Custom Fields in Wealthbox Custom fields in Wealthbox are indispensable tools for financial advisors, serving as a critical component in their quest to provide tailored and highly personalized services to clients. These fields offer advisors the capacity to organize, categorize, and segment client data in a way that aligns precisely with their unique business needs. […]
Want users to agree to Terms & Conditions or agree to some Disclosures before they book a meeting with you? Here is how you set that up. Go to Org Settings > Custom Questions. We want to create 2 new custom fields. One is a “Paragraph” or Text Block that will contain your T&Cs text, […]
If you’re in the financial advisory business, you understand the value of staying ahead of the curve when it comes to technology and tools that can enhance your services and streamline your operations. That’s where the partnership between GReminders and ProAdvisorSuite comes into play. In this article, we’ll take a deep dive into what ProAdvisorSuite […]
If you use GReminders to allow your Customers to book a meeting with you OR you use GReminders Text Reminders to remind your customers to show up to an appointment or do some sort of follow-up notifications via SMS or Text, you will be sharing Public Links. Currently, all Public Links by default come from […]
Custom Contact Roles in Wealthbox As a business expands, the challenge of effective communication within the team grows. Smaller advisory firms benefit from their simplicity, maintaining clear lines of communication due to their limited size. However, as businesses scale and the workforce increases, it becomes imperative to enhance communication and delineate responsibilities. One approach for […]
Administrators on your GReminders account can access each user’s account in order to help with setting up the program. If you do not wish to allow personnel with administrative access on your account to view your calendar events, it is possible to hide them. #1 Hiding Your Events at the User Level If you are […]
When sending SMS and Text Messages via a 3rd party provider such as GReminders, the phone number the message comes from is important. Because 3rd party systems cannot “impersonate” or “spoof” your own mobile number, GReminders sends from a Pool of numbers it owns, OR you can get your dedicated number. Read more here. This […]
Custom Fields In the past, GReminders exclusively supported custom questions/fields at the “Event Type” level, facilitating the collection of information from clients who made bookings through GReminders and enabling the ability to map to CRM Fields. GReminders now offers the capability not only to write Custom Fields and Questions at the “Event Type” level but […]
In the dynamic and ever-evolving realm of financial advising, no two scenarios are identical. The financial advisory landscape is characterized by perpetual change and occasional disruptions. However, a steadfast constant in this field is the imperative to foster robust client relationships. The methods may shift and adapt, but at the heart of financial advising lies […]
GReminders ‘Meeting Category’ option does more than organize your event types – it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail’s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category. GReminders Meeting Category GReminders Meeting Category […]
