Client Automations – Put Your Scheduling on Auto Pilot

Greminders client automations are designed to put your client notifications and review scheduling on autopilot. To start using client automations, click on Bulk Sends under the Management menu. Bulk sends are available to users subscribed to the Greminders business plan; you’ll have to request access to the feature. Bulk sends are intended to automate communications […]

Users Overview

Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, enter from one to eight email addresses or contact support at Greminders.com for adding users at the Enterprise level. Indicate the profile you would like the user to inherit during sign-up. Administrators will […]