If you have forms you would like your clients to fill out prior to meeting with you, GReminders has a solution to help you expedite the process. When your clients book an appointment with you using your GReminders online appointment scheduling calendar, you can pass their information to 3rd party forms, like Google Forms. Prepopulating […]
Whether you use GReminders automated scheduling or manually schedule appointments directly on Redtail Calendar you have options on how invites are sent to your Redtail contacts. Using GReminders Automated Scheduling While setting up your Event Type Templates, under Invite Details, there is an option that allows you to decide how to handle event invites. By […]
If you are using GReminders for scheduling and have integrated your Zoom account, and set it as an available location for a meeting, we will attach a unique Zoom link to the meeting if the client selects that location. If you’re scheduling a Zoom meeting manually on your calendar and you want to send SMS […]
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 their reminder templates. For accounts with multiple users who wish […]
Introducing GReminders’ Chrome/Edge Extension. What is It? Its a companion “app” that resides in your Chrome and Edge Browser (other browser support is coming), that allows you access to quick actions. We call it the GR Sidebar. As you know, GReminders tries to be a “background” application, which generally, once setup, just works in the […]
Automating meeting summary sharing is essential for streamlining post-meeting workflows while ensuring that sensitive recordings are restricted to authorized staff members. In this article we will explore how to manually or automatically share Notetaker records to the right people. Sharing Internally Manually On the Notetaker Page you can manually share the recording to other Users […]
So you want to track Contact “Sources” in Redtail. Marketing Attribution is a complicated topic and there are many ways to achieve tracking. UTM field tracking is one way, popular for the Google Analytics Folks. Using other tracking codes via Google Analytics, Hubspot or Marketing Automation tools works well too. But if you are a […]
The following information should not be used as a substitute for legal advice. Congress passed the Telephone Consumer Protection Act in 1991 in response to citizen complaints about unsolicited phone calls from marketers. They later expanded the act to include SMS text messages. The act has been interpreted many different ways, so we won’t endeavor […]
Your Data is your Data. If you no longer need GReminders you can delete or cancel your account at any time without speaking with anyone. To do this go to SETUP > Billing and Scroll all the way down the screen. You should see this: Simply hit Delete Account. This will remove your account and […]
Introducing Seamless Integration: GReminders and PreciseFP Join Forces for Enhanced Client Engagement In the dynamic world of financial advisory services, efficiency and client interactions are paramount. Enter the groundbreaking integration between GReminders and PreciseFP—two powerful tools that have now joined hands to revolutionize how advisors engage with clients and prospects. On the GReminders Side: When […]
