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Updated integration with Appointment Reminder!

Category: Integrations
integration updates

With Appointment Reminder, you can automatically send appointment reminders via text message, voice message, or email to your clients.

Appointment Reminder logo

ABOUT Appointment Reminder

Built for small business owners who want to save time, Appointment Reminder’s software can be set up exactly how you need: send automatic confirmations and timed reminders, and get confirmation or cancellation from clients.

Whether you want to send one message, or several messages with to-dos and detailed information alongside the appointment reminders, Appointment Reminder’s system can help.

For more information, visit the Appointment Reminder website here.

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN APPOINTMENT REMINDER AND REDTAIL CRM?
Appointment Reminder will allow you to schedule calls with clients, based upon what is available in your Redtail Calendar. When clients attempt to schedule a call with you through Appointment Reminder, available time slots they see will be based upon what is available according to your Redtail Calendar. Once a client has confirmed a call via Appointment Reminder, a new Activity will show up on your Redtail Calendar to reflect this.

This new functionality is in addition to previous components of the integration, which you can view at the integration setup and usage link below.

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

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.