Wealthbox Text Reminders for Appointments and Automated Client Scheduling

Automate Your Scheduling & Send SMS Appointment Reminders to Your Wealthbox Contacts.

Remind Your Wealthbox Contacts to Show-up for their Appointments.

With your Wealthbox account synced to Google or Outlook/Office 365 calendars, simply create an event in Wealthbox and GReminders will send SMS, Email or Phone Call reminders to your clients. GReminders is setup and forget software. Once you’ve set up your reminder templates, it just runs in the background, reminding your clients of their appointments.

Reminders are Written back to Wealthbox as Notes

Keep track of your reminders in Wealthbox. When GReminders sends a reminder to your prospects or clients, a record of the reminder is written back to Wealthbox as a note. You can also download a full set of every reminder sent by our software under our usage log. You’ll stay organized and satisfy your compliance department’s archiving requirements when using GReminders.

Automate Your Scheduling

Stop the back and forth associated with scheduling and allow clients to book their own appointments with you online. You’ll save valuable time and always have the option to schedule meetings yourself without any change in your workflow. When new clients schedule with you, their contact information is automatically added to Wealthbox CRM. It can’t get much easier.

Schedule directly onto Google or Microsoft Outlook Calendars

If you prefer to schedule appointments directly onto Google Calendar or Microsoft Outlook/Office 365 Calendar, simply invite your Wealthbox contact as a guest to an event. GReminders will import the Contact’s name and phone number from Wealthbox, allowing you to automate personalized SMS, email or voice reminders.

Loved by Users

Rated Top Appointment Scheduling App by G2 Crowd
Rated Top Appointment Scheduling App by Gartners Capterra
Rated Top SMS Appoinment Reminder App by Google Gsuite Workspace Marketplace