Manage Calendars
You can connect calendars to GRemindersunder Manage Calendars. Indicate which calendars you wish to: Indicate if the calendar is the primary.It will be used to schedule team events on.
Category: Calendars
Appointment Reminders and Shared Calendars
In this video, we’ll discuss how to send reminders on shared calendar events. Sending text and email reminders on your own events is simple, Now learn how to send reminders on your colleagues events when they share their calendar with you. In GReminders, you can see your calendar in the list on the top left… […]
Adding Users vs Sharing Calendars
If you want to use GReminders to send SMS Reminders or Email Reminders or follow ups, often times you may want to do this for multiple people within your Organization. If this is the case you have 2 options: Add another User to your GReminders Account OR Have that other user SHARE their Calendar to […]
Adding Another Google Calendar to your Account
Adding another person’s Google Calendar to your existing Gmail Account GReminders, SMS Appointment Reminder system, allows you to send reminders from your calendars and calendars shared to you. If you want to connect someone else’s calendar to your GReminders Account via this shared calendar mechanism, here is how you do that. First, you will […]
Changing Permissions of Shared Google Calendars
Want to use Automated Scheduling on a calendar that’s been shared with you in GReminders, but is restricted by “Read Only” permissions? Follow these steps to change the permissions so that GReminders can “Read & Write” to the calendar: Have the calendar owner go into his or her Google calendar and: 1. Click the 3 […]
Seeing Confirmations in your Google or Microsoft Calendar
Part of sending Text Reminders is getting confirmations that your client or customer will show up to the appointment. By default, you are notified by Email (or SMS, depending on your settings) that your customer has confirmed. However, sometimes its nice to be able to see this at a glance within your Google or Microsoft […]
Using Redtail Calendar With Outlook
Redtail Calendar is the Calendar INSIDE the Redtail CRM. Each User of Redtail has a Calendar. It may seem like one calendar, but each person actually has their “Own Calendar”. Outlook is powered by Microsoft and can come in the form of Office 365 Calendar, Microsoft on Premise Exchange (Intermedia / Smarsh Mail, etc…). Using […]
Problems Connecting to your Microsoft Teams Account?
In certain cases, where Microsoft accounts are more locked down, you may have issues connecting directly with your Microsoft Teams Account. Normally, if you are already connected to your Microsoft Account via the Outlook Calendar Connection you should have access to use Microsoft Teams in your Location for Event Types. Please Note: Microsoft Teams is […]
Allowing User Consent for Office 365 Connections
If you are using Microsoft 365 or Office 365 for your Mail/Calendar Infrastructure, and you want to use GReminders, your users will need to connect their O365 Calendar to GReminders. Trust First and foremost, GReminders is built with a Security first approach. Please visit our Security Center and request our Security Whitepaper from your GReminder’s […]
Microsoft Exchange and Office 365 Service Accounts
If you are a large enterprise there is a high likelihood you are running Microsoft Exchange or have migrated to Microsoft’s Cloud Email offering Office 365. Many companies are still running Microsoft Exchange On Premise and haven’t moved to Azure or Office 365 yet. This article covers Service Accounts for BOTH Hosted/On Premise Exchange AND […]