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 Put your client notifications and scheduling on autopilot with client automations from GReminders.
Welcome to Greminders! In this video, we’ll discuss sharing your scheduling link. If you use automated scheduling, making sure your scheduling link is readily available to clients is key. From the Share My Links screen, you can access your online scheduling calendar. From this page, your clients can choose from multiple event types, such as […]
Welcome to Greminders team scheduling! In this video, we’ll discuss what team scheduling is and how to set it up. Team scheduling includes random round-robin scheduling of several team members, great for initial meetings, customer support, or service calls. You can allocate each member of the team equally or specify which team members should get […]
A template is what tells the system what you want sent to your client and at what time. Looking at your home page of GReminders, you will find client reminders under “Reminders” on the menu on the left. This is where individual users will access our reminder templates. For accounts with multiple users who wish […]
This video will go over how to set up Greminders so that your clients can schedule meetings directly on your calendar to set up your schedule. You’re going to want to click your initials or picture in the upper right hand corner of the home page next you will click on event types. Please note […]
GReminders is compatible with Microsoft Office 365 and Outlook. It lets you send appointment reminders to your clients and customers and also allows them to book meetings with you directly. GReminders can be used with your Microsoft Outlook calendar or your Office 365 calendar. First thing you want to do is click login and then […]
Thank you, everybody, for joining us. I am with GReminders. My name is Xeaira Burkett, and I am the Partner Relationship Manager. For those who don’t know, GReminders is the only automated scheduling and reminders platform built for advisors. We directly integrate with the biggest CRMs in the financial sphere. Today, I’m delighted to introduce […]
Greminders as a service designed exclusively for Google Calendar users, it lets you send appointment reminders to your clients and customers and also allows them to book meetings with you directly because Greminders is designed for Google you must be a Google Gmail user and use Google Calendar as your primary calendar. The first thing […]
Thank you for trying GReminders the following is a quick overview of our software to help you get started. Let’s start with your Google or Outlook calendar where you keep your schedule you can see the same appointments that are on your calendar are on the main screen of GReminders. To get to this screen […]
Greminders client automations are designed to put your client notifications and review scheduling on autopilot. To start using client automations, click on Bulk Sends under the Management menu. Bulk sends are available to users subscribed to the Greminders business plan; you’ll have to request access to the feature. Bulk sends are intended to automate communications […]