Do you use GReminders to automate scheduling of appointments? Do you send your clients to the Public Scheduling Pages? GReminders now supports Custom Thank you Pages. This means that after your client or customer books an appointment, they can be automatically redirected to a Custom Thank you Page. To take advantage of this go to […]
GReminders supports a bunch of different team formats. 1:1 Meetings, All Together (multiple participants), Round Robin (pick one person from the group). Introducing 2x Round Robin. This is useful for when you have 2 groups of people and you need 1 person from each group to attend. Go to Teams > New Event Type and […]
Welcome to Greminders team scheduling! In this video, we’ll discuss what team scheduling is and how to set it up. Team scheduling includes random round-robin scheduling of several team members, great for initial meetings, customer support, or service calls. You can allocate each member of the team equally or specify which team members should get […]
GReminders is great for One on One online scheduling, but what if you want to schedule a One to Many Event, such as a Class, Training, Webinar, or other Group Event? Introducing Group Events in GReminders Group Events work similarly to One on One Event Types, but allow for multiple people to schedule the same […]
In GReminders, Event Types are customizable templates that define how appointments or meetings are scheduled, structured, and managed within the platform. They allow users to automate scheduling, set specific rules, and tailor the booking experience for clients. Event Types integrate with Google, Outlook, or Redtail calendars and support features like reminders, buffers, and custom questions […]
Users should be selective about which meetings the notetaker joins to ensure it is used where it provides the most value. While automatic note-taking can save time and capture important details, not every meeting requires transcription or summaries. Enabling the notetaker for client calls, discovery meetings, or important internal discussions can help preserve key insights […]
Public booking pages for financial advisors often require disclosure language to meet regulatory and compliance requirements. Because a scheduling page can be considered a form of marketing or client communication, regulators such as the U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority may require advisors to clearly identify their firm, include appropriate disclaimers, […]
Agencybloc AMS+ is a very popular CRM used by Health Insurance Agencies. GReminders is now integrated with AgencyBloc for purposes of Writing AI Notes and Tasks back to Individual Records. Getting Connected First you need an API Key from AgencyBloc. Contact AgencyBloc support and ask for your API SID and API Key. Once you have […]
