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 […]
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 […]
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 […]
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…. […]
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 […]
When you use GReminders for Automated Scheduling you have the ability to share your Link or an Event Type Link, or even share a One Time Use Link (which is already quite helpful for allowing a person to book with you once without exposing your calendar indefinitely). Introducing Event Types that require your APPROVAL before […]
Host settings allow you to: That’s it! Any questions? Please email [email protected] Happy Scheduling!
By default, GReminders has “Default Working Hours” which can be found here: When creating Event Types or when specifying users on Team Event Types these are the “Default Working Hours” that we will be used to determine your availability. Of course, you can also use Advanced Availability instead of just M-F 9a-5p, and be more […]
If you are the administrator on your GReminders account and you have multiple users, you can utilize Event Type Templates at the Management Level to quickly setup Event Types for your entire organization. You’ll even be able to assign different templates to various groups and determine which sections of the templates your users can edit […]
If you have multiple Email Accounts you can connect them all in GReminders A common situation is having a Work Email and Calendar, a Personal Email and Calendar, and perhaps even a Calendar for your Non Profit. They are on combinations of GMail, Outlook and/or Office 365. Now you can connect all your accounts to […]
