Look & Feel (Organization Level)
You can set up the default look of your scheduling and routing pages for your organization under Look and Feel. This includes:
Category: Knowledgebase
Override Availability
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 […]
Appointment Confirmation Auto-Replies
When you ask your prospects and clients to confirm their appointments with you, it’s great to get confirmation they plan to show-up, but there’s one more thing you can do to ensure your no-shows become a thing of the past – let them know you received their confirmation. Your affirmation of their confirmation will make […]
GReminders Inside Redtail CRM Setup Guide
Overview The GReminders integration for Redtail CRM brings AI-powered meeting intelligence directly into your workflow. Once enabled, the AI Notetaker joins your calls in real time and makes smart suggestions — automatically generating meeting notes, creating contact entries, kicking off workflows, creating opportunities, and assigning tasks to the right team members within Redtail. Note: This […]
Applying Notetaker Unlimited Licenses
When you purchase one or more Notetaker Unlimited License(s) you will decide who those licenses should be assigned to. To apply AI Notetaker Licenses you must be an Administrator. Go to Setup > Users Click Edit next to the User Check the box under Extra Licenses, Notetaker License Hit Save. Repeat this for other Users […]
Google Meet Link in your Appointment Reminders
Do you use Google Meet to schedule meetings with your customers? Having an issue with no shows, or folks who show up late? First, you will want to ensure that your Google Meet account is linked to your GReminders account. To do so, click on your Profile and then My Integrations. If it’s not yet […]
Sending Reminders in Client Timezones
If you are using GReminders to send appointment reminders to clients to show up on time and your customers are in a different timezone than yourself there may be some potential timezone confusion. Typically the meeting is booked in your local time zone. So lets say you live in California and you book a meeting […]
Relevant AI Workflow Recommendations
Workflows are key to a scalable and repeatable practice. Workflows basically say when X happens do A + B + C. When you are doing calls or having discussions with clients many topics are mentioned and life events are discussed. AI can recommend RELEVANT Workflows post Meeting via the AI Notetaker. Here you can see […]
Send SMS Messages via Simplii
Simplii is a popular VoIP and Text Messaging Platform. You can now send Text/SMS Reminders and Bulk Sends via your Simplii SMS Phone Number. Setting It Up First go to your Simplii Chrome Extension and create a Webhook. Click your Profile Picture and then Automation Next select Webhooks and click the PLUS sign to create […]
Salesforce Integration Overview
Overview GReminders provides a direct, native integration with Salesforce, a leading customer relationship management platform widely used across industries, including financial services. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping users save time, reduce no-shows, and enhance client relationships. As a new hire at GReminders, mastering the Salesforce integration settings is […]