Video conferencing software has become the most vital component of any successful and productive team. The Zoom plugin for Outlook allows people to collaborate and meet “face-to-face” when they can not meet in person. Zoom humanizes remote meetings, which is essential when making users feel connected and engaged. In recent years, Zoom has exploded as […]
Do you use HubSpot for your CRM? Manage all your contacts and activity in one place? Want to send SMS or Email Reminders for your Meetings in Google Calendar or Outlook? You have come to the right place. Here we discuss how GReminders uses HubSpot to send SMS/Email Reminders to eliminate your No Shows, and […]
We have compiled a library of appointment reminder templates you may wish to use while setting up your reminders. A sample message appears just above the actual template. Copy and paste the text, complete with custom fields, into your reminder template and make any minor changes that will help you customize the appointment reminder for […]
The first thing you’re going to want to do is click this “Sign in with Google.” You’re going to choose which account you would like to set up—you may have multiple accounts—and then you’re going to just allow a few permissions. This will allow our system to access your calendar in order to send your […]
A GReminders Administrator can manage reminder templates for the entire team under Setup menu at the top right of the page. Let’s start with a new client reminder template: When an assigned user clicks on Client Reminders, the reminder template is available. You can lock sections of the template or allow users to make changes.
You may encounter GReminders asking for more Email permissions when either logging in or connecting your Office 365 or Google Calendar. We have introduced new functionality to create further efficiencies for you. They are as follows: In most cases you will approve the new permissions and continue on. Office 365 Admins In some cases Office […]
Zapier is a “low code” workflow automation platform. There are thousands of applications and services you can stitch together to create integrations. Here are a few examples of using Zapier with GReminders: Ok, lets get started. 2. For the App Event select Webhooks 3. For the Event select Catch Hook. We want Zapier to listen […]
