Thank you, everybody, for joining us. I am with GReminders. My name is Xeaira Burkett, and I am the Partner Relationship Manager. For those who don’t know, GReminders is the only automated scheduling and reminders platform built for advisors. We directly integrate with the biggest CRMs in the financial sphere. Today, I’m delighted to introduce […]
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 […]
Thank you for trying GReminders the following is a quick overview of our software to help you get started. Let’s start with your Google or Outlook calendar where you keep your schedule you can see the same appointments that are on your calendar are on the main screen of GReminders. To get to this screen […]
Greminders client automations are designed to put your client notifications and review scheduling on autopilot. To start using client automations, click on Bulk Sends under the Management menu. Bulk sends are available to users subscribed to the Greminders business plan; you’ll have to request access to the feature. Bulk sends are intended to automate communications […]
Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, enter from one to eight email addresses or contact support at Greminders.com for adding users at the Enterprise level. Indicate the profile you would like the user to inherit during sign-up. Administrators will […]
Administrators can set up profiles for the account. This is where permissions and access to features for each profile are determined. After setting up a profile, they can be assigned to users on the account.
Under Org Settings are general settings, which allow administrators on the account to control settings for the entire organization. For example, the admin can override notification settings, specifying specific phone numbers or email addresses to receive notifications. Other basic settings can also be determined for the organization here.
Select the right plan and packages for your needs under Billing. You can also cancel and delete your account here. Once you purchase, you’ll see information about your current plan above. You can also update your billing details and view invoices.
Advanced options allow you to determine from where we will retrieve: You can also configure options to use with contact matching.
Discount codes are used when you integrate Greminders with a payment service. Several options are available, and you should refer to our help articles to learn more.