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Redtail Technology > News > Integrations > Updated integration with GReminders!

Updated integration with GReminders!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

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

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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.


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