You can manage reminder templates for your entire team under the Management menu. Let’s start with a new client reminder template: When a user under a selected profile clicks on Client Reminders, the reminder template set up under Management is available. You can lock sections of the template or allow users to make changes.
Event Type Routing Event type routing is used when you would like to route an invitee to schedule with the best possible member of your team. Let’s take a look at an example: In this routing form setup, we’ll determine if the person’s scheduling has previously met with someone in our organization and would like […]
Automated Team Scheduling with GReminders Greminders allows you to create automated scheduling for your team. All-Together Team Events You can set up all-together team events where Greminders will look for a time when all members of the team are available for scheduling. Round-Robin Team Events Round-robin team scheduling is typically used for first-time appointments.
If you keep your contacts in Google Contacts or Outlook, you can link GReminders for contact matching. This will allow you to automatically look up a contact’s mobile phone number for SMS reminders. If you integrate GReminders with a CRM, you will use the CRM for this purpose.
Look and Feel Allows individual users with admin permission to control the look of their scheduling page. You can: The “Add to Home Screen” pop-up is checked by default, allowing mobile phone users who schedule with you to add a link to your booking page to the home screen of their smartphone.
Host settings allow you to:
Under Working Hours, set up your default working hours to be used for your availability during scheduling. You can set up specific times you’re available for each day of the week, for example, you may wish to automatically block your lunch hour. You can set up multiple working hours, maybe you have multiple locations with […]
If you select event types and you see existing events with a managed badge, these events were set up by the administrator on your account and are ready to use. Let’s set up an event from scratch. You can set up one-on-one events, group events, Round Robin, and altogether team events. We’ll set up a […]
Copy the link under “Share my link” to invite people to visit your scheduling page hosted on GReminders. A video is available to help you understand where and how to share the link.
Personal reminders can be set up to send reminders or notifications to you or specific people on your team when criteria are met. In this example, when the words “wills” and “trusts” are detected in the event description, an email is sent to an estate planning attorney, letting her know about the meeting and inviting […]