A GReminders Administrator can manage reminder templates for the entire team under Setup menu at the top right of the page. Let’s start with a new client reminder template: When an assigned user clicks on Client Reminders, the reminder template is available. You can lock sections of the template or allow users to make changes.
You may encounter GReminders asking for more Email permissions when either logging in or connecting your Office 365 or Google Calendar. We have introduced new functionality to create further efficiencies for you. They are as follows: In most cases you will approve the new permissions and continue on. Office 365 Admins In some cases Office […]
Zapier is a “low code” workflow automation platform. There are thousands of applications and services you can stitch together to create integrations. Here are a few examples of using Zapier with GReminders: Ok, lets get started. 2. For the App Event select Webhooks 3. For the Event select Catch Hook. We want Zapier to listen […]
We have all been guilty of forgetting to do the things we need to remember to do. With more competition for our attention than ever before, simple tasks like waking up on time, paying bills and taking medication can easily fall by the wayside. In 2024 there are endless “solutions” to this problem. But few […]
In this video, we’ll discuss how to send reminders on shared calendar events. Sending text and email reminders on your own events is simple. Now learn how to send reminders on your colleagues events when they share their calendar with you. In GReminders, you can see your calendar in the list on the top left. […]
Once you’re in GReminders, choose Integrations from the main menu. Scroll down the list of available integrations until you find SalesLoft. Click on Setup, then Set Up Now. Authorize GReminders and SalesLoft to communicate with each other. When the integration is complete, you’ll have three options to choose from. Option number one is checked by […]
Reduce your No Show Rate on your Salesforce Meetings by sending Text or SMS Reminders prior to your Salesforce Leads or Contacts.
HubSpot is a great CRM for sales and marketing. If you schedule meetings with HubSpot and you want to send text reminders to your prospects and clients, it’s really easy to do. You’ve got to link to your Google or Outlook Office 365 calendar. So if you haven’t done that, click on the cog wheel […]
Google Analytics (GA) is a free web analytics service provided by Google that allows website owners to track and analyze their website traffic. Google Analytics provides detailed information about visitors to a website, including their demographics, interests, behavior, and sources of traffic to the site. By integrating UTM codes with Google Analytics, website owners can […]
GReminders supports Public Booking and Scheduling pages for your clients and customers to book on your Calendar. By default, if you link or share these booking pages on your website Google, Bing, and other search engines will try to index them and make them discoverable via Search. Often called “SEO” (Search Engine Optimization). If you […]
