GReminders is a great way to remind your customers via SMS or Email about an upcoming appointment. If you want to attach a file to these client notifications you have a few options. Traditional “file attachments” on emails are not supported, but we do live in a modern world where there are many other file […]
Would you like to have clients share documents or files with you prior to your scheduled meetings? Using Dropbox with GReminders’ scheduling app gives you this option. There are two ways you can use the Dropbox File Request feature with GReminders: 1) You can link directly to the Dropbox File Request feature when clients schedule […]
We have compiled a library of appointment reminder templates you may wish to use while setting up your reminders. A sample message appears just above the actual template. Copy and paste the text, complete with variables, into your reminder template and make any minor changes that will help you customize the appointment reminder for your […]
If you use GReminders for Automated Scheduling, you have the option of including the person who is booking with you on the ACTUAL Calendar Event. In most cases you will want to include the person, since this will automatically add it to your client’s calendar as well (regardless of which system they are using Google, […]
Sales Teams that require complex scheduling capabilities can count on GReminders Team Scheduling with Round-Robin and All-Together automated online scheduling to meet their needs. Initial Appointments with Prospects In the following example, we’ll use a Residential Solar Company with four sales representatives. The goal of the company, when it comes to prospective new customers, is […]
Today, GReminders has launched a new Major Release. It contains three major enhancements. New Look / New Interface Teams Client Reminders at the User Level (optional) Let’s walk through the enhancements. New Look We have added tons of features over the last 2 years. As with all things, when you keep adding stuff, rearrangement and […]
The location field in your Google or Outlook Calendar is very handy. It is best practice to use this field to represent WHERE the event will take place. This field should contain: A physical address (assuming you will meet in person) A Phone number (e.g. Jack will call you at XXX-XXX-XXXX) A Web Meeting Link […]
GReminders allows your clients and customers to book appointments with you directly via your Automated Scheduling / Booking Link. Each Event Type has its own availability settings, i.e. I am available between 9a-5p on Monday, Thursday, and Friday. But then the system will of course also make sure that there aren’t any conflicts with any […]
Jotform is an awesome and popular Tool that lets you build custom forms of any kind. Simple, complex, conditional, etc… We are fans! Popular use cases include Client Intake Forms, Surveys, Feedback from your Customers, Scheduling Interviews, Job Applications, etc….. A common use case is to put Jotform in FRONT of a GReminders Scheduling Form. […]
Want to use Automated Scheduling on a calendar that’s been shared with you in GReminders, but is restricted by “Read Only” permissions? Follow these steps to change the permissions so that GReminders can “Read & Write” to the calendar: Have the calendar owner go into his or her Google calendar and: 1. Click the 3 […]
