Managed event type templates allow you to set up standard event types and assign them to one or more profiles. You can set up managed one-on-one or group events. Setting up managed event type templates is very similar to setting up event types at the user level. The difference is that you can lock down […]
Event Type Routing Event type routing is used when you would like to route an invitee to schedule with the best possible member of your team. Let’s take a look at an example: In this routing form setup, we’ll determine if the person’s scheduling has previously met with someone in our organization and would like […]
Automated Team Scheduling with GReminders Greminders allows you to create automated scheduling for your team. All-Together Team Events You can set up all-together team events where Greminders will look for a time when all members of the team are available for scheduling. Round-Robin Team Events Round-robin team scheduling is typically used for first-time appointments.
If you keep your contacts in Google Contacts or Outlook, you can link GReminders for contact matching. This will allow you to automatically look up a contact’s mobile phone number for SMS reminders. If you integrate GReminders with a CRM, you will use the CRM for this purpose.
Look and Feel Allows individual users with admin permission to control the look of their scheduling page. You can: The “Add to Home Screen” pop-up is checked by default, allowing mobile phone users who schedule with you to add a link to your booking page to the home screen of their smartphone.
Copy the link under “Share my link” to invite people to visit your scheduling page hosted on GReminders. A video is available to help you understand where and how to share the link.
Personal Reminder Templates in GReminders Definition: Personal Reminder Templates are pre-configured message frameworks that define the content, timing, delivery method, and conditions for reminders sent to you, or your team members. They work on any calendar event (meetings, recurring tasks, bills, medication, wake-up calls, etc.). In the above video, an example is shown of a […]
Reminder Templates in GReminders Key Features: Setup Process Benefits Limitations Additional Notes
Nitrogen (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. A common use case is for prospects to book a New Intro Meeting via GReminders, and then you want to send a Nitrogen Risk Questionnaire to that Prospect so you are informed about their Portfolio prior […]
GReminders AI Notetaker can automatically join your Virtual Meetings when using Zoom, Microsoft Teams, Google Meet, GoToMeeting and Webex. If you use VOIP systems such as Intulse, Ring Central, Zoom Phone, etc., our AI Notetaker can transcribe your phone calls as well. What if Your Meetings are In-Person? GReminders AI Notetaker can also be used […]
