How to Set Up and Use Team Scheduling in GReminders Team scheduling in GReminders allows you to efficiently distribute meetings across multiple team members or coordinate the entire team. It’s ideal for initial client meetings, customer support, service calls, interviews, and more. GReminders offers several powerful team event variations to fit your needs: Team scheduling […]
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 […]
GReminders supports a bunch of different team formats. 1:1 Meetings, All Together (multiple participants), Round Robin (pick one person from the group). Introducing 2x Round Robin. This is useful for when you have 2 groups of people and you need 1 person from each group to attend. Go to Teams > New Event Type and […]
