When clients visits your website, you want to make it easy for them to schedule an appointment with their Servicing Advisor in Redtail. You could always include a routing form that asks them to indicate their advisor, but perhaps they are new and have met with several advisors and you want to make sure they […]
GReminders integrates with many different CRMs. Salesforce, Hubspot, Redtail, Wealthbox, Pipedrive, Salesloft, ActiveCampaign and more. GReminders also supports Routing Forms, meaning you can Route a prospect or Customer to a Person’s or Team’s Event Type based on responses to form questions. Now you can Route your customers or prospects based on CRM Record Ownership. Prerequisites: […]
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 […]
If you are looking for basic custom fields on Events for Online Scheduling go here. This article is an in-depth look at custom fields and custom properties on Events that originate from Google or Outlook. Out-of-the-Box Events have limited “fields” to use. Title, Description, Location is about all we have. The purpose of custom fields […]
If you have multiple appointments for the same person on the same day or the same week, it may be a bit much to send them a reminder for each appointment. Maybe you have 3-5 appointments for the same customer or patient in the next few days and want to remind them of all of […]
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 […]
Microsoft already does a good job at Categorizing Events via Outlook. Google took a different approach, and does this using Color Coding. GReminders now supports syncing of Google “Categories” via Color Coding. So if you have an event in your Google Calendar like this: GReminders will see it as: Which then means that if you […]
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 […]
Profiles are a set of users who share similar “Functions”. Profiles control which Features, Permissions and Templates those users have access to in GReminders. Profiles allow you to easily apply permissions and functionality to a number of users with just a few clicks. You can think of them as “Like Users” or perhaps as Departments, […]
Routing clients to the right individual in your organization is essential for providing optimal customer service, greater efficiency, and overall higher conversion rates and retention. GReminders provides an easy way to accomplish this. You no doubt have experienced routing countless times on the phone. “Press 1 to be connected to sales, press 2 to talk […]
