Help Center

Let your Customers Choose How They Want to Meet with You

When using GReminders for Automated Scheduling you may want to allow your customers the opportunity to select their preferred Meeting Method. Previously you could only offer a single location per Event Type. Introducing Multi Location Event Types. For example, if you want to offer both in-person OR virtual meetings (and let your customer decide on […]

Create Pre-Screening Questions with Online Scheduling and Congnito Forms

UPDATE: See GReminders Routing Forms for Native Routing functionality If you have prospective clients scheduling with you using GReminders automated online scheduling, you may have wondered how you can funnel prospects with explicit needs to specific individuals in your company. GReminders includes Round-Robin team scheduling that allows clients to book with the first available team […]

UTMs, Google Analytics, and How to Track Marketing Sources on your Scheduling Pages

Google Analytics (GA) is a free web analytics service provided by Google that allows website owners to track and analyze their website traffic. Google Analytics provides detailed information about visitors to a website, including their demographics, interests, behavior, and sources of traffic to the site. By integrating UTM codes with Google Analytics, website owners can […]

Automatic Appointment Scheduling using Zoom

Booking Zoom Meetings Without Back-and-ForthThis video demonstrates how your clients can book a Zoom appointment directly onto your calendar, eliminating the back-and-forth typically involved in scheduling. GReminders integrates with multiple web conferencing providers, allowing meetings to be automatically created and synced with your calendar. Connecting Zoom via My IntegrationsTo connect your Zoom account, click your […]

Scheduling Recurring Appointments

GReminders offers a host of Automated Scheduling Event Types, including 1:1, Group/Class Event Types, Team Event Types, Round Robin, All Together, and more… Introducing Recurring Event Types. This means you can let your clients book: Daily Recurring Appointments Daily on certain Weekdays, every Tuesday/Thursday for example Weekly BiWeekly Monthly Every Quarter Every 2 Months etc…. […]

Disclosures on Booking Pages

Public booking pages for financial advisors often require disclosure language to meet regulatory and compliance requirements. Because a scheduling page can be considered a form of marketing or client communication, regulators such as the U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority may require advisors to clearly identify their firm, include appropriate disclaimers, […]