How to setup Different types of Appointment Reminders, Follow ups and Initial Booking Notifications
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 our reminder templates. For accounts with multiple users who wish to set up reminders at the organization level, you will access your reminder templates under the org setting menu. In this video we'll set them up at the user level.
Under settings you can determine what hours you wish to send reminders (remember if 8 am is set as the earliest time you'll send reminders, and you have an 8 am appointment, your client would not receive a reminder scheduled to go out 2 hours prior to the appointment since it would be out of the time range indicated). You can also select write back status confirmation to source calendar. This will let you see directly on your google or outlook calendar if someone has confirmed an appointment. Client Reminder Template Now let's start a new client reminder template. There are three different types of templates; you have a reminder, a follow-up, and an initial booking. All these reminders come with a 24-hour reminder template.
This is a reminder template. You can send the reminder to all events or change the criteria to only send when something in the event, the name, the calendar, the time, etc., matches the criteria. We'll leave it at “All”. Next, choose whether to send an SMS, email, or voice call reminder. You can also choose when to send it.
You can see we give you lots of options of when you can choose to send a reminder. In this example we'll select two hours prior to the appointment. Next you can edit the message however you like or use one of the templates linked below. Just remember that variables, surrounded by double brackets, will pull directly from the information in the appointment.
You can select standard variables from the list.
When you click “Preview”, some of the variables are filled with sample data. You can have as many templates as you like. Create a nickname for your templates, it'll help you keep organized.
We'll save this template and you can see it's a reminder for two hours prior to start time.
You can also set up an initial booking template that will send a message as soon as you book. You can see, “SMS – Immediately”. You can also change timing on initial reminders. This is the body of the message.
You can also create a follow-up message and you can edit this to say anything you like. A lot of users use follow-up reminders to ask for a review or to schedule a follow-up meeting.
Just remember to put a phone number or an email address depending on the type of reminder you are using into your google or outlook calendar appointment and our system will do the rest that's it you're ready to go! We’ve compiled a list of templates you can use in your reminders
Get Started Today with SMS Reminders and Automate Your SchedulingSMS Appointment Reminders with Google Calendar
Eliminate your No Shows with GRemindersSMS Appointment Reminders with Outlook and Office 365
Eliminate your No Shows with GRemindersLet Clients Book Appointments directly onto your Google Calendar
Eliminate the Back and Forth of SchedulingUsing and Setting up Teams
Round Robin or All Together TeamsSharing 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.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.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