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 […]
When you send text reminders or email reminders to clients for upcoming appointments, you may wish to include detailed information to ensure the nature of the appointment is understood, who the meeting is with, and even where the appointment is scheduled to take place. GReminders’ new advanced criteria feature offers you greater options and flexibility […]
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 […]
If you run a small business, ensuring that your staff shows up and on time is critical to keep your operation running smoothly. If you have younger generations on your staff, likely they generally prefer communicating via text message. They would also likely prefer text messages over phone calls or emails. So, to that end, […]
If you use Pipedrive to keep yourself on track with leads and deals, integrate with GReminders to automate the process of sending SMS reminders to your Pipedrive contacts. When you integrate Pipedrive with GReminders, you’ll have the ability to: Integrating Pipedrive with GReminders To setup GReminders integration with Pipedrive, begin by selecting Setup, then Integrations […]
Getting started with GReminders is SUPER simple. 1) If your administrator has already setup an Account on GReminders, to join this account all you need to do is accept the invite that you were sent, and log in with the email that the invite was sent to. 2) You will see the following authentication screens. […]
Would you like to send automated Reschedule and Cancellation Notifications to clients? Be sure your clients understand exactly when meetings will take place, especially when they have been rescheduled, and confirm with clients when appointments are canceled. It’s easy to automate the entire process by setting up Client Reminder Templates in GReminders. No more forgetful […]
