If you have multiple “Owners” / Account Teams / Advisors of a Account / Household and you want to schedule a meeting with all or some of those Advisors/Owners this article is for you. GReminders already supports 1:1 event types and “Fixed” Teams. But if you have “Dynamic Teams” which is to say, different clients […]
When you use GReminders automated scheduling, you can control exactly when clients are able to book appointments with you and have a predictable schedule every day of the week. Let’s say your typical appointment lasts approximately 90 minutes and you would like to have 30 minutes between appointments to make notes and prepare for your […]
When your clients book meetings with you you can either use the Standard GReminders Thank you Page or you can redirect them to your own Custom Thank You Page. This article show you how you can customize the base Standard GReminders Thank you page with additional information. You must have Administrator Permissions for this, and […]
Want users to agree to Terms & Conditions before they book a meeting with you? Using the System Disclosure Field Note: GReminders has System Level Disclosure Field. Use this when you only need informational disclosures. Read Here. Using Custom Terms & Conditions If you need custom Terms and Conditions, read below Go to Org Settings […]
This video will go over how to set up Greminders so that your clients can schedule meetings directly on your calendar to set up your schedule. You’re going to want to click your initials or picture in the upper right hand corner of the home page next you will click on event types. Please note […]
When creating events in Google or Outlook you have the option of marking Events as “Private” In Google it looks like this: In Outlook it looks like this: Now, what does this do? IF you are sharing your calendar with others within your organization and you give them permissions to view all of your events, […]
GReminders automated online scheduling is an excellent way to allow prospective clients and customers to schedule with you. You can create custom questions and map the answers to CRMs like Redtail, Salesforce, Salesloft and HubSpot. Since a unique variable is created when you create a custom question, you can use the answers in your reminders. […]
GReminders lets you have your customers confirm Appointments by either replying YES to your SMS Text Reminder notifications or using the Confirmation Links. But what if your customer calls in or is on the phone with you and just confirms the appointment? How will you tell the system that they did this? Now you can, […]
Event Types are normally used for various types meetings that allow you to book One on One or for Teams. Typically you are sharing your Booking link in your Email Signature or through other channels such as on your website, social, etc… If, on this booking page, you want to offer links to other forms […]
If you need to book multiple appointments at the same time on your calendar, GReminders automated scheduling offers a double booking scheduling option. Whether you’re in a business with an extremely high no-show rate or you can conduct multiple meetings simultaneously, you can now allow overlapping bookings on your Google or Outlook / Office 365 […]
