Create Pre-Screening Questions with Online Scheduling

UPDATE: See GReminders Routing Forms for Native Routing functionality If you have prospective clients scheduling with you using GReminders automated online scheduling, you may have wondered how you can funnel prospects with explicit needs to specific individuals in your company. GReminders includes Round-Robin team scheduling that allows clients to book with the first available team […]

Mapping Questions to Your CRM During Online Scheduling

If you use Redtail, Wealthbox, HubSpot, Salesloft, ActiveCampaign or Salesforce as your CRM, you can now map custom questions asked during online scheduling with corresponding fields in your CRM. Important customer data is added to your CRM during scheduling and can be used in your appointment reminders. Keep reading to understand how to set up […]