Scheduling

• Scheduling and Event Types Overview

• Add Terms & Conditions to your Scheduling Pages
• Advanced Availability Settings
• Approve Events before Final Booking (Pre Screening)
• Collect Payments on Event Types
• Conference Rooms & Resources
• Contiguous Scheduling – Minimize Gaps
• Customize the “Standard” Scheduling Thank You Page
• Double Booking Scheduling
• Event Types that Redirect to Another Page
• Force a Fixed Time Zone for an Event Type
• GReminders Custom Fields
• Group Events for Classes, Trainings, Webinars, etc…
• Host Settings
• How to Setup Specific Start Times
• Locations Reimagined: Smarter Scheduling from the Start
• Manage Event Type Templates for Your Organization
• Manually Confirming / Declining an Appointment
• Post Schedule Questions for Online Scheduling
• Require Approval When a Client Reschedules
• Scheduling Buffers Explained
• Single Use Event Type Links
• Visibility within Event Types
• Working Hours

• 2x Round Robin Event Types
• Account Teams, Multi Advisor Ownership, Dynamic Teams
• GReminders Team Event Types

• Automatic Appointment Scheduling using Google Meet or Google Hangout
• Automatic Appointment Scheduling using Zoom
• Create Pre-Screening Questions with Online Scheduling and Congnito Forms
• Disclosures on Booking Pages
• Have Staff Schedule on the Client’s Behalf
• Let Clients Book Appointments directly onto your Google Calendar
• Let your Customers Choose How They Want to Meet with You
• Offer Specific Time Slots in Email for Scheduling
• Override Availability
• Scheduling Recurring Appointments
• Share My Link
• Sharing Your Booking Links
• To Index Booking Pages for SEO or Not?
• UTMs, Google Analytics, and How to Track Marketing Sources on your Scheduling Pages

• Allowing Clients to Opt Out/Skip Meetings with Bulk Send
• Automating Client Age Milestones with CRM Criteria (Bulk Sends)
• Client Automation Puts Your Scheduling on Auto-Pilot
• Date Criteria for Sending to CRM Contacts (Bulk Sends)
• Organizing Your CRM for Efficient Review Invites via Bulk Send
• Rich Text eCards or Newsletters
• Surge Scheduling

• Routing
• Routing based on CRM Record Ownership
• Routing Forms for Automated Online Scheduling
• Routing to Custom Roles in Wealthbox

• Block Emails or Domains from Scheduling
• Fixed Timezones and Timezone Ambiguity

Administration / Org Setup

• General Settings
• Discount Codes
• Look & Feel (Organization Level)
• Restrict Access to Your Calendar Events in GReminders
• Make GReminders a Trusted App in Google Workspace
• How to Delete Your GReminders Account
• Global Calendar Options

• Billing Overview

• Embed Scheduling into Your Website
• Embedding Scheduling Pages into Squarespace
• Embedding Scheduling Pages into Webflow
• GReminders API
• Scheduling Widget for FMG Suite Websites

• 2FA – Two Factor Authentication
• Changing your Login Account
• Dark Mode
• Integrations
• Labels vs Values – Custom Fields

• Meeting Analytics & Scorecards
• Reports to Help You Understand Your Business Better
• Sending Email from Your Mailbox
• Usage Reports

• Adding Users to your Account
• Login as your Users / Manage Users
• Profiles & Users & Groups
• Profiles Overview
• SCIM User Provisioning
• Signing in to an Existing GReminders Organization
• Single Sign On – SAML
• Users Overview

• Email & Phone Mapping

• Country Support
• Keywords
• Opt Out
• Phone Number

AI Assistant

• AI Knowledge Feature
• AI Notetaker Setup Help Guide
• Ask Anything – AI Assistant
• GReminders AI Agent & AI Notetaker Overview
• Mobile App (Android and iOS)
• Notetaker Troubleshooting
• Outlook Email Assistant: A Virtual Chief of Staff for Your Firm
• Pre Meeting Briefs

• AI Notetaker Templates
• Set Up Your Smartphone to Record In-Person Meetings Using AI Notetaker
• AI Email Follow Up Templates
• Automate Email Follow Ups with AI
• Make GReminders a Trusted App in Google Workspace
• Manage Follow Up Activities
• Join AI Notetaker to your Existing Phone Calls
• Applying Licenses
• Notetaker Focused View
• Document Intelligence
• Find & Replace in AI Summaries and Tasks
• CurrentClient Integration
• Relevant AI Workflow Recommendations
• Deciding When Your AI Notetaker Should Join
• AI Notetaker Sharing Options
• One Click Client Presentations
• Alert Trackers and Highlights
• Notetaker Voice Print
• Smarter Note-Taking in Any Language: Elevate Your Multi-Lingual Client Meetings

