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 […]
Do you meet with clients using Zoom or other online meeting applications? With GReminders’ Redtail & Zoom integrations, adding a Zoom link to your meetings using our online scheduling is all done for you automatically. If, however, you also schedule appointments manually on your Redtail calendar, and you wish to have a unique Zoom link […]
Let me start out by saying Spam is a complicated topic. In case you were wondering what Ham is, “Ham” is considered not spam / a valid message. Often times we get asked why an SMS or Email ends up getting flagged as spam. Let us try to dive into some of the reasons for […]
GReminders allows you to schedule follow-up reminders that trigger up to 3 years following an appointment. Using Follow-up reminders could help you grow your business in various ways. Reminding Clients to Schedule a Follow-up Appointment While meeting with a client, let them know that they’ll receive a text message with a link to your scheduling […]
If you use Pipedrive to keep yourself on track with leads and deals, integrate with GReminders to automate the process of sending SMS reminders to your Pipedrive contacts. When you integrate Pipedrive with GReminders, you’ll have the ability to: Send SMS and Email Reminders to Pipedrive contacts Writeback reminders as notes in Pipedrive Add New […]
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 […]
Learn more about the 5 best appointment reminder apps for your business We sifted through review after review of dozens of appointment reminder apps so you don’t have to. Here are the top 5 we found for sending SMS/text, email, and sometimes even voice reminders. GReminders GReminders is scheduling and reminder software that integrates directly […]
When you ask your prospects and clients to confirm their appointments with you, it’s great to get confirmation they plan to show-up, but there’s one more thing you can do to ensure your no-shows become a thing of the past – let them know you received their confirmation. Your affirmation of their confirmation will make […]
Fall 2022 G2 Grid Reports are out, and GReminders is recognized as a G2’s Best Online Appointment Software Winner. G2, the worlds top software review site, has recognized GReminders with 9 awards, including ranking GReminders #1 in Easiest to Use in the Online Appointment Scheduling Category – beating out large industry leaders such as Calendly […]
For Redtail Integration when using Google Calendar or Microsoft Outlook / Office 365 / Exchange as your primary calendar, Click Here. If you are a financial advisor who uses Redtail as your CRM, we have great news! GReminders integrates directly with Redtail to allow you to: Contents Setup Your Free Trial of GReminders If you […]
