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Automatic Appointment Scheduling using Zoom

Booking Zoom Meetings Without Back-and-ForthThis video demonstrates how your clients can book a Zoom appointment directly onto your calendar, eliminating the back-and-forth typically involved in scheduling. GReminders integrates with multiple web conferencing providers, allowing meetings to be automatically created and synced with your calendar. Connecting Zoom via My IntegrationsTo connect your Zoom account, click your […]

Automating Annual Review Scheduling with GReminders and Salesforce

Background For financial advisors, maintaining robust client relationships and ensuring financial plans stay on track are essential goals. Annual reviews are a key component in achieving these objectives. However, the process of scheduling these reviews can be both time-consuming and tedious. This is where GReminders, when integrated with Salesforce, comes into play, automating and simplifying […]

Launch HubSpot Workflows after Meeting Scheduling

If you are using GReminders’ booking links for your clients and prospects in conjunction with your HubSpot account, we have good news for you: GReminders now has the ability to launch your contact-based workflow templates in HubSpot based on your event types. Understanding HubSpot Workflows The workflows tool in HubSpot enhances your marketing efforts and […]

Scheduling Recurring Appointments

GReminders offers a host of Automated Scheduling Event Types, including 1:1, Group/Class Event Types, Team Event Types, Round Robin, All Together, and more… Introducing Recurring Event Types. This means you can let your clients book: Daily Recurring Appointments Daily on certain Weekdays, every Tuesday/Thursday for example Weekly BiWeekly Monthly Every Quarter Every 2 Months etc…. […]

Create and Use Custom Meta Fields from your Google or Outlook Calendar

If you are looking for basic custom fields on Events for Online Scheduling, go here. This article is an in-depth look at custom fields and custom properties on Events that originate from Google or Outlook. Out-of-the-Box Events have limited “fields” to use. Title, Description, and Location are about all we have. The purpose of custom […]