Cisco Webex Meetings was one of the first Web Conferencing Services (founded in 1995), it was acquired in 2007 by...
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If you are using Google Calendar for high number of meeting bookings, be aware of limits in the Google Universe....
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Sometimes your Google or Microsoft Account gets disconnected from GReminders. This may happen because you deauthorized the App, or the...
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GReminders 'Meeting Category' option does more than organize your event types - it syncs with your Activity Categories in Redtail...
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If you are doing business with "Consumers" or Individuals, you may not be adding them to the actual Calendar Event...
Continue ReadingCisco Webex Meetings was one of the first Web Conferencing Services (founded in 1995), it was acquired in 2007 by Cisco and has continued to grow. Cisco’s Webex today is a leader in the Web Conferencing space. GReminders automates Meeting Scheduling with your customers and clients and now allows Cisco Webex Meetings to be automatically […]
If you are using Google Calendar for high number of meeting bookings, be aware of limits in the Google Universe. Now, a high number really needs to be a high number like 25,000+ new calendar events in a short time period, or more than several thousand calendar invites in a short period. But the limits […]
Sometimes your Google or Microsoft Account gets disconnected from GReminders. This may happen because you deauthorized the App, or the Authentication Token we have on file got corrupted for whatever reason. This is a rare instance, but when it does happen it causes your customers to not be able to book meetings with you, reschedule, […]
GReminders ‘Meeting Category’ option does more than organize your event types – it syncs with your Activity Categories in Redtail as well. This article takes you through understanding the GReminders Meeting Category option, Redtail’s Activity Category overview, and setting up the ability to map Meeting Category to Activity Category. GReminders Meeting Category GReminders Meeting Category […]
If you are doing business with “Consumers” or Individuals, you may not be adding them to the actual Calendar Event or Invite. This is done for a variety of reasons. It may not be customary in your industry, you may include notes in the description that you do not want to share, the client or […]
Learn how to create opportunities within your Redtail or Wealthbox CRM when clients or prospects schedule through GReminders Event Types Redtail CRM Opportunity Tracker: The Opportunity Tracker in Redtail serves as a powerful tool for financial advisors. Its purpose is to help advisors monitor their pipeline, engage with prospects, and ultimately close more business. When […]
When using GReminders for Automated Scheduling you may want to allow your customers the opportunity to select their preferred Meeting Method. Previously you could only offer a single location per Event Type. Introducing Multi Location Event Types. For example, if you want to offer both in-person OR virtual meetings (and let your customer decide on […]
To connect to your Intermedia/Osaic Calendar do the following: Go to GReminders Manage Calendars and click Connect Another Calendar Next Enter your Email address and Email Password. For the Exchange Web Services URL use:https://agmail.smarshmail.com/ That should be it. If you have problems please read on. Troubleshooting Please make sure your password is actually correct. This […]
UPDATE: See GReminders Routing Forms for Native Routing functionality If you have prospective clients scheduling with you using GReminders automated online scheduling, you may have wondered how you can funnel prospects with explicit needs to specific individuals in your company. GReminders includes Round-Robin team scheduling that allows clients to book with the first available team […]
If you are a Redtail Customer and you are using its Client Review Feature for Client Review Reminders, you can leverage these fields for automated Scheduling. This means GReminders can Email or SMS your clients to get them to book their next review when their next Client Review is due. You can read more about […]
