Automated Scheduling
- Eliminate all the Back and Forth
- Allow your Customers to Book Meetings directly with you
- Works with your Existing Calendars, Google, Outlook, Redtail, Wealthbox, etc…
- Team Scheduling / Round Robin
- Recurring Appointments
- Works how You Work. No Change Management.
- Works with Zoom, Microsoft Teams, Google Meet, GoToMeeting, Webex, Skype, etc…
- One Off Meetings
- Your Brand, Embed on your Website
- Native Integration with your CRM
- Automatic Routing to Contact Owner/Servicing Advisor
Automations with Systems You Use Daily
- Work Smarter
- Native CRM Integration with Salesforce, Hubspot, Redtail, Wealthbox, Pipedrive, and more…
- Create Opportunities automatically
- Launch Workflows automatically
- Put Annual Reviews on Auto Pilot
- Send Automated Birthday/Anniversary Notifications
- Handle Repapering
- Create Activities/Tasks Automatically
- Automate New Contact Creation
- Custom Fields Mapping Natively Supported
- Full Contact Sync
SMS / Text / Email / Phone
Appointment Reminders
- Eliminate No Shows
- Send Appointment Reminders XX minutes, hours, or days prior to an Appointment
- Send post Appointment Follow ups, Ask for Reviews or schedule the next appointment
- Send Initial Booking Notifications
- Works with your Existing Calendars
- Automate Rescheduling/Cancellations
- Customize Your Notifications
- Works 100% in the Background
- Grabs Mobile Numbers directly from your CRM
- Fully Managed Timezones
- HIPAA / FINRA Compliant
AI Notetaker
- Reduce Busy Work Following Meetings
- Auto Join Calls
- Zoom, Microsoft Teams, Webex, etc…
- Record In-Person Meetings
- AI Summaries and Action Items
- Share with Clients and Colleagues
- Edit and Share Summaries to Your CRM
- Create Tasks and Assigned in Your CRM
- Generate Follow-up Emails to Clients
- Auto Complete Meetings in your CRM
- Access Recordings and Transcripts
- Brand It your Own with Your Company Name
Trusted by Great Organizations
- Works with your EXISTING Calendar & CRM
- "It Just Works" in the Background
- Lightning fast Email / SMS Delivery
- Knowledgebase US based Support Team
- Low Monthly Pricing
- Not another "System" to Manage
- Uncertainty about Email or SMS Delivery
- Unexplained Outages and Delays
- Slow and unhelpful responses from support
- Expensive add-ons or extras
We're a partner, not just a provider
We are profitable, privately owned, and in this for the long haul
Loved by Users
It's truly transformed the way I handle my post-meeting process. The Notetaker AI's ability to understand and organize my notes with such precision is remarkable. Highly recommended!
I love it! Affordable and Simple. GReminders solves our problems of playing phone tag with clients. I love that my clients get a reminder and I can send one to myself as well.
The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.
GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.
Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.
Your service is simple and easy to use, intuitive. The customer service response time is great and detailed.
Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.
I was so impressed how it blew all the competitors away, that I set out to do everything I could to help them become an approved Osaic vendor. It's simple, it integrates with the important tools financial advisors use, and it saves advisors a significant amount of time and money. You can stop looking for the best online scheduling tool, you have found it.
FAQs
What is GReminders?
GReminders is an online scheduling app that integrates with your Google or Office 365 Outlook calendar. It is also a powerful appointment reminder app that sends SMS text, email or voice reminders to clients. Our automated reminder service can help you dramatically reduce no-shows.
How do I setup Google Calendar appointment reminders?
Under Reminders select Client Reminders to open the Client Reminder Templates. Here you can create custom SMS appointment reminders, email reminders and even voice reminders. If you will be creating appointment reminders for your entire organization, select Client Reminders under the Org Setting menu.
Can I send Office 365 appointment reminders?
Yes, GReminders is an appointment reminder service that allows you to send Outlook Calendar appointment reminders and Outlook 365 appointment reminders in addition to Google Calendar SMS reminders.
Can I receive an appointment confirmation text message from my clients?
Yes, a client’s SMS appointment confirmation will be forwarded to you. Not only does GReminders provide you a way to remind your clients of appointments, but it also acts as a text message confirmation service.
Can I use GReminders as an online scheduling tool?
Yes, GReminders is appointment scheduling software that makes calendar automation possible by allowing you to create online scheduling for Google Calendar and Online scheduling for Outlook.
Can I use GReminders to schedule teams?
Yes, GReminders is an appointment scheduler that includes team scheduling when you have two or more users on your account. You can use our appointment scheduling software to schedule teams using Round Robin scheduling or All Together scheduling.
Can I create multiple event types?
Using GReminders appointment scheduling software, you can create unlimited event types with any paid plan.
Can I send both SMS text reminders and email reminders?
Yes, you can send appointment reminders via text and email reminders to be delivered at the same time, ensuring your clients receive the information.
Can I use GReminders SMS reminder service to schedule follow up messages?
Yes, using our SMS appointment reminder software, you can schedule follow up messages to go out to your clients at any predetermined time you wish following an appointment. Our SMS reminder system can be used to keep your company top of mind with clients.
Is GReminders HIPAA Compliant?
Yes, you can send HIPAA compliant appointment reminders using GReminders. GReminders, Google Calendar (part of Google’s GSuite), Microsoft Outlook Calendar (part of Microsoft Office 365 Suite, Microsoft Exchange or Outlook.com) are ALL HIPAA Compliant with a BAA (Business Associates Agreement).
