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. It can’t get much easier.
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 based on their Contact Record in Wealthbox.
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.
Launch one or more Wealthbox Workflows from GReminders automatically when clients schedule appointments with you use GReminders online scheduling. Trigger different Workflows for different activities.
This is your opportunity to automate the entire process from Scheduling to Workflows to Reminders. Setup once in GReminders and it all runs in the background to keep your office running at peak efficiency.
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.
Stay compliant with thorough record keeping using GReminders and Wealthbox together. Compatible w/ Smarsh, Global Relay and others...
I love the automated scheduling with GReminders. I’ve literally spent hours of my day trying to coordinate time for a meeting. Now, I just send out a link to our online calendar and a little while later, I get a notification that an appointment has been scheduled. How easy is that!
— Warner - CFP
San Diego, CA
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
By syncing directly with Redtail it allows us to have a scheduling tool. It's also highly customizable.
— Michael T - Dir Ops
San Francisco, CA
The best solution I have found for reducing no-shows. Integration with Redtail was simple and now it works every time a meeting is scheduled. I like the flexibility of sending additional reminders when clients don’t confirm…and it’s completely automated!
— Mike L - Financial Advisor
New York, NY
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
— Shelley C - Dir Ops