GReminders: “Put an End to No-Shows! The Automated Scheduling & Reminder Solution for Professionals”

ABOUT GReminders “We believe in simple software that allows you to do more of the things you love.

Lets face it, missed appointments by your customers or prospects doesn’t do anyone any good. We developed GReminders to be a Simple but Powerful Reminder and Online Scheduling system, so that your customers show up on time and you cut the friction from Appointment Scheduling. 

If you have any questions or are looking for more advanced capabilities please contact us.”

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN GREMINDERS AND REDTAIL CRM? New integration points between GReminders and Redtail CRM include:

GReminders now allows you to map answers that your clients submit during scheduling to User Defined Fields (UDFs) in Redtail CRM. After you’ve created your custom questions and mapped them to corresponding UDFs in Redtail, you can add those questions to your online booking registration forms. When a client or prospect completes that form, their answers to those questions will show up on the corresponding UDF for their record within Redtail CRM automatically.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.

1098-OAT-4/18/2023

ABOUT this webinar
Topic: Reducing no-show appointments with GReminders & Redtail CRM

Description: As an advisor, your time is your money. That is why it is critically important to make sure your clients and prospects are showing up for their scheduled appointments. Come learn how GReminders integrates with your Redtail Calendar to put an end to No-Shows! We will share best practices on automated scheduling and reminders.

In January of 2023, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools category. A description of this partner category along with the partner(s) we focus on in our webinars this month is below.

Advisor Tools

Not all software fits neatly into a traditional fintech category such as financial planning, CRM, investment research, etc. Partners included in the Advisor Tools category may offer advisors anything from AI-based relationship mapping to streamlined meeting prep to student loan analysis to automated scheduling reminders to a host of other functions. Regardless of the function of an advisor tool, integration with your CRM means you are boosting the efficiencies, accuracy, and/or effectiveness of your day-to-day operations.

In a January 17th Building Your Tech Stack webinar with GReminders, we’ll be considering the below:

Reducing no-show appointments with GReminders & Redtail CRM

As an advisor, your time is your money. That is why it is critically important to make sure your clients and prospects are showing up for their scheduled appointments. Come learn how GReminders integrates with your Redtail Calendar to put an end to No-Shows! We will share best practices on automated scheduling and reminders.

Register now for this webinar on January 17th at 10:00 am Pacific.

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In a January 24th webinar with TIFIN Wealth, our topic is:

Personalization-Led Growth with TIFIN Wealth + Redtail

As we begin another year, a common goal for many advisory practices is growth. Come learn how TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries to drive personalization-led growth. We will share best practices on TIFIN Wealth and its integration with Redtail CRM.

Company Description
TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries to drive personalization-led growth. We help identify clients and prospects that most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each clients’ needs and wants, and leverage intelligence to ensure each advisor is servicing them as efficiently as possible. Learn more at tifinwealth.com.

Register now for this webinar on January 24th at 10:00 am Pacific.

 

2481-OAT-12/22/2022

GReminders: “Put an End to No-Shows! The Automated Scheduling & Reminder Solution for Professionals”

ABOUT GReminders “GReminders is software that automates the process of sending SMS appointment reminders to clients. The result is fewer no-shows and appointments that start on time. The system also includes automated online scheduling which can be linked to Google, Outlook or directly to your Redtail calendar. Let your clients schedule themselves and save all the back and forth of manually scheduling meetings.“

WHAT ARE THE INTEGRATION POINTS BETWEEN GREMINDERS AND REDTAIL CRM? 

There are several components to this integration, including:

• Schedule activities with Redtail contacts and GReminders will automatically send SMS text message reminders to your prospects and clients reminding them of their upcoming appointments.
• When GReminders sends SMS, or email reminders to your clients, a copy of your reminders will be imported into Redtail, against the matching contact, as Latest Notes.
• When you use GReminders automated online scheduling, you’ll see meetings appear on your Redtail calendar AND if this is the first time an individual has booked an appointment, their contact information will be added to Redtail Contacts.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

1745-OAT-9/23/2022