Help Center
Calendars
- Manage Calendars
- Appointment Reminders and Shared Calendars
- Adding Users vs Sharing Calendars
- Adding Another Google Calendar to your Account
- Changing Permissions of Shared Google Calendars
- Seeing Confirmations in your Google or Microsoft Calendar
- Using Redtail Calendar With Outlook
- Problems Connecting to your Microsoft Teams Account?
- Allowing User Consent for Office 365 Connections
- Microsoft Exchange and Office 365 Service Accounts
- Google Calendar Limits
- Working with Multiple Calendar Accounts (or Adding Calendars)
- Osaic Smarsh Intermedia Calendar Connection
Reminders
Scheduling
- Event Types
- Working Hours
- Multiple Working Hours and Schedules
- Share My Link
- Host Settings
- Sharing Your Scheduling Calendar Link
- Client Automation Puts Your Scheduling on Auto-Pilot
- Single Use Event Type Links
- Scheduling Recurring Appointments
- Scheduling Buffers Explained
- Require Approval When a Client Reschedules
- Fixed Timezones and Timezone Ambiguity
- Create Pre-Screening Questions with Online Scheduling
- Post Schedule Questions for Online Scheduling
- Approve Events before Final Booking (Pre Screening)
- Double Booking Scheduling
- Manually Confirming / Declining an Appointment
- Pre Fill your Booking Forms from your Database
- How to Setup Specific Start Times
- Advanced Availability Settings
- Let Clients Book Appointments directly onto your Google Calendar
- Automatic Appointment Scheduling using Google Meet or Google Hangout
- Collect Payments on Event Types
- Add Terms & Conditions or Disclosures to your Scheduling Pages
- Block Emails or Domains from Scheduling
- To Index Booking Pages for SEO or Not?
- UTMs, Google Analytics, and How to Track Marketing Sources on your Scheduling Pages
- Automatic Appointment Scheduling using Zoom
- Automatic Appointment Scheduling using GoToMeeting
- Tracking No Shows
- Event Types that Redirect to Another Page
- Force a Fixed Time Zone for an Event Type
- Have Staff Schedule on the Client’s Behalf
- Conference Rooms & Resources
- Surge Scheduling
- Customize the “Standard” Scheduling Thank You Page
- Account Teams, Multi Advisor Ownership, Dynamic Teams
AI Notetaker
- AI Notetaker Setup Help Guide
- Push AI Notetaker Tasks and Notes to Your CRM
- Notetaker Troubleshooting
- AI Notetaker Templates
- Set Up Your Smartphone to Record In-Person Meetings Using AI Notetaker
- Ring Central with GReminders AI Notetaker
- Pre Meeting Briefs
- Zoom Phone with GReminders AI Notetaker
- Trigger AI Recommended Workflows Post Meeting
- GoTo Connect with GReminders AI Notetaker
- Ask Anything – AI Assistant
- AI Opportunity Recommendations
- AI Email Follow Up Templates
- Asana Integration
- Monday Integration
- Notion Integration
- Automate Email Follow Ups with AI
- Microsoft Teams VOIP Phone w/ AI Notetaker
- Make GReminders a Trusted App in Google Workspace
- Automate Meeting Summary Writebacks to CRM
- Task & Opportunity Recommendation Customization
- Manage Follow Up Activities
- Join AI Notetaker to your Existing Phone Calls
- Applying Notetaker Unlimited Licenses
- Mobile App (Android and iOS)
- Notetaker Focused View
- Document Intelligence
Brand / Look & Feel
Teams
Routing Forms
Managed Templates
Bulk Send
Reports
GR Sidebar / Browser Extension
Redtail Integration
- Using Redtail Calendar With Outlook
- Automated Scheduling and SMS Text Reminders for Redtail CRM and Redtail Calendar
- Redtail Integration When Using Redtail Calendar
- Redtail Integration Setup When You Use Google or Outlook Calendar
- Redtail Integration Webinar
- Scheduling Zoom Calls in Redtail
- Push AI Notetaker Tasks and Notes to Your CRM
- Using the Source Field in Redtail with GReminders
- Working with Redtail UDFs and Tag Groups
- Labels vs Values – Custom Fields
- Help Clients Follow You to Your New Firm
- Create Opportunities in Redtail and Wealthbox with GReminders
- Automating Activity Templates in Redtail
- Enhancing Efficiency with Custom Fields
- GReminders Meeting Category and Redtail
- Automate Workflows in Redtail CRM
- Route Clients to Servicing Advisor in Redtail
- Routing based on CRM Record Ownership
- Reschedule Appointments in Redtail Using GReminders
- Mapping to User Defined Fields in Redtail
- Archiving and e-Discovery of SMS, Email & Voice Reminders
- Sending Appointment Reminders in Your Client’s Time Zone (using Contact ZIP Code)
- Redtail Appointment Notifications
- Using Redtail Activity Types During Scheduling
- Mapping Questions to Your CRM During Online Scheduling
- Redtail Integration: GReminders vs Calendly
- Ask Anything – AI Assistant
- Have Staff Schedule on the Client’s Behalf
- Client Automation: Redtail Head of Households
- Account Teams, Multi Advisor Ownership, Dynamic Teams
Salesforce Integration
- Sending Text Reminders with Salesforce
- Salesforce Integration
- Can Salesforce Send Text Messages?
