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 groups 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 and Permissions those users have access to in GReminders. Think of them as “Permission Profiles” or “Security Profiles”. Profiles allow you to easily apply permissions and functionality to a number of users with just a few clicks. You can think of […]
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 […]
If you are in an industry that requires 3rd party monitoring of all client communications, GReminders can help. Our system currently logs all your outgoing SMS, email, and voice reminders along with incoming SMS replies within our app. You can accessed the archive under Usage Reports > Delivery > Logs. To understand how to set […]
When you use GReminders automated scheduling to book appointments with prospective clients, you may wish to ask questions to better understand their situation, how they heard about you, or even find out what beverages they like so you can be sure to have it on hand for their appointment. GReminders allows you to map answers […]
What are the differences between Calendly and GReminders integration with Redtail? We hear this question almost every day as Redtail users who either currently use Calendly or are considering using an automated scheduling system hear about GReminders and find their way to our website. It’s a legitimate question and we would like to help you […]
Google Analytics (GA) is a free web analytics service provided by Google that allows website owners to track and analyze their website traffic. Google Analytics provides detailed information about visitors to a website, including their demographics, interests, behavior, and sources of traffic to the site. By integrating UTM codes with Google Analytics, website owners can […]
When you use GReminders for Automated Scheduling you have the ability to share your Link or an Event Type Link, or even share a One Time Use Link (which is already quite helpful for allowing a person to book with you once without exposing your calendar indefinitely). Introducing Event Types that require your APPROVAL before […]
Salesforce is a customer relationship management (CRM) platform that helps businesses manage customer data, sales, and marketing. It offers a range of products for managing customer relationships, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and more. Why use text messages for reminders? Text messages (also referred to as SMS messages) are a quick […]
GReminders integrates directly with Wealthbox CRM and allows you to: Send Personalized SMS Reminders to Wealthbox Contacts Writeback Reminders as Notes Against Wealthbox Contacts Create New Contact Records in Wealthbox when New Contacts Schedule with You To start your free trial of GReminders and integrate to Wealthbox, follow the steps below. The entire setup process […]
