Managed event type templates allow you to set up standard event types and assign them to one or more profiles. You can set up managed one-on-one or group events. Setting up managed event type templates is very similar to setting up event types at the user level. The difference is that you can lock down […]
You can manage reminder templates for your entire team under the Management menu. Let’s start with a new client reminder template: When a user under a selected profile clicks on Client Reminders, the reminder template set up under Management is available. You can lock sections of the template or allow users to make changes.
Companies and Organizations with multiple users on their GReminders account may wish to standardize the messaging their clients receive. Depending on your industry and company affiliation, client communications may require approval by your compliance department. GReminders has implemented ways to manage and deploy reminder templates for your department or entire organization. Admins and Managers in […]
If you are the administrator on your GReminders account and you have multiple users, you can utilize Event Type Templates at the Management Level to quickly setup Event Types for your entire organization. You’ll even be able to assign different templates to various profiles and determine which sections of the templates your users can edit […]
