Profiles Overview
Administrators can set up profiles for the account. This is where permissions and access to features for each profile are determined. After setting up a profile, they can be assigned to users on the account.
Category: Knowledgebase
Users Overview
Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, enter from one to eight email addresses or contact support at Greminders.com for adding users at the Enterprise level. Indicate the profile you would like the user to inherit during sign-up. Administrators will […]
Single Sign On – SAML
GReminders offers a variety of Sign On options. Note, that if your Google or Microsoft Account are using Okta or another IdP you can simple use the Microsoft or Google Login which will already proxy to Okta or similar. If you want to setup SAML directly, this article is for you. Getting it Setup In […]
Reports to Help You Understand Your Business Better
GReminders isn’t your typical scheduling/reminder application. We understand how specific data related to events scheduled on your team’s calendars can tell you a lot about the health of your company. Are there too many internal meetings being scheduled and too few client demos? Who in your organization is scheduling the most meetings? When you use […]
Usage Reports
Usage reports can be accessed by Global Administrators of your GReminders account. To access these go to Setup > Usage Reports. Usage Reports allow you to track your usage of the program and see detailed information that helps you understand more about your business. Reports can be broken down by users. Here, you can also […]
Sending Email from Your Mailbox
You can choose to send an email from GReminders OR from your own Mailbox. By default all mail is sent from our domain greminders.com and replies are forwarded to you. Sending from your Mailbox If you want mail to sent from your mailbox the first thing you need to do is make sure you have […]
Labels vs Values – Custom Fields
Fields that “control” the input of a client are very useful. They normalize the data in our records and allow us to find value in analytics and various reporting. Let’s take a look at a simple example. Let’s say we want to track the “Source” of a lead or a booking. Where did the lead […]
Integrations
GReminders offers a variety of Integrations. Some are User Level and some are Organizational Level Integrations. Once integrated, the integration setup will rise to the top of the list.
Manage Calendars
You can connect calendars to GReminders under Manage Calendars. Indicate which calendars you wish to: That’s it! Any questions? Please email [email protected] Happy Scheduling!
GReminders Team Event Types
How to Set Up and Use Team Scheduling in GReminders Team scheduling in GReminders allows you to efficiently distribute meetings across multiple team members or coordinate the entire team. It’s ideal for initial client meetings, customer support, service calls, interviews, and more. GReminders offers several powerful team event variations to fit your needs: Team scheduling […]