How To Videos

The Meeting Life Cycle

GReminders provides all the tools you need during the entire "Life Cycle" of your meetings. From Scheduling and Launching Workflows, Appointment Reminders and AI Notetaking, to providing you with the summary and action items after the meeting. Cobbling together a group of apps isn't necessary. Everything you need is available in a single software program, GReminders.


Overview of GReminders

Get Started Today with SMS Reminders and Automate Your Scheduling


SMS Appointment Reminders with Google Calendar

Eliminate your No Shows with GReminders


Getting Started with GReminders Finance Templates

Get Started Today with Out of the Box Best Practice Templates for Financial Advisors


SMS Appointment Reminders with Outlook and Office 365

Eliminate your No Shows with GReminders


Let Clients Book Appointments directly onto your Google Calendar

Eliminate the Back and Forth of Scheduling


Appointment Reminder Templates

How to setup Different types of Appointment Reminders, Follow ups and Initial Booking Notifications


Using and Setting up Teams

Round Robin or All Together Teams


Sharing Your Scheduling Calendar Link

Make it easy for clients to schedule appointments with you by sharing your scheduling calendar link in your emails, on your website, on printed matter and even videos.


Client Automation Puts Your Scheduling on Auto-Pilot

Leverage your CRM Contacts and automate Important Notifications around various dates, such as Annual Reviews, Birthdays, Anniversaries, etc...


Using Keywords

Need to Remind yourself, your Staff, or other People you frequently interact with about a upcoming Meeting or Event? No need to enter Phone numbers into your Calendar Events, simply use Keywords as shortcuts.


Remind Your Staff to Show up to Team Meetings using SMS or Text Reminders

Use SMS Reminders or Text reminders to remind your staff, team, employees or board members of upcoming meetings.


Automatic Appointment Scheduling using Google Meet or Google Hangout

Automatically allow your clients to book Google Meet Appointments onto your Google Calendar. Eliminate all the back and forth headache when scheduling a meeting with your Prospects, Clients and Customers.


Automatic Appointment Scheduling using GoToMeeting

Automatically allow your clients to book GoToMeeting Appointments onto your Google Calendar, Outlook or Office 365 Calendar. Eliminate all the back and forth headache when scheduling a meeting with your Prospects, Clients and Customers.


Automatic Appointment Scheduling using Zoom

Automatically allow your clients to book Zoom Appointments onto your Google Calendar, Outlook or Office 365 Calendar. Eliminate all the back and forth headache when scheduling a meeting with your Prospects, Clients and Customers.


Send SMS / Text Reminders for your Zoom Meetings

Reduce your No Show Rate on your Zoom Meetings by sending Text or SMS Reminders prior to your Zoom Meetings or Calls.


Sending Text Reminders with HubSpot

Reduce your No Show Rate on your Hubspot Meetings by sending Text or SMS Reminders prior to your Hubspot Meetings or Calls.


Sending Text Reminders with Salesforce

Reduce your No Show Rate on your Salesforce Meetings by sending Text or SMS Reminders prior to your Salesforce Leads or Contacts.


Sending Text Reminders with ActiveCampaign

Reduce your No Show Rate on your ActiveCampaign Meetings by sending Text or SMS Reminders prior to your ActiveCampaign Contacts.


Automated Scheduling and SMS Text Reminders for Redtail CRM and Redtail Calendar

The only NATIVE Redtail Calendar Integration with Automated Scheduling and Email/Text Reminders.


Automated Scheduling and SMS Text Reminders for Wealthbox CRM and Wealthbox Calendar

The only NATIVE Wealthbox Calendar Integration with Automated Scheduling and Email/Text Reminders.


Sending Text Reminders with Salesloft

Reduce your No Show Rate on your Salesloft Meetings by sending Text or SMS Reminders prior to your Salesloft Meetings or Calls.


Appointment Reminders and Shared Calendars

Get Started Today with Automated SMS Reminders and Shared Calendars


GReminders Sidebar

Use the GReminders Chrome and Edge Extension for commonly used functions