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 […]
GReminders offers Client SMS Reminders, Client Notifications, and various automations over SMS. This includes sending reminders to clients prior to a meeting to reduce No Shows, or reaching out to the client when it’s time for their Bi-Annual Review, etc… By default, GReminders maintains Phone Numbers for you that can be used to send these […]
Do you give your clients a choice to meet with you in person or on Zoom? You may have thought you would have to set up multiple reminder templates depending on their choice of locations, but GReminders makes it simple to use a single reminder template for both situations. Setting up the Choice of How […]
Salesforce is a customer relationship management (CRM) platform that helps businesses manage customer data, sales, and marketing. It offers a range of products for managing customer relationships, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and more. Why use text messages for reminders? Text messages (also referred to as SMS messages) are a quick […]
Did you know text messages with clickable links have a click-through conversion rate of 45%? Text messages with clickable links can be a powerful marketing tool to strengthen customer relationships across your business. When it comes to business communications, different customers have different preferences. Using multiple communication channels such as – SMS, Email, Voice, etc […]
This is a feature is currently for Redtail, Wealthbox and Salesforce CRM Users only. For Hubspot users, we pull from the Time Zone set in the contact record. Note: for non CRM Integrations please see this article. Do you conduct remote meetings with individuals outside your area? Send reminders to your clients based on their […]
If you have multiple appointments for the same person on the same day or the same week, it may be a bit much to send them a reminder for each appointment. Maybe you have 3-5 appointments for the same customer or patient in the next few days and want to remind them of all of […]
Companies and Organizations with multiple users on their GReminders account may wish to standardize the messaging their clients receive. Depending on your industry and company affiliation, client communications may require approval by your compliance department. GReminders has implemented ways to manage and deploy reminder templates for your department or entire organization. Admins and Managers in […]
Microsoft already does a good job at Categorizing Events via Outlook. Google took a different approach, and does this using Color Coding. GReminders now supports syncing of Google “Categories” via Color Coding. So if you have an event in your Google Calendar like this: GReminders will see it as: Which then means that if you […]
