Effective client communication in business is important and appointment confirmation is absolutely essential. If you are in an appointment-based business...
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Instead of just sharing your Booking Link, you can offer specific time slots to your prospects or clients via Email....
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Automating Emails or SMS messages to client to remind them its time to book their bi-annual or annual review is...
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When you create events on your Google, Outlook, or Redtail calendars, event details, including date, time, location, invitees and event...
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GReminders integrates directly with Wealthbox CRM to allow financial advisors the ability to automate scheduling and appointment reminders. Our direct...
Continue ReadingEffective client communication in business is important and appointment confirmation is absolutely essential. If you are in an appointment-based business where meeting with clients or potential clients is critical to your success, ensuring that your clients understand when and where an appointment will take place has to be a top priority. Automated Appointment Confirmation The […]
Instead of just sharing your Booking Link, you can offer specific time slots to your prospects or clients via Email. Here we can quickly send a list of available time slots so invitees can choose a time that works best for them. Within GReminders navigate to your Event Types From here you will see “Time […]
Automating Emails or SMS messages to client to remind them its time to book their bi-annual or annual review is a major efficiency pickup for your Organization. We encourage you to read this article for how to use Bulk Sends in General. IF you are using Continued Automations, which sends clients 2-3 followup emails when […]
When you create events on your Google, Outlook, or Redtail calendars, event details, including date, time, location, invitees and event description are imported into GReminders so that our system can send your clients reminders of their upcoming meetings. In the past, we retained this data for approximately 1 year (which is the current default setting), […]
GReminders integrates directly with Wealthbox CRM to allow financial advisors the ability to automate scheduling and appointment reminders. Our direct integration runs completely in the background, set it up and forget it. When you schedule an appointment with Wealthbox contacts, whether manually or using our automated scheduling system, your contacts’ information is imported into GReminders […]
If you’re a financial advisor who meets one-on-one with clients—either in your office or remotely using Zoom, GoToMeeting, WebEx, Google Meet, or other popular meeting apps—or if you gather your team for internal meetings or invite prospects and clients to group events or seminars, GReminders will greatly reduce the time you spend scheduling while improving your overall […]
AI features within GReminders are transformational for Financial Services and other Professionals. The more data AI has the more useful it becomes for you as an Assistant. Some examples what we do with Email: Google and GReminders take security very seriously. Please visit the GReminders Security Page and or request our Security Whitepaper from your […]
Discount codes are used when you integrate GReminders with a payment service. Discount Codes can be accessed by Global Administrators by going to Setup and under Advanced you will see the section titled Discount Codes. Several options are available, and you should refer to our help articles to learn more.
Under Setup are general settings, which allow administrators on the account to control settings for the entire organization. For example, the admin can override notification settings, specifying specific phone numbers or email addresses to receive notifications. Other basic settings can also be determined for the organization here.
GReminders Client Automations Guide Overview GReminders client automations are designed to put your client notifications and review scheduling on autopilot. Getting Started Setting Up Automations Example Setup: Ongoing Automation Monitoring Automations Put your client notifications and scheduling on autopilot with client automations from GReminders.