- Mapping Questions to Your CRM During Online Scheduling
- Push AI Notetaker Tasks and Notes to Your CRM
- Automating Annual Review Scheduling with GReminders and Salesforce
- Labels vs Values – Custom Fields
- Routing based on CRM Record Ownership
- Help Clients Follow You to Your New Firm
- Have Staff Schedule on the Client’s Behalf
- Salesforce Financial Services Cloud (FSC) Integration
- Adding Scheduling Links Inside your CRM
- Salesforce OAuth User Connection Issues
- Organization and User Level Connectors for CRM
- Account Teams, Multi Advisor Ownership, Dynamic Teams
Wealthbox Integration
- Wealthbox Integration Setup
- Mapping to Custom Fields in Wealthbox
- Routing to Custom Roles in Wealthbox
- Routing based on CRM Record Ownership
- Mapping Questions to Your CRM During Online Scheduling
- Create Opportunities in Redtail and Wealthbox with GReminders
- Labels vs Values – Custom Fields
- Push AI Notetaker Tasks and Notes to Your CRM
- Help Clients Follow You to Your New Firm
- Archiving and e-Discovery of SMS, Email & Voice Reminders
- Enhancing Efficiency with Custom Fields
- Automate your Wealthbox Workflows
- Sending Appointment Reminders in Your Client’s Time Zone (using Contact ZIP Code)
- Automated Scheduling and SMS Text Reminders for Wealthbox
- Ask Anything – AI Assistant
- Have Staff Schedule on the Client’s Behalf
- Data Classification in Wealthbox CRM: Best Practices for Financial Advisors
- Organization and User Level Connectors for CRM
- Account Teams, Multi Advisor Ownership, Dynamic Teams
Hubspot Integration
Other Integrations
- Share Nitrogen Riskalyze Links with Prospects
- Ring Central with GReminders AI Notetaker
- GReminders + PreciseFP Integration
- GReminders Integration Setup with Intulse
- Send SMS Reminders from Pipedrive
- Zapier & GReminders
- Jotform with GReminders
- Send SMS Reminders from SalesLoft
- Sending Text Reminders with Salesloft
- Send SMS Reminders from ActiveCampaign
- Sending Text Reminders with ActiveCampaign
- SmartOffice Integration
- SmartOffice Setup Connection Instructions
- Asana Integration
- Monday Integration
- Notion Integration
- Make GReminders a Trusted App in Google Workspace
- Email Permissions
- Adding Scheduling Links Inside your CRM
- Organization and User Level Connectors for CRM
- Hubly Integration
Administration / Org Settings
- General Settings
- Profiles Overview Video
- Profiles & Users & Groups
- Users Overview
- Adding Users to your Account
- Login as your Users / Manage Users
- Changing your Login Account
- Phone Number
- Custom Questions
- Labels vs Values – Custom Fields
- Advanced
- Discount Codes
- Opt Out
- Keywords
- Country Support
- Look & Feel (Organization Level)
- Restrict Access to Your Calendar Events in GReminders
- Integrations
- Signing in to an Existing GReminders Organization
- Allowing User Consent for Office 365 Connections
- Make GReminders a Trusted App in Google Workspace
- 2FA – Two Factor Authentication
Compliance, Archiving & Journaling
- Add Terms & Conditions or Disclosures to your Scheduling Pages
- BCC Tool for Archiving & e-Discovery
- Common Sense Compliance for Financial Advisors
- Data Retention Options
- Email Permissions
- GDPR Compliance
- HIPAA, BAAs, GReminders with Google and Microsoft Calendar
- Restrict Access to Your Calendar Events in GReminders
- TCPA & SMS with User Consent