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GoTo Connect with GReminders AI Notetaker

Posted on November 15, 2024May 17, 2026 by Sarah Mitchell
GoTo Connect with GReminders AI Notetaker

If you use GoTo Connect as your VOIP or Telephone Provider, you can now push all your Inbound and Outbound calls through AI Notetaker. If you are using GoToMeeting, AI Notetaker is natively compatible with that and you do not need to do anything else. Benefits include: Read More about the Benefits of AI Notetaker […]

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AI Integrations

Zoom Phone with GReminders AI Notetaker

Posted on November 8, 2024January 22, 2026 by Sarah Mitchell
Zoom Phone with GReminders AI Notetaker

If you use Zoom Phone (VOIP) as your phone system, you can now get all the benefits of AI Notetaker with Zoom Phone Calls. Benefits include: Read More about the Benefits of AI Notetaker here. To Install To connect your Zoom Phone Account go to your Profile > Connected Services > and click on Zoom […]

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AI Integrations

Lesser-Known Wealthtech Features That Advisors Can Leverage

Posted on November 3, 2024November 3, 2024 by Sarah Mitchell
Lesser-Known Wealthtech Features That Advisors Can Leverage
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In the News

Financial Planning Magazine: GReminders on streamlining and shrinking the tech stack

Posted on November 3, 2024November 3, 2024 by Sarah Mitchell
Financial Planning Magazine: GReminders on streamlining and shrinking the tech stack
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In the News

GReminders API

Posted on October 30, 2024October 30, 2024 by Sarah Mitchell
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API & Website Embedding

Embed Scheduling into Your Website

Posted on October 30, 2024October 30, 2024 by Sarah Mitchell
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API & Website Embedding

Help with Variables

Posted on October 30, 2024October 30, 2024 by Sarah Mitchell
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Custom Fields

Sending Text Reminders with ActiveCampaign

Posted on October 30, 2024October 30, 2024 by Sarah Mitchell

Reduce your No Show Rate on your ActiveCampaign Meetings by sending Text or SMS Reminders prior to your ActiveCampaign Contacts.

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Other Integrations

Automatic Appointment Scheduling using GoToMeeting

Posted on October 30, 2024March 28, 2026 by Sarah Mitchell

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 […]

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General

Automatic Appointment Scheduling using Google Meet or Google Hangout

Posted on October 30, 2024October 30, 2024 by Sarah Mitchell

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 […]

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Scheduling Best Practice

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