# GReminders Reviews **Vendor:** Greminders **Category:** [Online Appointment Scheduling Software](https://www.g2.com/categories/online-appointment-scheduling) **Average Rating:** 4.6/5.0 **Total Reviews:** 684 ## About GReminders GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services. Online scheduling built exclusively for Google, Microsoft Outlook / Office 365 / Exchange, Redtail or Wealthbox Calendars. Eliminate No-Shows - Send reminders via SMS / Email / phone, or Follow-ups. Integrates with Web Meeting Providers such as Zoom, Microsoft Teams, Webex, etc... and all major CRMs such as Salesforce, Microsoft Dynamics, Redtail, Wealthbox, Hubspot, Pipedrive, SmartOffice and more. Our powerful AI Assistant can be utilized as a Notetaker, or to send follow-up emails and generate pre-meeting briefs. Utilize Ask Anything or Do Anything within your CRM, saving time searching for client information or creating tasks. GReminders works HOW YOU WORK, using your EXISTING systems, and focuses on simplicity and service! Give it a Try today for Free! Visit https://www.greminders.com ## GReminders Pros & Cons **What users like:** - Users appreciate the **ease of use** of GReminders, enjoying efficient scheduling and user-friendly experience for clients. (153 reviews) - Users love the **Reminders Feature** for its efficiency, drastically reducing no-shows and saving valuable time. (139 reviews) - Users love the **time-saving scheduling** features of GReminders, simplifying appointment management and enhancing client communication. (106 reviews) - Users value the **automation of reminders** in GReminders, simplifying client scheduling and freeing up time for other tasks. (82 reviews) - Users highly value the **automation features** of GReminders, streamlining scheduling and reducing manual reminders significantly. (69 reviews) - Users love the **automatic scheduling** feature of GReminders, making client reminders effortless and efficient. (68 reviews) - Easy Scheduling (65 reviews) - Integrations (64 reviews) - Time-saving (63 reviews) - Users love the **automated reminders** of GReminders, simplifying appointment management and enhancing client communication effortlessly. (60 reviews) **What users dislike:** - Users find the **learning curve challenging** , citing confusion with features and lack of user-friendliness without coding knowledge. (48 reviews) - Users express frustration with **calendar issues** that limit flexibility and usability for scheduling and note-taking. (34 reviews) - Users find the **reminder limitations** restrictive, making it challenging for growing businesses to manage multiple bookings effectively. (32 reviews) - Users find **appointment management cumbersome** , facing challenges like difficulty in making changes and marking no-shows. (24 reviews) - Users often face **time-zone inaccuracies** with reminders, creating confusion and limiting effective communication with clients. (23 reviews) - Limited Features (21 reviews) - Integration Issues (19 reviews) - Missing Features (19 reviews) - Difficult Learning (18 reviews) - Users feel GReminders is too **expensive** , especially for personal use or low-volume text reminders. (17 reviews) ## GReminders Reviews ### 1. User-Friendly and Time-Saving Platform for Seamless Client Connections **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie L. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about GReminders?** This has been a very user friendly site for clients. I've had good feedback. It saves time that it is linked to my Zoom and also sends links for meetings. Has been a great time saver and made it more convenient for clients to connect. **What do you dislike about GReminders?** I would like a way for me or my assistant to enter appointments to push to clients. There might be a way to do it, but we haven't figured it out yet! **What problems is GReminders solving and how is that benefiting you?** Clients wanting to connect outside of normal business hours with the ability to check their schedules to select a time. Huge time saver with auto reminders being sent at regular intervals. A link to reschedule if needed, built into the message. ### 2. Great Scheduling and AI software in one combined package **Rating:** 5.0/5.0 stars **Reviewed by:** Dave L. | President and Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about GReminders?** Great support team to troubleshoot any issues that arise. Great training and support to set up GReminders. Simple to integrate and really appreciate the reminder tasks you can set up on the software. Once you learn the basics, you have the opportunity to become as sophisticated as you want to be. Really like the AI note taking ability we have with the notetaker software. **What do you dislike about GReminders?** The inability to directly contact support via phone. **What problems is GReminders solving and how is that benefiting you?** It saves me time when I’m taking notes and scheduling appointments, and it also helps with sending out reminders. I especially like how it explains how to set up reminder templates for specific client appointments, so I can keep everything consistent and organized. ### 3. Exceptional Priority Support and Helpful AI Briefs with Seamless Redtail Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Sara C. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about GReminders?** We had some hiccups with onboarding, but we are really looking forward to GReminders making our practice more efficient with the automated scheduling. The AI aspect is very helpful in providing pre-meeting briefs at the touch of a button. Also, the integration with Redtail has been great! The Priority Support team has been exceptional in answering questions in a timely manner. **What do you dislike about GReminders?