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 […]
Users may be allowed by the administrator to set up their own client reminders. If you see the managed badge, the reminder template was set up by your administrator and is ready to use. Or, you may have set up a reminder template when you started your trial. Before setting up any additional templates, let’s […]
You can connect calendars to GRemindersunder Manage Calendars. Indicate which calendars you wish to: Indicate if the calendar is the primary.It will be used to schedule team events on.
Nitrogen (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. A common use case is for prospects to book a New Intro Meeting via GReminders, and then you want to send a Nitrogen Risk Questionnaire to that Prospect so you are informed about their Portfolio prior […]
