Profiles are a set of users who share similar “Functions”. Profiles control which Features and Permissions those users have access to in GReminders. Think of them as “Permission Profiles” or “Security Profiles”. Profiles allow you to easily apply permissions and functionality to a number of users with just a few clicks. You can think of […]
Routing clients to the right individual in your organization is essential for providing optimal customer service, greater efficiency, and overall higher conversion rates and retention. GReminders provides an easy way to accomplish this. You no doubt have experienced routing countless times on the phone. “Press 1 to be connected to sales, press 2 to talk […]
If you are in an industry that requires 3rd party monitoring of all client communications, GReminders can help. Our system currently logs all your outgoing SMS, email, and voice reminders along with incoming SMS replies within our app. You can accessed the archive under Usage Reports > Delivery > Logs. To understand how to set […]
When you use GReminders automated scheduling to book appointments with prospective clients, you may wish to ask questions to better understand their situation, how they heard about you, or even find out what beverages they like so you can be sure to have it on hand for their appointment. GReminders allows you to map answers […]
If you use Automated Scheduling in GReminders you can now specify which day of the Week your “Week” Starts AND if you want to show weekends or not. Let’s take a look: In Europe and many other parts of the world the Week “starts” on Monday. In North America our week starts on Sunday. Why? […]
What are the differences between Calendly and GReminders integration with Redtail? We hear this question almost every day as Redtail users who either currently use Calendly or are considering using an automated scheduling system hear about GReminders and find their way to our website. It’s a legitimate question and we would like to help you […]
When using GReminders for Automated Scheduling you may want to allow your customers the opportunity to select their preferred Meeting Method. Previously you could only offer a single location per Event Type. Introducing Multi Location Event Types. For example, if you want to offer both in-person OR virtual meetings (and let your customer decide on […]
GReminders GReminders, named one of the fastest growing software products in 2023 by G2.com, was designed for businesses that require effective reminders along with automated scheduling. GReminders integrates with existing calendars such as Google, Outlook/Office 365, Exchange and Redtail as well as popular online meeting apps and CRMs such as Salesforce, HubSpot, etc. It also […]
The GReminders v1 REST API is available. Various people have integrated GReminders into their Websites and Mobile Apps. This includes creating a client portal for their customers to know when their Appointments are, allowing them to reschedule/cancel appointments as needed, or embedding GReminders as part of the onboarding intake flows, etc… APIs give you […]
As a business professional, you understand the importance of efficient customer service. One of the keys to providing a high level of customer service is making sure your customers show up for their appointments. Unfortunately, customers often forget or miss their appointments due to miscommunication. That’s why text reminders are essential for businesses looking to […]