** We didn't have a good experience with the onboarding process. We have since been connected with a different trainer and are feeling better about it. I would suggest some additional training for newer, less experienced employees to reduce client frustrations. **What problems is GReminders solving and how is that benefiting you?** By automating scheduling and offering quick pre-meeting briefs, we can focus on client services. ### 4. Seamless Scalability and Effortless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Buddy M. | President and Wealth Management Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about GReminders?** We love the broad scalability of it and the way it syncs with our existing tech. I genuinely LOVED my implementation team. (I would hire them away from you in a heartbeat.) I have found that customer support is very responsive and actually fixes things for me at times, rather than just emailing me back a solution. They are literally part of my teeam, making Greminders super easy to use. We use the calendar link every day and have all of our other tech integrated, so makes it all seamless. **What do you dislike about GReminders?** There is so much that it does that I feel like I am missing something. **What problems is GReminders solving and how is that benefiting you?** It has made the back and forth scheduling emails disappear. ### 5. AI Note Taker and Pre-Meeting Briefs That Save Time and Keep Us Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Ashlee R. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about GReminders?** The AI Note Taker and the pre-meeting brief summary generator have been especially valuable. These features save us a lot of time each day, help us stay organized, and make meeting preparation much more efficient. The appointment reminders and scheduling tools have also been extremely helpful. Being able to automate them in advance has improved consistency and reduced the need for manual follow-up. Customer Support has been very responsive in answering any questions that come up, and they were great to work with during our implementation of GReminders into our tech stack. **What do you dislike about GReminders?** This isn’t really a dislike, but I’d like to see more file-sharing programs integrated. Right now, Dropbox is the only option available for clients to upload documents prior to a meeting. It would be helpful to add OneDrive and Google Drive for Business as well, since those are the programs on our approved compliance list. **What problems is GReminders solving and how is that benefiting you?** We’ve had a great experience using GReminders as part of our workflow every day. The AI Note Taker and pre-meeting brief summary generator have been especially valuable. Both features save us a lot of time, help us stay organized, and make meeting preparation much more efficient. The appointment reminders and scheduling tools have also been extremely helpful. Being able to automate these ahead of time has improved consistency and reduced manual follow-up. One thing I’m especially looking forward to is even deeper integration with Redtail CRM, which will make the workflow even more seamless for our team. Overall, GReminders has been a great addition to our tech stack, with great Customer Support as an added bonus. The platform saves time, improves efficiency, and offers practical features that support our day-to-day operations. ### 6. Greminders has help us become more efficient than ever! **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about GReminders?** I like being able to send broadcast emails and use the AI notetaker during meetings—not only in person, but also on Zoom and on phone calls. It also integrates with our system and sets up activities for us, which makes things easier. **What do you dislike about GReminders?** We have not seen any downsides yet, the only worry we had was the implementation of texting clients, but now our broker dealer has approved text communication to make it even better! **What problems is GReminders solving and how is that benefiting you?** We use Greminders to support our client outreach. It also helps us set up activities and reminders for what we need to do so we can better serve our clients. ### 7. Seamless Redtail CRM Integration with Fast Sync and Helpful Live Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about GReminders?** I really appreciate that it integrates so well with our Redtail CRM and that there are live support sessions available to assist us with questions or problems. The program seems to sync quickly and has surpassed our expectations. **What do you dislike about GReminders?** I wish GReminders acted the same way whether an appointment was created in GReminders or in our Redtail CRM. I would like to see some more improvements or integrations with the ability to send text messages. **What problems is GReminders solving and how is that benefiting you?** GReminders has wonderfully automated our scheduling and reminder tasks. I have saved countless hours and no longer need dozens of email templates to send to clients based on their specific appointment. We love that we can see what reminders were sent and when. We love that there is the ability to have a branded client facing page that we can customize to our unique needs. ### 8. Exceptional All-in-One User-Friendly System **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica M. | President & Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2026 **What do you like best about GReminders?** I'm loving the way in which GReminders connects several of the needs in my business into one user friendly system that integrates well with my CRM. I've used other tools in the past that did a fraction of what GReminders offers so the switch was a no-brainer! Also, the AI notetaker is the best I've used so far and the accuracy allows me to spend very little time reviewing my notes. I also love the AI notetaker Chat feature! **What do you dislike about GReminders?