Integrations
You’ll have many integrations to select from under the Integration menu, including: Once integrated, the integration setup will rise to the top of the list.
Category: Knowledgebase
Custom Questions
You can set up custom questions to use during scheduling. Let’s take a look at one that’s already set up: In your event type templates, under Form Questions, select Add a Question. Under Pre-existing Questions, select a custom question that you would like to use for this event type. It will be added to the […]
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 access a log of all reminders and replies sent and received on our system. The archive can be downloaded to a […]
Managed Event Type Templates Overview Video
Managed event type templates allow you to set up standard event types and assign them to one or more profiles. You can set up managed one-on-one or group events. Setting up managed event type templates is very similar to setting up event types at the user level. The difference is that you can lock down […]
Managed Reminder Templates Overview Video
You can manage reminder templates for your entire team under the Management menu. Let’s start with a new client reminder template: When a user under a selected profile clicks on Client Reminders, the reminder template set up under Management is available. You can lock sections of the template or allow users to make changes.
Routing
Event Type Routing Event type routing is used when you would like to route an invitee to schedule with the best possible member of your team. Let’s take a look at an example: In this routing form setup, we’ll determine if the person’s scheduling has previously met with someone in our organization and would like […]
Teams Overview Video
Automated Team Scheduling with GReminders Greminders allows you to create automated scheduling for your team. All-Together Team Events You can set up all-together team events where Greminders will look for a time when all members of the team are available for scheduling. Round-Robin Team Events Round-robin team scheduling is typically used for first-time appointments.
Use Personal Contacts to Match Events to Phone Numbers
If you keep your contacts in Google Contacts or Outlook, you can link GReminders for contact matching. This will allow you to automatically look up a contact’s mobile phone number for SMS reminders. If you integrate GReminders with a CRM, you will use the CRM for this purpose.
Look & Feel (User Level)
Look and Feel Allows individual users with admin permission to control the look of their scheduling page. You can: The “Add to Home Screen” pop-up is checked by default, allowing mobile phone users who schedule with you to add a link to your booking page to the home screen of their smartphone.
Host Settings
Host settings allow you to: