GReminders

Reminder and Online Scheduling System: Ensure your clients show up on time and streamline appointment scheduling. GReminders seamlessly integrates with your existing calendar, supporting Google Workspace/Google Calendar, Microsoft Office 365/Exchange Calendar, Microsoft Outlook.com Calendars, and Redtail Calendar.

How does the integration work?

Embed Calendar: Easily embed your GReminders calendar into engagements, perfect for lead magnets to capture contact information and schedule meetings simultaneously.
Automated Engagements: Automatically send an engagement when an investor books an appointment on a specific calendar.

Read more in our knowledge base

"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.