** The learning curve of setting up the system is steep. I have an account manager (Mikayla) who's been great though so I haven't had to worry about this too much. **What problems is GReminders solving and how is that benefiting you?** The system is a huge time saver! The AI notetaker allows me to avoid hiring an employee to take notes and determine action items. The automated scheduling feature has helped to reduce admin time and reduces the risk of clients "slipping through the cracks." I also love the fact that it integrates well with Google calendars so I can better coordinate my personal and professional calendars with the ease of automated scheduling. ### 9. Pros and cons of Greminders: Great for Automation but can improve user interface **Rating:** 3.5/5.0 stars **Reviewed by:** Iman S. | Pre-Retirement Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2026 **What do you like best about GReminders?** I like the automated reminders and the wide range of personalization options you can set up. There are also some great integration options, which make transferring data relatively seamless. **What do you dislike about GReminders?** I don’t feel it’s the most user friendly interface. When trying to set up new team members, it was a challenge to make sure clients were not getting duplicate notifications coming from multiple event organizers. Additionally I was having some issues blocking out a specific day on my calendar, yet it was still showing available for a specific event type. I figured it out eventually, but don’t know why the change didn’t apply to all event types **What problems is GReminders solving and how is that benefiting you?** The automation really is useful. It helps remind our clients about upcoming appointments and helps prevent no-shows and miscommunication. I also appreciate the pre-meeting brief reports that get sent before the meetings so I can set myself up for success when speaking with clients ### 10. Excited to Upgrade—Powerful Features for Office Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Frederick H. | President and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about GReminders?** I started using this platform on the Basic plan and quickly realized which additional features could better support the automation of our office. I’m now in the process of upgrading to the Business plan, and I’m excited to see what the new features can do for us. **What do you dislike about GReminders?** Some of the formatting features require coding, which isn’t common knowledge for everyone. However, the support team is very helpful when it comes to guiding you through that. **What problems is GReminders solving and how is that benefiting you?** Currently, GReminders is helping us manage scheduling as our company grows. It also reminds customers about their appointments, which allows us to provide additional administrative support. ### 11. Easy Setup and Smart Calendar-Triggered Reminders **Rating:** 4.5/5.0 stars **Reviewed by:** Jacquie S. | Assistant Publisher/Content Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2026 **What do you like best about GReminders?** It was relatively easy to set up and get the hang of, I like how it connects to a calendar so that anything I put on that calendar will automatically trigger the event to send a reminder. **What do you dislike about GReminders?** It's not so much that I dislike it; but what I was also looking to do was program at a cadence for each of my individual clients (e.g., person 1 needs a reminder on these selected months, person 2 needs a reminder on these selected months) but it works out for me to just send individual calendar invite batches, but would be cool to be able to do it the other way as I onboard new clients. **What problems is GReminders solving and how is that benefiting you?** Set the event and forget it. I do have to input a calendar event as it is, but I do think it's nice to have a GReminder that will take my event and send a professional email reminder from another organization and not have it just be another ignored calendar reminder on my end. ### 12. Staff reminders platform **Rating:** 5.0/5.0 stars **Reviewed by:** Dan S. | Principal, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2025 **What do you like best about GReminders?** Creating key words which when put into the title triggers the reminder to go to a certain group of emails. I love this option and have 4 key word groups that go to 4 different email groups that I created easily. **What do you dislike about GReminders?** Initially had to contact support to create the email groups and get it to work, but the support contacts were done very well! **What problems is GReminders solving and how is that benefiting you?** When I have a staff meeting, I set this up to email participants 3x prior to the meeting with reminders ### 13. Good tool, with a few refinements, could be GREAT **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about GReminders?** It integrates with our CRM (Wealthbox), which lets meetings automatically initiate workflows. The Zoom integration also makes it easy to set up online meetings. I also like the SMS reminder texts that notify clients about upcoming meetings and give them the option to reschedule when needed. **What do you dislike about GReminders?** the user interface is clunky and not too user friendly or intuitive. Another area of improvement is that when a client re-schedules, there is no way to restart or modify the existing workflow from the original meeting **What problems is GReminders solving and how is that benefiting you?** Saving a lot more time setting up meetings and ensuring those meetings take place. I also like the meeting briefs that provide me insights on what to discuss at an upcoming meeting. ### 14. Seamless CRM Integration & Meeting Prep Game-Changer **Rating:** 4.0/5.0 stars **Reviewed by:** Brad S. | Director, Customer Solutions & Project Mgmt, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about GReminders?