• Asana Integration
• Claude + GReminders: Your Advisory Tech Stack, Connected
• CurrentClient Integration
• GoTo Connect with GReminders AI Notetaker
• Microsoft CoPilot + GReminders
• Microsoft Teams VOIP Phone w/ AI Notetaker
• Monday Integration
• Notion Integration
• Ring Central with GReminders AI Notetaker
• Zoom Phone with GReminders AI Notetaker

• Advyzon Integration
• AI Forms & Field Extraction
• AI Opportunity Recommendations
• Alert Trackers and Highlights
• Automate Meeting Summary Writebacks to CRM
• Claude + GReminders: Your Advisory Tech Stack, Connected
• Get The Latest Social Media Posting from your Clients
• Managed Client Decks
• Microsoft CoPilot + GReminders
• Push AI Notetaker Tasks and Notes to Your CRM
• Task & Opportunity Recommendation Customization
• Trigger AI Recommended Workflows Post Meeting

Integrations

• Redtail CRM Integration Overview
• Salesforce Integration Overview
• Wealthbox Integration Overview

• Automated Scheduling and SMS Text Reminders for Redtail CRM and Redtail Calendar
• Redtail Integration When Using Redtail Calendar
• Redtail Integration Setup When You Use Google or Outlook Calendar
• Redtail Integration Webinar
• Using the Source Field in Redtail with GReminders
• Working with Redtail UDFs and Tag Groups
• Help Clients Follow You to Your New Firm
• Create Opportunities in Redtail and Wealthbox with GReminders
• Automating Activity Templates in Redtail
• GReminders Meeting Category and Redtail
• Automate Workflows in Redtail CRM
• Route Clients to Servicing Advisor in Redtail
• Reschedule Appointments in Redtail Using GReminders
• Mapping to User Defined Fields in Redtail
• Archiving and e-Discovery of SMS, Email & Voice Reminders
• Sending Appointment Reminders in Your Client’s Time Zone (using Contact ZIP Code)
• Redtail Appointment Notifications
• Using Redtail Activity Types During Scheduling
• Mapping Questions to Your CRM During Online Scheduling
• Redtail Integration: GReminders vs Calendly
• Client Automation: Redtail Head of Households
• GReminders Automations vs. Redtail Automations: Avoiding Duplicate Workflows
• Redtail CRM Integration Overview
• GReminders Inside Redtail CRM Setup Guide
• Automating Client Bookings with Client Review Dates in Redtail

• Sending Text Reminders with Salesforce
• Salesforce Integration
• Can Salesforce Send Text Messages?
• Mapping Questions to Your CRM During Online Scheduling
• Automating Annual Review Scheduling with GReminders and Salesforce
• Help Clients Follow You to Your New Firm
• Salesforce Financial Services Cloud (FSC) Integration
• Adding Scheduling Links Inside your CRM
• Salesforce OAuth Connection Issues – Troubleshooting
• Organization and User Level Connectors for CRM
• Salesforce Integration Overview
• Quivr Integration

• Mapping to Custom Fields in Wealthbox
• Mapping Questions to Your CRM During Online Scheduling
• Create Opportunities in Redtail and Wealthbox with GReminders
• Help Clients Follow You to Your New Firm
• Archiving and e-Discovery of SMS, Email & Voice Reminders
• Automate your Wealthbox Workflows
• Sending Appointment Reminders in Your Client’s Time Zone (using Contact ZIP Code)
• Automated Scheduling and SMS Text Reminders for Wealthbox
• Data Classification in Wealthbox CRM: Best Practices for Financial Advisors
• Organization and User Level Connectors for CRM
• Wealthbox Integration Overview
• Scheduling and Meeting Prep Inside Wealthbox

• Launch HubSpot Workflows after Meeting Scheduling
• Sending Text Reminders with HubSpot

• Share Nitrogen Riskalyze Links with Prospects
• GReminders + PreciseFP Integration
• GReminders Integration Setup with Intulse
• Send SMS Reminders from Pipedrive
• Zapier & GReminders
• Jotform with GReminders
• Send SMS Reminders from SalesLoft
• Sending Text Reminders with Salesloft
• Send SMS Reminders from ActiveCampaign
• Sending Text Reminders with ActiveCampaign
• SmartOffice Integration
• SmartOffice Setup Connection Instructions
• Make GReminders a Trusted App in Google Workspace
• Email Permissions
• Adding Scheduling Links Inside your CRM
• Organization and User Level Connectors for CRM
• Hubly Integration
• MCP Server – Bringing Scheduling and Client Context Directly into AI
• Turning Client Conversations Into Thought Leadership – Organically
• NextAgency
• CurrentClient Integration
• NetSuite Connection Setup
• Send SMS Messages via Simplii
• AgencyBloc Integration
• Practifi CRM Integration Overview
• Sending SMSs via MyRepChat
• WealthReach Integration
• Holistiplan Integration
• eMoney Integration
• RightCapital Integration
• How to Setup GReminders in Investipal
• Advyzon Integration
• Quivr Integration
• FMG Suite Integration
• Black Diamond Integration