Event Types are normally used for various types meetings that allow you to book One on One or for Teams. Typically you are sharing your Booking link in your Email Signature or through other channels such as on your website, social, etc… If, on this booking page, you want to offer links to other forms […]
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 now 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 […]
When scheduling a meeting, you often need a specific space, like a conference room, a dedicated office, or another area to host your gathering. These spaces are typically shared, meaning others may use them too, so reserving them in advance is essential. That’s where the Rooms & Resources feature comes in—a simple solution to secure […]
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 […]
When your clients book meetings with you you can either use the Standard GReminders Thank you Page or you can redirect them to your own Custom Thank You Page. This article show you how you can customize the base Standard GReminders Thank you page with additional information. You must have Administrator Permissions for this, and […]
If you have multiple “Owners” / Account Teams / Advisors of a Account / Household and you want to schedule a meeting with all or some of those Advisors/Owners this article is for you. GReminders already supports 1:1 event types and “Fixed” Teams. But if you have “Dynamic Teams” which is to say, different clients […]
