Why Advisors choose GReminders over Calendly
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6 Reasons GReminders is better than Calendly
Works WITH ALL your Meetings
GReminders works with ALL your appointments, Calendly only works with the appointments book through Calendly.
Using Calendly, only appointments scheduled through their online calendar trigger their workflows. This means that when you put anything directly on your Google or Outlook calendar, it will not trigger reminders. This can limit your options and complicate client scheduling.
GReminders, on the other hand, allows appointments to be booked directly on your Google or Outlook calendar or you can use automated online scheduling or both. The reminders you have scheduled to go out to clients will still be sent, regardless of how the appointment is booked.
This can come in especially handy when using Keywords that represent a group of individuals. For example, if you created the Keyword “Staff” and placed “Staff Meeting” on your calendar, your entire staff would automatically receive a reminder message to attend. Can you imagine having to ask your staff to log onto your calendar page and book a staff meeting with you?
Some of our clients utilize this feature to communicate with their entire remote workforce several times a day.
HIPAA & FINRA Compliant
GReminders is HIPAA Compliant, Calendly is not.
GReminders offers businesses in the Healthcare and Social Assistance industries, HIPAA Compliance with a Business Associate Agreement (BAA). This is included, without an additional charge, when you sign up for our Pro Plan.
Calendly only offers individualized onboarding and training for its large, enterprise clients, everyone else is limited to email or chat support.
Powerful Reminders
GReminders schedules your appointments AND makes sure your customers show up, Calendly schedules your appointments.
Calendly prides itself as an online scheduling platform and it's clear that scheduling appointments are what they focus on.
GReminders offers most of the same online scheduling features as Calendly (see the feature list below), but our philosophy is that a booked appointment is only as good as the client that shows up.
So we have developed one of the most powerful reminder systems available. We utilize expandable conditional formatting, an open-source templating library that allows for unique situations (like providing an arrival window instead of an exact time). We even have our own built-in Link Shortener to keep text messages short and succinct.
The feature list goes on and on.
Better Support
GReminders offers US based Support for Everyone, Calendly only for Enterprise Plans
GReminders offers free, individualized system setup for all users, in fact, we encourage trial users to take advantage of this as it's a way to get up and running quickly and understand exactly how our software can help increase productivity.
Our experts meet daily with individuals from a wide spectrum of business types and can pass hints on how others like you are using our software successfully.
Better Integrations
Because of the strength of our integrated system, an appointment scheduled with you can actually put multiple "gears" in motion, so the ultimate appointment is a success.
This is accomplished by our robust reminder system that can gather information from your booking event and then connect with multiple individuals, including clients, staff, vendors, and even transcription bots, to make sure that all the tools you need are ready when you are.
Add to this our unparalleled support, and you have the perfect application to increase productivity and help you succeed.
Better Value
Save 50% right from the Start!
Calendly does not provide the ability to automate reminders of any type for users of their Basic plan or even their Premium plan. That means a high likelihood of No Shows!
GReminders provides automated reminders for all of our plans, including our free plan, as we believe this feature is critical for appointment-based businesses.
Calendly’s Pro Plan and GReminders' Standard Plans are similarly priced for single users, but as you begin to add additional users, you’ll start saving significantly with GReminders.
Ezra Group Integration Score Comparison
The Ezra Group Integration Score measures how well a platform connects with other tools, giving you a clear benchmark when comparing competitors and evaluating workflow efficiency.
What Do Customers Say
Loved by Our Users
Saves us so much time scheduling clients. Not only does it allow clients to schedule themselves, but with our booking calendar linked directly to new client intake forms, the advisors walk into every meeting prepared. It’s been a huge time saver for staff and speeds up the onboarding process of new clients.
Gavin F - Financial Advisor
Boston, MA
We have gotten great feedback from our clients on how easy the system is to use. We have also seen an improvement in our attempts to schedule with difficult to reach clients.
Jamie Hanson, BFA - Founding Partner
Akamai Investment Advisors SC
I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.
Olivia J. Rice
Emerald City Fiduciary Group
The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.
Madelyn Marks
Elite Income Advisors
Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.
Geryl Winterowd - COO
Guardian Financial Wealth
That is quite robust software.
Robert Rafano, CFP - Principal
Financial Foundation Services
The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?
Ronda Warner - VP Operations
Park Edge Advisors LLC
This is like phenomenal, GReminders has been great for my business.It has helped with our workflow. I'm able to send the email out for the annual reviews. How easy is that. It's so easy.
San Juanita Murphy - Advisor
360 Financial
We appreciate GReminders and the ease of use, and how it connects to our contact management system. Links perfectly, no mistakes, no issues, it's been wonderful to use and seamless.
Julie Zemke - Director
Magnetic North Advisors
Giant leap forward in functionality vs. our previous booking app. GReminders high level of functionality and its configurability allowed us to fully align the application with our sales and delivery processes.
Dan Garrett - Strategy/Tech
SRG Financial Advisors
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris Morrill - Director
Frandsen Morrill Advisors
GReminders is by far the best product in our tech stack.
Russell Telfer
Bridges Wealth Management
I was so impressed how it blew all the competitors away, that I set out to do everything I could to help them become an approved Osaic vendor. It's simple, it integrates with the important tools financial advisors use, and it saves advisors a significant amount of time and money. You can stop looking for the best online scheduling tool, you have found it.
Jerry Boda - CFP
Boda Financial
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
Vivien Enders - AAMS, CRPS
Modern Strategy Investments
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