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Account Teams, Multi Advisor Ownership, Dynamic Teams

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 […]

Teams Overview Video

Automated Team Scheduling with GReminders Greminders allows you to create automated scheduling for your team. All-Together Team Events You can set up all-together team events where Greminders will look for a time when all members of the team are available for scheduling. Round-Robin Team Events Round-robin team scheduling is typically used for first-time appointments.