{"id":11600,"date":"2026-06-08T21:59:18","date_gmt":"2026-06-08T21:59:18","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=11600"},"modified":"2026-06-08T21:59:20","modified_gmt":"2026-06-08T21:59:20","slug":"scheduling-and-meeting-prep-inside-wealthbox","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/scheduling-and-meeting-prep-inside-wealthbox\/","title":{"rendered":"Scheduling and Meeting Prep Inside Wealthbox"},"content":{"rendered":"\n

Managing a busy advisory practice requires seamless coordination. To eliminate the friction of switching between tabs, GReminders now inside Wealthbox using the GReminders Sidebar Chrome and Edge Extension<\/a>. <\/p>\n\n\n\n

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Install GR Sidebar<\/a><\/div>\n<\/div>\n\n\n\n

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Wealthbox users can now access advanced scheduling tools and AI-driven meeting preparation directly in their browser alongside their CRM data. Here is a breakdown of how it works:<\/p>\n\n\n\n

On the Calendar<\/h2>\n\n\n\n

On the Wealtbox Calendar page you will see a new button called Share Booking Link. This will allow you to pull up your GReminders Event Types or any other Users within your Organization. You can also book a One Off Meeting, Share Time Slots and Single Use Links from here.<\/p>\n\n\n\n

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Once you click on Share Booking Link, you will see all your Event Types, etc…<\/p>\n\n\n\n

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On the Household or Contact Record<\/h2>\n\n\n\n
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Schedule Button<\/h2>\n\n\n\n

One-on-One Booking Links<\/h3>\n\n\n\n

The One on One<\/strong> tab in the sidebar houses all of your customized meeting templates\u2014whether you are hosting a prospect demo, an annual financial review, or a new customer onboarding session.<\/p>\n\n\n\n