Look & Feel (Organization Level)
You can set up the default look of your scheduling and routing pages for your organization under Look and Feel. This includes:
Discount Codes
Discount codes are used when you integrate GReminders with a payment service. Discount Codes can be accessed by Global Administrators by going to Setup and under Advanced you will see the section titled Discount Codes. Several options are available, and you should refer to our help articles to learn more.
General Settings
Under Setup are general settings, which allow administrators on the account to control settings for the entire organization. For example, the admin can override notification settings, specifying specific phone numbers or email addresses to receive notifications. Other basic settings can also be determined for the organization here.
Restrict Access to Your Calendar Events in GReminders
Administrators on your GReminders account can access each user’s account in order to help with setting up the program. If you do not wish to allow personnel with administrative access on your account to view your calendar events, it is possible to hide them. #1 Hiding Your Events at the User Level If you are […]
Applying Licenses
GReminders has different licenses for different use cases. When you purchase Scheduling or Notetaker Unlimited License(s) you will decide who those licenses should be assigned to. To apply these Licenses you need to be an Administrator. Go to Setup > Users From here you can apply licenses at the user level, or use the checkboxes […]
Profiles Overview
Administrators can set up profiles for the account. This is where permissions and access to features for each profile are determined. After setting up a profile, they can be assigned to users on the account.
Profiles & Users & Groups
Profiles are a set of users who share similar “Functions”. Profiles control which Features and Permissions those users have access to in GReminders. Think of them as “Permission Profiles” or “Security Profiles”. Profiles allow you to easily apply permissions and functionality to a number of users with just a few clicks. You can think of […]
AI Knowledge Feature
Best Practices for More Accurate, Context-Aware AI Outputs The Knowledge feature in GReminders is designed to give your AI the context it needs to operate like your firm – not a generic model. Instead of relying on assumptions, the AI uses what you define here to generate more accurate, consistent, and tailored outputs across meeting […]
GReminders in Q1 2026: A Quarter of AI That Works Harder for You
As we close out the first quarter of 2026, we want to take a moment to reflect – What a start to the year it’s been! We shipped over 30 releases this quarter. We deepened our roots with the advisor community through major conferences and webinars. And we published survey results that confirmed what so […]
Dark Mode
Some folks really like “Dark Mode” which is a black background instead of white. This sometimes helps with screen fatigue. Since GReminders doesn’t currently have a native “Dark Mode” toggle, we highly recommend using the Dark Reader Chrome extension. Here’s why it’s our top choice and how you can set it up to make your […]