** I love how GReminders delivers Pre-Meeting Briefs to my email, making it simple to quickly prepare for meetings by keeping track of where we left off and what to focus on next. It integrates seamlessly with our CRM system, updating notes in customer records so anyone on our team can easily see past conversations. GReminders was very easy to implement, up and running in minutes, and fits naturally into my work process without imposing its usage on other meeting attendees. I also appreciate that it integrates with our Dynamics CRM and Microsoft productivity suite. **What do you dislike about GReminders?** I honestly don't have any dislikes to report from my last few months using GReminders. It does what I expect it to do. **What problems is GReminders solving and how is that benefiting you?** GReminders delivers meeting briefs in advance, summarizes meeting details, integrates with our CRM, and updates customer records for seamless team collaboration. It helps me quickly prepare for meetings by providing pre-meeting notes on past discussions and future focuses. ### 15. Saves Us Time by Automating Meeting Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** Heather W. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about GReminders?** This saves me time because I don’t have to manually create reminders for all of our meetings. We run 10–12 meetings a week, so that’s a big help. **What do you dislike about GReminders?** The system could be more user-friendly when it comes to updating templates, as the current process isn’t very intuitive. **What problems is GReminders solving and how is that benefiting you?** It saves me from spending my day reminding clients about meetings, and it also gives us a simple system for people to confirm that they’re coming. ### 16. GReminders Keeps Me Organized with Powerful Customization **Rating:** 4.5/5.0 stars **Reviewed by:** Carrie D. | Owner, Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2026 **What do you like best about GReminders?** GReminders makes it easy for me to stay organized and maintain a professional image with both current and prospective clients. I really like how much I can customize across the platform, so my clients still get the authentic experience of working with me, while it takes less time and day-to-day attention on my end. **What do you dislike about GReminders?** The setup can be tedious if you're not tech savvy. All the different settings that allow the necessary customization I am looking for can be difficult to navigate. However, I do feel the upfront time commitment to take advantage of and utilize all the customizable features is worth it. **What problems is GReminders solving and how is that benefiting you?** I love the automatic reminders and confirmations, and I really appreciate the integration with RedTail as well. ### 17. The Ultimate All-in-One System That Seamlessly Integrates Our Business Tech **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2026 **What do you like best about GReminders?** Everything about it, it’s an all in one system. It seamlessly integrates all of my business tech. **What do you dislike about GReminders?** I would like to know if there is a way for me to quickly schedule one of my templates for a meeting. Example: I’m having coffee with someone and I have the opportunity to get that person to an introduction meeting and I say perfect I’ll send you a calendar invite for Thursday at 2. Well when I’m sending the invite I’m booking the appointment from my iPhone calendar. GReminders is picking that up and sending reminders and stuff but I wish there was a way I could quickly book the meeting as one of my templates because I have questionnaires that I would like them to go through but I would not like to have to ask them hey when you get this link click on it and finish the booking , when I could just as easily send them a quick calendar invite and say hey by the way when you have a minute, complete the questionnaire you’ll receive in your email it will help us prioritize our meeting. Anyway, hope that makes since. Other than that, incredible system. **What problems is GReminders solving and how is that benefiting you?** It’s solving sending reminders, scheduling, creating follow up emails, prepping me for meetings ### 18. All-in-One Scheduling, Briefs, and Meeting Summaries That Streamline Our Business **Rating:** 5.0/5.0 stars **Reviewed by:** Nick B. | Rep, Internal Sales and Service, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2026 **What do you like best about GReminders?** Scheduling, meeting preparations (brief), and notetaking/meeting summary features are all in one. It is really helping streamline our business and allow us to have more client meetings. **What do you dislike about GReminders?** Meeting summaries can be inconsistent sometimes. We have made template tweaks and they just require refinement. **What problems is GReminders solving and how is that benefiting you?** Notetaking from staff, efficient scheduling for multiple team members in one meeting, and helping our staff efficiently prepare for upcoming meetings. ### 19. AI Templates, Seamless Google Integration, and Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob C. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about GReminders?** I like the AI templates and the follow-up emails it can create based on your call. It integrates well with Google calendar and email. The support you receive from the company is great and they respond in a timely manner. **What do you dislike about GReminders?** There is nothing I dislike about Greminders. **What problems is GReminders solving and how is that benefiting you?