This is a feature is currently for Redtail, Wealthbox and Salesforce CRM Users only. For Hubspot users, we pull from the Time Zone set in the contact record. Note: for non CRM Integrations please see this article. Do you conduct remote meetings with individuals outside your area? Send reminders to your clients based on their […]
If you have multiple appointments for the same person on the same day or the same week, it may be a bit much to send them a reminder for each appointment. Maybe you have 3-5 appointments for the same customer or patient in the next few days and want to remind them of all of […]
Companies and Organizations with multiple users on their GReminders account may wish to standardize the messaging their clients receive. Depending on your industry and company affiliation, client communications may require approval by your compliance department. GReminders has implemented ways to manage and deploy reminder templates for your department or entire organization. Admins and Managers in […]
Microsoft already does a good job at Categorizing Events via Outlook. Google took a different approach, and does this using Color Coding. GReminders now supports syncing of Google “Categories” via Color Coding. So if you have an event in your Google Calendar like this: GReminders will see it as: Which then means that if you […]
Whether you use GReminders automated scheduling or manually schedule appointments directly on Redtail Calendar you have options on how invites are sent to your Redtail contacts. Using GReminders Automated Scheduling While setting up your Event Type Templates, under Invite Details, there is an option that allows you to decide how to handle event invites. By […]
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 […]
If you are using GReminders for scheduling and have integrated your Zoom account, and set it as an available location for a meeting, we will attach a unique Zoom link to the meeting if the client selects that location. If you’re scheduling a Zoom meeting manually on your calendar and you want to send SMS […]
A template is what tells the system what you want sent to your client and at what time. Looking at your home page of GReminders, you will find client reminders under “Reminders” on the menu on the left. This is where individual users will access their reminder templates. For accounts with multiple users who wish […]
Introducing GReminders’ Chrome/Edge Extension. What is It? Its a companion “app” that resides in your Chrome and Edge Browser (other browser support is coming), that allows you access to quick actions. We call it the GR Sidebar. As you know, GReminders tries to be a “background” application, which generally, once setup, just works in the […]
Automating meeting summary sharing is essential for streamlining post-meeting workflows while ensuring that sensitive recordings are restricted to authorized staff members. In this article we will explore how to manually or automatically share Notetaker records to the right people. Sharing Internally Manually On the Notetaker Page you can manually share the recording to other Users […]
