In GReminders, Event Types are customizable templates that define how appointments or meetings are scheduled, structured, and managed within the platform. They allow users to automate scheduling, set specific rules, and tailor the booking experience for clients. Event Types integrate with Google, Outlook, or Redtail calendars and support features like reminders, buffers, and custom questions […]
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.
When you allow your clients to book time on your calendar you have a variety of options. You can setup Pre Meeting Buffers and Post Meeting Buffers. The most common is Post Meeting Buffers which typically give you some breathing room before the next appointment is scheduled or booked. Post Meeting Buffers GReminders works off […]
If you do business with people in multiple timezone please read about Client Timezones or using CRM Contact Matching (use local Zip code) However if you ONLY do business in your own timezone this article is for you. Reminders When sending out reminders always send them in your local timezone (if ALL your customers are […]
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 […]
When using Automated Scheduling in GReminders you are in many cases opening up your schedule to allow your clients and prospects to book on your calendar. If you have certain clients or prospects that you want to block, you can now do so with the Opt Out Scheduling feature. You can also block free email […]
Going to a Conference or Trade Show? Want to meet folks there in a specific Time Zone? Let’s say you work in Chicago, but are heading to Los Angeles for an event that you want to allow your clients or prospects to book a meeting for. Here is how you do that. First, don’t block […]
If you are syncing your CRM Contacts back to GReminders, you can automatically book a meeting on behalf of your clients very easily with all the data automatically pre-populated for you. Navigate to the Contact Record. Go to Contacts > CRM Contacts and do a simple Search: Click on the Client or Household: Assuming the […]
Surge Scheduling is now often a common practice in Wealth Management where financial advisors concentrate client meetings into specific, intensive periods—typically a few weeks or months each year—rather than spreading them evenly throughout the year. These “surge” periods involve back-to-back client review meetings, often 3–6 per day, several days a week, to maximize efficiency. The […]
