GReminders Client Automations Guide Overview GReminders client automations are designed to put your client notifications and review scheduling on autopilot. Getting Started Setting Up Automations Example Setup: Ongoing Automation Monitoring Automations
Users on our Pro or Business plans can select a dedicated number from which all text or voice call reminders will originate. We’re often asked if we can use an existing number, and unfortunately, this is considered spoofing and is prohibited by our carriers.
Greminders supports many countries. Begin by reading the information at the top of the page. Select the countries you’ll be texting to; your pricing may change to reflect higher SMS rates in some countries. If you select more than one Country (other than US or Canada) you MUST prefix your phone numbers with the proper […]
The Keyword Solution You can use keywords and events on your calendar to trigger specific reminders to groups of individuals. Keywords allow you to map specific phone numbers or emails to a simple word. If GReminders sees that word in your Event Title, it automatically fires off a notification to the person mapped to it. […]
Create your own opt-out phone or email blacklist, or create specific keywords to blacklist certain events from receiving reminders. Email and Domain Blacklist When an email address or an entire domain is added to this list: SMS and Phone Blacklist For SMS communications, the platform adheres to standard Support for SMS Opt-Out Keywords (such as […]
Emil & Phone Mapping allows you to determine from where we will retrieve: You can also configure options to use with contact matching.
Purpose and Use Cases Custom fields provide a centralized way to manage properties at different levels of your organization. You can insert these as fields into event types, reminder templates, event titles, descriptions, and more. Updates made in one place automatically propagate everywhere the field is used. This eliminates repetitive manual edits when your organization […]
You can choose to send an email from GReminders OR from your own Mailbox. By default all mail is sent from our domain greminders.com and replies are forwarded to you. Sending from your Mailbox If you want mail to sent from your mailbox the first thing you need to do is make sure you have […]
Fields that “control” the input of a client are very useful. They normalize the data in our records and allow us to find value in analytics and various reporting. Let’s take a look at a simple example. Let’s say we want to track the “Source” of a lead or a booking. Where did the lead […]
If you are an Office 365 Outlook Calendar user and do not see your other Calendars here is what you need to do. Normally you would go to MANAGE CALENDARS where you manage/add Calendars GReminders has access to: Perhaps you are expecting to see more calendars that you should have access to. There could be […]
