If you are syncing your CRM Contacts back to GReminders, you can now automatically book a meeting on behalf of your clients very easily with all the data automatically pre-populated for you.

Navigate to the Contact Record. Go to Contacts > CRM Contacts and do a simple Search:

Click on the Client or Household:

Assuming the Contact has an Owner, you should see the Calendar Icon Button. Click it and you will see all the Event Types available for the Owner.

Note: The Owner of the record must also be a GReminders User.

When you click on one of the Event Types, it should open up a new window with date/times available:

Select the date/time they wish to meet.

Now notice that all of the fields are automatically filled for you.

Click Schedule and you are done!

Any questions? Email to [email protected]

Happy Scheduling