this video will show you how your clients can book an appointment with gotomeeting directly on your calendar eliminating all the back and forth you normally go through g reminders is a service that works with your google or microsoft calendar let’s get after it from the g reminders home screen you’re going to want […]
This video will go over how to set up GReminder so that your clients can schedule meetings directly on your calendar with a google meet automatically added. To set up your schedule you’re going to want to click your initials or picture in the upper right hand corner of our home page. Next you’ll click […]
GReminders can be used to easily remind your staff, team, contractors, or employees using sms or text reminders to show up to scheduled meetings. There are a few ways that this can be done, you can simply put your staff’s phone number in the event on your calendar and it will send them a reminder […]
In this video I’m going to show you how to set up keywords keywords are used as a sort of shortcut. Let’s say that you have an internal group of employees that you want to send reminders to on a regular basis. Rather than having to enter each one of their phone numbers into the […]
Welcome to Greminders! In this video, we’ll discuss sharing your scheduling link. If you use automated scheduling, making sure your scheduling link is readily available to clients is key. From the Share My Links screen, you can access your online scheduling calendar. From this page, your clients can choose from multiple event types, such as […]
GReminders is compatible with Microsoft Office 365 and Outlook. It lets you send appointment reminders to your clients and customers and also allows them to book meetings with you directly. GReminders can be used with your Microsoft Outlook calendar or your Office 365 calendar. First thing you want to do is click login and then […]
Thank you, everybody, for joining us. I am with GReminders. My name is Xeaira Burkett, and I am the Partner Relationship Manager. For those who don’t know, GReminders is the only automated scheduling and reminders platform built for advisors. We directly integrate with the biggest CRMs in the financial sphere. Today, I’m delighted to introduce […]
Thank you for trying GReminders the following is a quick overview of our software to help you get started. Let’s start with your Google or Outlook calendar where you keep your schedule you can see the same appointments that are on your calendar are on the main screen of GReminders. To get to this screen […]
Greminders client automations are designed to put your client notifications and review scheduling on autopilot. To start using client automations, click on Bulk Sends under the Management menu. Bulk sends are available to users subscribed to the Greminders business plan; you’ll have to request access to the feature. Bulk sends are intended to automate communications […]
You can set up custom questions to use during scheduling. Let’s take a look at one that’s already set up: In your event type templates, under Form Questions, select Add a Question. Under Pre-existing Questions, select a custom question that you would like to use for this event type. It will be added to the […]