Under Working Hours, set up your default working hours to be used for your availability during scheduling. You can set up specific times you’re available for each day of the week, for example, you may wish to automatically block your lunch hour. You can set up multiple working hours, maybe you have multiple locations with […]
If you select event types and you see existing events with a managed badge, these events were set up by the administrator on your account and are ready to use. Let’s set up an event from scratch. You can set up one-on-one events, group events, Round Robin, and altogether team events. We’ll set up a […]
Copy the link under “Share my link” to invite people to visit your scheduling page hosted on GReminders. A video is available to help you understand where and how to share the link.
Personal reminders can be set up to send reminders or notifications to you or specific people on your team when criteria are met. In this example, when the words “wills” and “trusts” are detected in the event description, an email is sent to an estate planning attorney, letting her know about the meeting and inviting […]
Users may be allowed by the administrator to set up their own client reminders. If you see the managed badge, the reminder template was set up by your administrator and is ready to use. Or, you may have set up a reminder template when you started your trial. Before setting up any additional templates, let’s […]
You can connect calendars to GRemindersunder Manage Calendars. Indicate which calendars you wish to: Indicate if the calendar is the primary.It will be used to schedule team events on.
Nitrogen (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. A common use case is for prospects to book a New Intro Meeting via GReminders, and then you want to send a Nitrogen Risk Questionnaire to that Prospect so you are informed about their Portfolio prior […]
GReminders AI Notetaker can automatically join your Virtual Meetings when using Zoom, Microsoft Teams, Google Meet, GoToMeeting and Webex. If you use VOIP systems such as Intulse, Ring Central, Zoom Phone, etc., our AI Notetaker can transcribe your phone calls as well. What if Your Meetings are In-Person? GReminders AI Notetaker can also be used […]
Compliance and Governance in the Financial Advisor or Wealth Management Space at its core is about Transparency, Integrity and Putting Client Interests first. While regulatory compliance can be daunting, almost ALL of it aligns with common sense practices that protect both the advisor and their clients. In short they can be summarized with: Put your […]
If you use Ring Central as your phone system, you can now get all the benefits of AI Notetaker with Ring Central Calls. Benefits include: Automatic Summaries of the Call Extracting Tasks/Action Items from the Call One click push into your CRM or System of Record Read More about the Benefits of AI Notetaker here. […]
