Use GReminders Appointment Reminder Software for Pre-Sales

Appointment Reminder Software

Using GRreminders’ Advanced Custom Criteria feature, appointment reminder software becomes a powerful tool that you can use to educate new clients prior to their initial meeting with you.

Imagine new clients sitting down to meet with you for the first time who are already “sold” on your company’s products and services. Providing detailed information prior to their appointments goes a long way in accomplishing this goal while, at the same time, reminding them of their appointments.

GReminders’ advanced criteria with conditional logic can automate the entire process for you. Although you can implement the technique while manually scheduling new clients, we will use automated online scheduling to achieve the desired results in this article.

Setting up the Event Type

Set Up Event Type

When setting up your event type, under “Questions you want to ask prior to Scheduling”, add two custom questions:

  1. A question about the reasons for their visit with checkboxes
  2. An inquiry seeking permission to send information

Next, you will need to set up reminder templates that will accomplish everything automatically.

Setting up Reminder Templates

Setting up Reminders

Use at least two Custom Criteria per reminder template, one that indicates which product or service was selected and another that includes the permission to send info. You may also include a Custom Criteria that includes “Event Title contains the words or phrase…” if you have multiple event types.

The number of reminders created depends on how many possible “Discussion” choices your new client can choose. The initial reminder illustrated above will be sent a day after the appointment is scheduled.

In addition to the information link, remember to include the time and day of the appointment as well.

Additional Reminder

Additional reminders can be scheduled prior to the upcoming appointment.  

Since our system was designed not to send multiple reminders simultaneously, use an exact time to stagger reminders.

Online Scheduling Calendar

Set up Event with Custom Questions

When your new clients schedule their appointments and select what they wish to discuss along with permission to send info, your appointment reminder software now becomes a powerful pre-sales tool.

If you have any questions, please don’t hesitate to reach out to us at [email protected].

If you are not currently using GReminders, click on the link below to try it for free. Then sign up for a one-on-one call with a customer success representative to help you get the most out of your trial.

Happy scheduling!

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