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 […]
Redtail CRM Integration Overview
Overview GReminders offers a direct, native integration with Redtail CRM, a leading customer relationship management platform tailored for financial advisors. This integration streamlines scheduling, reminder automation, and data syncing, allowing advisors to save time, reduce no-shows, and enhance client engagement. As a new hire at GReminders, understanding the integration settings is critical to assisting users […]
Locations Reimagined: Smarter Scheduling from the Start
We’ve made a meaningful upgrade to how Locations work in scheduling—treating them as a true first-class citizen in the booking experience. Location Comes First If an Event Type supports multiple locations, invitees now select the Location before choosing a date and time. This applies to both 1:1 and Team Event Types and ensures availability is […]
Using Redtail Activity Types During Scheduling
When you schedule appointments on the Redtail Calendar using GReminders automated scheduling, or you place events directly on your Redtail calendar, you may wish to indicate an Activity Type for each event. GReminders direct integration with Redtail can read Activity Types and not only determine scheduling availability, but trigger specific reminders based on your selection. […]
Mapping Questions to Your CRM During Online Scheduling
If you use Redtail, Wealthbox, HubSpot, Salesloft, ActiveCampaign or Salesforce as your CRM, you can now map custom fields asked during online scheduling with corresponding fields in your CRM. Important customer data is added to your CRM during scheduling and can be used in your appointment reminders. Keep reading to understand how to set up […]
Sharing Your Booking Links
GReminders makes it simple to share your scheduling links, allowing clients to book meetings effortlessly. This keeps your calendar full and your business growing. Below you’ll find step-by-step instructions for every method, including copying links, single-use links, QR codes, and more. 1. Using the Share My Link Page From the Share My Links screen in […]