A template is what tells the system what you want sent to your client and at what time. Looking at your home page of GReminders, you will find client reminders under “Reminders” on the menu on the left. This is where individual users will access our reminder templates. For accounts with multiple users who wish […]
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 […]
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 […]
Greminders as a service designed exclusively for Google Calendar users, it lets you send appointment reminders to your clients and customers and also allows them to book meetings with you directly because Greminders is designed for Google you must be a Google Gmail user and use Google Calendar as your primary calendar. The first thing […]
GReminders is compatible with Microsoft Office 365 and Outlook. It lets you send appointment reminders to your clients and customers and also allows them to book meetings with you directly. GReminders can be used with your Microsoft Outlook calendar or your Office 365 calendar. First thing you want to do is click login and then […]
in this video we will go over how to send out zoom links in your reminders our system is set up to look for the link in your events but it is much easier if you add the zoom extension to your calendar you can do a simple web search on how to do this […]
In this video I’m going to show you how to set up keywords keywords are used as a sort of shortcut. Let’s say that you have an internal group of employees that you want to send reminders to on a regular basis. Rather than having to enter each one of their phone numbers into the […]
If you keep your contacts in Google Contacts or Outlook, you can link GReminders for contact matching. This will allow you to automatically look up a contact’s mobile phone number for SMS reminders. If you integrate GReminders with a CRM, you will use the CRM for this purpose.
If you are doing business with “Consumers” or Individuals, you may not be adding them to the actual Calendar Event or Invite. This is done for a variety of reasons. It may not be customary in your industry, you may include notes in the description that you do not want to share, the client or […]
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 […]
