Email & Phone Mapping
Emil & Phone Mapping allows you to determine from where we will retrieve: You can also configure options to use with contact matching.
GReminders Custom Fields
Purpose and Use Cases Custom fields provide a centralized way to manage properties at different levels of your organization. You can insert these as fields into event types, reminder templates, event titles, descriptions, and more. Updates made in one place automatically propagate everywhere the field is used. This eliminates repetitive manual edits when your organization […]
Sending Email from Your Mailbox
You can choose to send an email from GReminders OR from your own Mailbox. By default all mail is sent from our domain greminders.com and replies are forwarded to you. Sending from your Mailbox If you want mail to sent from your mailbox the first thing you need to do is make sure you have […]
Labels vs Values – Custom Fields
Fields that “control” the input of a client are very useful. They normalize the data in our records and allow us to find value in analytics and various reporting. Let’s take a look at a simple example. Let’s say we want to track the “Source” of a lead or a booking. Where did the lead […]
Not Seeing your “Other Calendars” from Office 365 in GReminders? Here is the fix
If you are an Office 365 Outlook Calendar user and do not see your other Calendars here is what you need to do. Normally you would go to MANAGE CALENDARS where you manage/add Calendars GReminders has access to: Perhaps you are expecting to see more calendars that you should have access to. There could be […]
Manage Calendars
You can connect calendars to GReminders under Manage Calendars. Indicate which calendars you wish to: That’s it! Any questions? Please email [email protected] Happy Scheduling!
GReminders Team Event Types
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 […]
Sending SMS Reminders to Zoom Event Registrants
As you may know, GReminders supports the Zoom integration. Here you can allow your customers to automatically book a Zoom meeting or Zoom Webinar with you. GReminders parses your existing appointments and meetings from your Google or Microsoft Calendar and automatically pulls out the Zoom Join link for your customers, which you can then use […]
The Meeting Life Cycle
GReminders: A single solution for the meeting lifecycle Meetings begin with scheduling and offering multiple ways for prospects and clients to get on your calendar. The GReminders sidebar extension is just a click away and offers a variety of ways to share meeting links, schedule for clients, or create one-off events on the fly for […]
Adding Another Google Calendar to your Account
Adding another person’s Google Calendar to your existing Gmail Account GReminders, SMS Appointment Reminder system, allows you to send reminders from your calendars and calendars shared to you. If you want to connect someone else’s calendar to your GReminders Account via this shared calendar mechanism, here is how you do that. First, you will […]