Client Automation: Bulk Send Gets a Makeover

In the client management world, effective communication is the cornerstone of success. Enter GReminders, the trusted ally for appointment scheduling and reminders. But hold on—there’s a twist! GReminders has just released a VERY big update to one of its features and it’s all about how to streamline client communications. If you’re an existing user, you may have utilized […]

Smart Choice, Smart System: How GReminders Customers Won Big with G2’s Multi-Category Awards

In the dynamic world of online appointment scheduling and business management, GReminders has emerged as a beacon of reliability and excellence. The recent recognition by G2, a leading peer-to-peer review site, is a testament to our platform’s unwavering commitment to our users. GReminders has been honored with multiple awards, each underscoring a unique aspect of […]

Archiving and e-Discovery of SMS, Email & Voice Reminders

GReminders helps you stay compliant with tools that allow you to archive all of your SMS reminders, email reminders and even voice call reminders. This article will help you understand the differences between the tools we provide and the advantages of each. GReminders SMS Reminders vs SMS Messaging GReminders is reminder software that sends SMS […]

Compare GReminders with Calendly & OnceHub

This article and the comparison chart below will explore how GReminders compares with Calendly and OnceHub with a focus on the features and capabilities that are most important to the financial services industry. Calendly and OnceHub are point solutions that address a single issue, scheduling. GReminders is an interoperable solution with deep integrations to your […]

Unlocking Savings and Efficiency with ProAdvisorSuite: A Comprehensive

If you’re in the financial advisory business, you understand the value of staying ahead of the curve when it comes to technology and tools that can enhance your services and streamline your operations. That’s where the partnership between GReminders and ProAdvisorSuite comes into play. In this article, we’ll take a deep dive into what ProAdvisorSuite […]

Enhancing Efficiency with Custom Fields

Custom Fields In the past, GReminders exclusively supported custom questions/fields at the “Event Type” level, facilitating the collection of information from clients who made bookings through GReminders and enabling the ability to map to CRM Fields. GReminders now offers the capability not only to write Custom Fields and Questions at the “Event Type” level but […]

Scheduling for Financial Advisors

In the dynamic and ever-evolving realm of financial advising, no two scenarios are identical. The financial advisory landscape is characterized by perpetual change and occasional disruptions. However, a steadfast constant in this field is the imperative to foster robust client relationships. The methods may shift and adapt, but at the heart of financial advising lies […]

Reschedule Appointments in Redtail Using GReminders

Watch the short video below to learn how easy your can reschedule appointments on Redtail Calendar when using GReminders Direct integration. Set up Reschedule notifications and our automated system does the rest! To learn more about GReminders DIRECT integration with Redtail Calendar and CRM, click HERE. If you have any questions, reach out to us […]