SMSs / Text Messages are still very much about brevity. An SMS “segment” is 160 characters and thats how carriers charge. If you send a message over 160 characters, the carrier is actually sending multiple “segments” and then your handset (iPhone, Android, etc…) is combining these messages to display as a single message. So, if […]
Users should be selective about which meetings the notetaker joins to ensure it is used where it provides the most value. While automatic note-taking can save time and capture important details, not every meeting requires transcription or summaries. Enabling the notetaker for client calls, discovery meetings, or important internal discussions can help preserve key insights […]
Public booking pages for financial advisors often require disclosure language to meet regulatory and compliance requirements. Because a scheduling page can be considered a form of marketing or client communication, regulators such as the U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority may require advisors to clearly identify their firm, include appropriate disclaimers, […]
Agencybloc AMS+ is a very popular CRM used by Health Insurance Agencies. GReminders is now integrated with AgencyBloc for purposes of Writing AI Notes and Tasks back to Individual Records. Getting Connected First you need an API Key from AgencyBloc. Contact AgencyBloc support and ask for your API SID and API Key. Once you have […]
If you use Pipedrive to keep yourself on track with leads and deals, integrate with GReminders to automate the process of sending SMS reminders to your Pipedrive contacts. When you integrate Pipedrive with GReminders, you’ll have the ability to: Integrating Pipedrive with GReminders To setup GReminders integration with Pipedrive, begin by selecting Setup, then Integrations […]
Getting started with GReminders is SUPER simple. 1) If your administrator has already setup an Account on GReminders, to join this account all you need to do is accept the invite that you were sent, and log in with the email that the invite was sent to. 2) You will see the following authentication screens. […]
GReminders is a great way to remind your customers via SMS or Email about an upcoming appointment. If you want to attach a file to these client notifications you have a few options. Traditional “file attachments” on emails are not supported, but we do live in a modern world where there are many other file […]
Yes, GReminders is HIPAA Compliant with a BAA. TLDR, Yes GReminders, Google Calendar (part of Google’s Workspace), Microsoft Outlook Calendar (part of Microsoft Office 365 Suite or Outlook.com) are ALL HIPAA Compliant with a BAA (Business Associates Agreement). Do the following to get HIPAA Compliant: for Google Calendar / Google Workspace: For more please visit: […]
You can set up the default look of your scheduling and routing pages for your organization under Look and Feel. This includes:
GReminders Scheduling automatically determines when you are available for meetings. It looks at your working hours, existing calendar events or blocks, and any pre- or post-meeting buffers to calculate the time slots that clients can book. However, there are times when you may want to accommodate a special request—for example, fitting in an important client […]
