
Labels vs Values – Custom Fields
Fields that “control” the input of a client are very useful. They normalize the data in our records and allow us to find value in analytics and various reporting. Let’s take a look at a simple example. Let’s say we want to track the “Source” of a lead or a booking. Where did the lead […]
Manage Calendars
You can connect calendars to GReminders under Manage Calendars. Indicate which calendars you wish to: That’s it! Any questions? Please email [email protected] Happy Scheduling!
GReminders Team Event Types
How to Set Up and Use Team Scheduling in GReminders Team scheduling in GReminders allows you to efficiently distribute meetings across multiple team members or coordinate the entire team. It’s ideal for initial client meetings, customer support, service calls, interviews, and more. GReminders offers several powerful team event variations to fit your needs: Team scheduling […]
Adding Another Google Calendar to your Account
Adding another person’s Google Calendar to your existing Gmail Account GReminders, SMS Appointment Reminder system, allows you to send reminders from your calendars and calendars shared to you. If you want to connect someone else’s calendar to your GReminders Account via this shared calendar mechanism, here is how you do that. First, you will […]
Google Calendar Limits
If you are using Google Calendar for high number of meeting bookings, be aware of limits in the Google Universe. Now, a high number really needs to be a high number like 25,000+ new calendar events in a short time period, or more than several thousand calendar invites in a short period. But the limits […]
GReminders Meeting Category and Redtail
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 […]
Add to Calendar Links (ICS)
If you are doing business with “Consumers” or Individuals, you may not be adding them to the actual Calendar Event or Invite. This is done for a variety of reasons. It may not be customary in your industry, you may include notes in the description that you do not want to share, the client or […]