If you are doing business with “Consumers” or Individuals, you may not be adding them to the actual Calendar Event or Invite. This is done for a variety of reasons. It may not be customary in your industry, you may include notes in the description that you do not want to share, the client or […]
Learn how to create opportunities within your Redtail or Wealthbox CRM when clients or prospects schedule through GReminders Event Types Redtail CRM Opportunity Tracker: The Opportunity Tracker in Redtail serves as a powerful tool for financial advisors. Its purpose is to help advisors monitor their pipeline, engage with prospects, and ultimately close more business. When […]
When using GReminders for Automated Scheduling you may want to allow your customers the opportunity to select their preferred Meeting Method. Previously you could only offer a single location per Event Type. Introducing Multi Location Event Types. For example, if you want to offer both in-person OR virtual meetings (and let your customer decide on […]
To connect to your Intermedia/Osaic Calendar do the following: Go to GReminders Manage Calendars and click Connect Another Calendar Next Enter your Email address and Email Password. For the Exchange Web Services URL use:https://agmail.smarshmail.com/ That should be it. If you have problems please read on. Troubleshooting Please make sure your password is actually correct. This […]
UPDATE: See GReminders Routing Forms for Native Routing functionality If you have prospective clients scheduling with you using GReminders automated online scheduling, you may have wondered how you can funnel prospects with explicit needs to specific individuals in your company. GReminders includes Round-Robin team scheduling that allows clients to book with the first available team […]
If you are a Redtail Customer and you are using its Client Review Feature for Client Review Reminders, you can leverage these fields for automated Scheduling. This means GReminders can Email or SMS your clients to get them to book their next review when their next Client Review is due. You can read more about […]
Overview GReminders offers a direct, native integration with Practifi, the Salesforce-based CRM platform designed specifically for financial advisory firms and RIAs. This integration seamlessly connects scheduling, automated reminders (SMS, email, voice), AI-powered meeting intelligence, contact/entity creation, pre/post-meeting automation, and bi-directional data syncing—ensuring every booked meeting becomes structured CRM activity that drives workflows, documentation, and client […]
Want to send your SMS, Text, Email or Phone reminders always at 8am for the next day’s appointments? Send your reminders only on weekdays, so that your appointments on Monday don’t send on Sunday. Want to send all your Reminders for that week on Monday Morning? Or send all your Reminders for the next day […]
GReminders supports multiple authentication methods. The most common is to use the default Google or Microsoft connections. Meaning you are logging in via Google/Microsoft to your Google Account, and thus all the safeguards that you have with Google or Microsoft including Mutli Factor Authentication/2FA, SAML, IP restrictions, and many other security protocols. However if you […]
GReminders relies on either your Google or Microsoft login or can support basic Username/Password for authentication. Since your calendar is generally tied to your email account login (which is generally hosted on Google or Microsoft) it’s natural for you to use these credentials for login. It also makes it more secure since GReminders never stores […]
