GReminders integrates directly with Wealthbox CRM and allows you to: Send Personalized SMS Reminders to Wealthbox Contacts Writeback Reminders as Notes Against Wealthbox Contacts Create New Contact Records in Wealthbox when New Contacts Schedule with You To start your free trial of GReminders and integrate to Wealthbox, follow the steps below. The entire setup process […]
GReminders is the only Automated Scheduling & Reminders Application with a Direct Integration with Redtail! View the Webinar above to learn about GReminders integration with Redtail CRM and Calendar. The webinar will provide an overview of how to: Set up the Redtail integration Set up Automated Scheduling for Individuals & Teams Setup Client Reminders Setup […]
GReminders isn’t your typical scheduling/reminder application. We understand how specific data related to events scheduled on your team’s calendars can tell you a lot about the health of your company. Are there too many internal meetings being scheduled and too few client demos? Who in your organization is scheduling the most meetings? When you use […]
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, […]
When you create events on your Google, Outlook, or Redtail calendars, event details, including date, time, location, invitees and event description are imported into GReminders so that our system can send your clients reminders of their upcoming meetings. In the past, we retained this data for approximately 1 year (which is the current default setting), […]
It’s been a big year for GReminders. We built the product for you, and you rewarded us with your patronage and lots of 5 star reviews! Thank you for your continued support. GReminder is top of the Momentum Grid for Appointment Scheduling, which we are very proud of, given the steep competition. This proves you […]
This is a feature is currently for Redtail, Wealthbox and Salesforce CRM Users only. For Hubspot users, we pull from the Time Zone set in the contact record. Note: for non CRM Integrations please see this article. Do you conduct remote meetings with individuals outside your area? Send reminders to your clients based on their […]
Event Types are great for Automated Scheduling. But what if you want to control your clients a bit more and only allow them to book once, and not have access to your schedule forever? Enter Single Use Event Type Links Simply go to your existing Event Types, click the chevron and click Single Use Link […]
Whether you use GReminders automated scheduling or manually schedule appointments directly on Redtail Calendar you have options on how invites are sent to your Redtail contacts. Using GReminders Automated Scheduling While setting up your Event Type Templates, under Invite Details, there is an option that allows you to decide how to handle event invites. By […]
Tips on setting up GReminders when integrated with Hubspot and using Hubspot Scheduling GReminders now integrates with Hubspot to send reminders to your clients as well as log the messages you send via GReminders back to Hubspot. Depending on your scheduling preferences, you can use GReminders’ booking links feature, or you can use Hubspot’s booking […]
