This video will go over how to set up Greminders so that your clients can
schedule meetings directly on your
calendar to set up your schedule.
going to want to click your initials or
picture in the upper right hand corner
of the home page
next you will click on event types.
Please note that some accounts come with
a sample event type you can delete it if
Let's click on create my
first event type
you'll want to fill out the following
information let's pretend we are a
financial advisor the name of the type
of event you want your clients to book
is financial review.
For a description let's just say your
initial review of your financial goals.
Set the location of the event if any
for this case we'll put my office
next you'll want to show how they're
booked on your calendar so we have a
couple of options here if you have
multiple calendars you could choose
whatever calendar you're trying to book
on for this event.
It's for our Grant
Morgan for one one account this part
right here just shows how far out in
your calendar you'd like it to be booked.
Right here's our event duration we can
change that to anything and this feature
right here is basically if you want them
to not be able to book within the next
two hours of this current time right now
you can enter that time and you can
change that to whatever you'd like.
Next you're going to set your
availability you can choose the hours of
the day that you would like them to be
able to book with you this is where you
would adjust your calendar to fit your
You can also choose the days of
the week please note that we will
automatically block out times where you
already have appointments scheduled so
there is no overlap.
Next right here are
the fields that your clients will need
to fill in to book an appointment with
you and finally we have the body of the
messages that will go out as a reminder
Just like in the templates these
are customizable by cutting pasting and
adding in text if you want to use this
in conjunction with reminders please
ensure the phone number is in the title
or description of the event click create
and you have successfully created your
first event type.
The screen now shows
that you have an event type created at
the top of the screen is your link to
your personal calendar common ways to
share this link is to add it into your
emails or add it to the signature line
of your emails you can even add it to
Now let's look at this the way your
client would see it if they clicked on
your link to schedule you can see that
after they click your unique URL they
will come upon this page.
In this case
grant Morgan has set up two different
appointment types he has a 30 minute and
Let's click this one hour type you can
see that all of grant Morgan's
availability has come up on the screen.
will select a time that works for me and
click on it
your customer will fill out this form
and click schedule
their appointment will be confirmed.
Now if you see we go back to grant
Morgan's calendar we can refresh this
you can see that here is our appointment
that we just scheduled
assuming that you collected an email
address when they booked the meeting we
will automatically also include the
client in the calendar invite.
calendar invite also has links to
reschedule and to cancel the meeting.
Rescheduling and canceling meetings are
very easy simply have your customer
click those links and they can
reschedule or cancel.
All of this should
drastically reduce the amount of time
you spend going back and forth with
clients to find suitable times to meet
it's as simple as that.
If you had
feedback or comments please drop us a
note at [email protected]