Sending Text Reminders with Salesforce
Reduce your No Show Rate on your Salesforce Meetings by sending Text or SMS Reminders prior to your Salesforce Leads or Contacts.
Category: Knowledgebase
Sending Text Reminders with HubSpot
HubSpot is a great CRM for sales and marketing. If you schedule meetings with HubSpot and you want to send text reminders to your prospects and clients, it’s really easy to do. You’ve got to link to your Google or Outlook Office 365 calendar. So if you haven’t done that, click on the cog wheel […]
UTMs, Google Analytics, and How to Track Marketing Sources on your Scheduling Pages
Google Analytics (GA) is a free web analytics service provided by Google that allows website owners to track and analyze their website traffic. Google Analytics provides detailed information about visitors to a website, including their demographics, interests, behavior, and sources of traffic to the site. By integrating UTM codes with Google Analytics, website owners can […]
To Index Booking Pages for SEO or Not?
GReminders supports Public Booking and Scheduling pages for your clients and customers to book on your Calendar. By default, if you link or share these booking pages on your website Google, Bing, and other search engines will try to index them and make them discoverable via Search. Often called “SEO” (Search Engine Optimization). If you […]
Account Teams, Multi Advisor Ownership, Dynamic Teams
If you have multiple “Owners” / Account Teams / Advisors of a Account / Household and you want to schedule a meeting with all or some of those Advisors/Owners this article is for you. GReminders already supports 1:1 event types and “Fixed” Teams. But if you have “Dynamic Teams” which is to say, different clients […]
How to Setup Specific Start Times
When you use GReminders automated scheduling, you can control exactly when clients are able to book appointments with you and have a predictable schedule every day of the week. Let’s say your typical appointment lasts approximately 90 minutes and you would like to have 30 minutes between appointments to make notes and prepare for your […]
Customize the “Standard” Scheduling Thank You Page
When your clients book meetings with you you can either use the Standard GReminders Thank you Page or you can redirect them to your own Custom Thank You Page. This article show you how you can customize the base Standard GReminders Thank you page with additional information. You must have Administrator Permissions for this, and […]
Conference Rooms & Resources
When scheduling a meeting, you often need a specific space, like a conference room, a dedicated office, or another area to host your gathering. These spaces are typically shared, meaning others may use them too, so reserving them in advance is essential. That’s where the Rooms & Resources feature comes in—a simple solution to secure […]
Add Terms & Conditions to your Scheduling Pages
Want users to agree to Terms & Conditions before they book a meeting with you? Using the System Disclosure Field Note: GReminders has System Level Disclosure Field. Use this when you only need informational disclosures. Read Here. Using Custom Terms & Conditions If you need custom Terms and Conditions, read below Go to Org Settings […]
Let Clients Book Appointments directly onto your Google Calendar
This video will go over how to set up Greminders so that your clients can schedule meetings directly on your calendar to set up your schedule. You’re going to want to click your initials or picture in the upper right hand corner of the home page next you will click on event types. Please note […]