Agencybloc AMS+ is a very popular CRM used by Health Insurance Agencies. GReminders is now integrated with AgencyBloc for purposes of: 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 this information go to your GReminders account and go […]
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: […]
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 […]
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 […]
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 […]
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 […]
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 […]
