GReminders Logo
  • Scheduling
  • Automations
  • Reminders
  • AI Notetaker
  • How To Videos
  • Articles
  • For
    Financial AdvisorsAccountants & CPAsAttorneys & LegalSalesTherapists
  • How It Works
    Booking Appointments Automations Sending Reminders AI Notetaker
    How To Videos Articles
  • Pricing
  • About
    Get a Demo Upcoming Events Contact Us Support Security
    About Us Customers Partners In the News Careers
  • Try It Free
  • Login

General Settings

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

Under Org Settings are general settings, which allow administrators on the account to control settings for the entire organization. For example, the admin can override notification settings, specifying specific phone numbers or email addresses to receive notifications. Other basic settings can also be determined for the organization here.

Continue Reading
Administration / Org Settings

Billing Overview

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

Select the right plan and packages for your needs under Billing. You can also cancel and delete your account here. Once you purchase, you’ll see information about your current plan above. You can also update your billing details and view invoices.

Continue Reading
Billing

Advanced

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

Advanced options allow you to determine from where we will retrieve: You can also configure options to use with contact matching.

Continue Reading
Administration / Org Settings

Discount Codes

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

Discount codes are used when you integrate Greminders with a payment service. Several options are available, and you should refer to our help articles to learn more.

Continue Reading
Administration / Org Settings

Opt Out

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

Create your own opt-out phone or email blacklist, or create specific keywords to blacklist certain events from receiving reminders.

Continue Reading
Administration / Org Settings

Keywords

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

You can use keywords and events on your calendar to trigger specific reminders to groups of individuals. View the video on this page to learn more.

Continue Reading
Administration / Org Settings

Country Support

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

Greminders supports many countries. Begin by reading the information at the top of the page. Select the countries you’ll be texting to; your pricing may change to reflect higher SMS rates in some countries. Contact support at greminders.com to learn more.

Continue Reading
Administration / Org Settings

Phone Number

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

Users on our Pro or Business plans can select a dedicated number from which all text or voice call reminders will originate. We’re often asked if we can use an existing number, and unfortunately, this is considered spoofing and is prohibited by our carriers.

Continue Reading
Administration / Org Settings

Look & Feel (Organization Level)

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

You can set up the default look of your scheduling and routing pages for your organization under Look and Feel. This includes: Select Override User Color Settings to define specific colors for your organization’s scheduling pages.

Continue Reading
Brand / Look & Feel Administration / Org Settings

Integrations

Posted on October 29, 2024October 30, 2024 by Sarah Mitchell

You’ll have many integrations to select from under the Integration menu, including: Once integrated, the integration setup will rise to the top of the list.

Continue Reading
Administration / Org Settings

Posts navigation

Older Posts
Newer Posts
Categories
  • Accountants & CPAs
  • Financial Advisors
  • General
  • How To
  • In the News
  • Sales Professionals
  • Therapists
  • Use Cases & Interviews
Most Recent Articles
  • Advisor Tech Talk (Week of 7/7/25)
  • GReminders and Advisor CRM announce AI-related updates
  • Osaic talks to GReminders: The Future of AI in Financial Services
  • GReminders Brings Leading-Edge AI Notetaker and SMS Reminders to Over 11,000 Osaic Financial Professionals
  • Data Classification in Wealthbox CRM: Best Practices for Financial Advisors
  • GReminders’ Arnulf Hsu on AI-Powered Meeting Management for Financial Advisors
  • Join AI Notetaker to your Existing Phone Calls
Want to Eliminate No Shows? Try GReminders today for Free
Try It Free Today!
Subscribe to Our Newsletter
Copyright © GReminders 2025
Privacy Policy Terms of Use
GReminders is not affiliated with GoogleTM
Made with in California
Industries
  • Financial Advisors
  • Accountants & CPAs
  • Attorneys & Legal
  • Recruiters & HR
  • Therapists
  • Sales
Integrations
  • Google Calendar
  • Outlook / Microsoft 365
  • Microsoft Exchange
  • Redtail
  • Wealthbox
  • Pipedrive
  • Zoom Meeting Scheduler
  • GoToMeeting
  • Cisco Webex Meetings
  • Google Meet
  • Microsoft Teams / Skype
  • HubSpot
  • Salesforce
  • Salesloft
  • ActiveCampaign
  • Stripe
  • Zapier
Country Support
  • United States
  • Canada
  • Australia
  • United Kingdom
  • Denmark
  • France
  • Ireland
  • Italy
  • Mexico
  • New Zealand
  • Poland
  • Singapore
  • South Africa
  • Spain
  • Switzerland
  • View All Countries
Resources
  • SMS Appointment Reminders
  • Automated Scheduling
  • Operations on Auto Pilot
  • SMS Reminders
  • AI Notetaker
  • Text Reminders for Appointments
  • Reminder Emails
  • Appointment Confirmation Text
  • How To
  • Pricing
  • HIPAA
  • Compare with Others
  • Search Knowledge Base
  • Support
  • API Documentation
  • System Status
About
  • Upcoming Events
  • Contact Us
  • Support
  • About Us
  • Customers
  • Partners
  • Press Releases
  • Security
  • Careers
  • YouTube
  • X
  • Facebook
  • LinkedIn

  • Appointment Reminders