** It makes follow-ups after a prospecting call faster, so I have more time to focus on generating revenue. ### 20. Streamlined Scheduling with Top-Tier Support **Rating:** 5.0/5.0 stars **Reviewed by:** David G. **Reviewed Date:** February 18, 2026 **What do you like best about GReminders?** I like how GReminders offers bulk send automation that integrates with our CRM, eliminating the need to call and email clients individually to schedule meetings. Their AI notetaking tool stands out for being more accurate than previous tools we've used, and it's effective at organizing conversations, identifying speakers, and capturing tasks and action items discussed. I also like the customizable fields in their meeting scheduling app, allowing us to tailor the tool directly to our needs. It's very easy to send in questions or requests and get responses promptly, which was a significant improvement over our previous experience with Microsoft Bookings where there was no contact person to reach. **What do you dislike about GReminders?** With the deep level of customization it would be helpful to get more 'best practice' information from them. **What problems is GReminders solving and how is that benefiting you?** GReminders automates client scheduling, streamlines post-meeting notes, and integrates with our CRM, saving time and reducing scheduling errors. It's customizable, with prompt support, unlike Microsoft Bookings, which lacked customization and caused scheduling issues. ### 21. An electronic secretary **Rating:** 4.5/5.0 stars **Reviewed by:** Greg L. | Proprietor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2022 **What do you like best about GReminders?** It reminds my clientgs of courses they are registered for. No longer a time of wondering if anyone is going to show up for classes. **What do you dislike about GReminders?** No problems, no concerns. Not much to dislike. **What problems is GReminders solving and how is that benefiting you?** Reminding clients that they have registered for a course. Since I don't require prepayments, there is little incentive for people to show up for courses. Now they get reminders. **Official Response from GReminders Support:** > Hi Greg, Thank you for taking time to leave your review of our software and for trusting us with your appointment reminders! Best, The GReminders Team ### 22. Powerful Scheduling, Customizable Summaries, and Seamless Calendar Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about GReminders?** I like the calendar link and how the scheduler can handle the complex needs of our team. I also like the notetaker and how I can customized how the summaries are formatted and what information is included. I also like all the seamless integrations with our various calendar and redtail **What do you dislike about GReminders?** Its a bit of a learning curve to make sure all the systems are set up just right but I think that would be a drawback of any similar software **What problems is GReminders solving and how is that benefiting you?** It allows me to easily schedule appointmnes with out the back and forth with the client. It also integrates a notetaker app that helps me be more present in the meetings ### 23. Seamless RedTail Integration Makes GReminders Essential **Rating:** 4.0/5.0 stars **Reviewed by:** Lovie L. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2025 **What do you like best about GReminders?** What I find most helpful about GReminders is its straightforward integration with RedTail. Since RedTail is one of the key tools I rely on to manage my practice, having seamless integrations is crucial for me. I definitely value the convenience of essentially having single sign-on functionality with GReminders and RedTail. **What do you dislike about GReminders?** I think the aesthetic of GReminder's booking page is rather uninspiring and lacks appeal. With other booking calendar tools, I've had the opportunity to influence how the booking page looks for my visitors. In contrast, GReminder's design feels outdated, as if it hasn't received much attention from the graphic design, marketing, or IT teams. **What problems is GReminders solving and how is that benefiting you?** GReminders has been very helpful to me so far by sending appointment confirmations, which saves my staff from having to make multiple attempts to reach clients for confirmation. The Pre-Meeting Briefs serve as excellent reminders, providing essential information about previous meeting agendas and to-dos. This feature definitely saves me the time I would otherwise spend looking up client notes or listening to past meetings. Finally, I really appreciate receiving notifications of booked appointments through the online calendar. ### 24. Huge Time Saver: Detailed Notes, Meeting Recording, and Instant Follow-Up Emails **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about GReminders?** The AI Notetaker has been a huge time saver for our practice. It not only takes detailed notes and records your meeting, but it emails you a summary email that you can copy and paste into your CRM and adds a draft follow up email that you can send to your client right after your meeting. **What do you dislike about GReminders?** Currently it is not integrated with eMoney. I know this is something they are working on but that would be my only complaint that this isn't currently available. **What problems is GReminders solving and how is that benefiting you?** It is solving our note taking and appointment summary which some of our advisors were struggling to input into our CRM or provide staff with. Now this is sent to us directly. ### 25. Automation Saves Support Team Time, Minor Calendar Setup Needed **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca G. | Certified Exit Planning Advisor (CEPA), Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2025 **What do you like best about GReminders?** Clients have found it is easy to choose an appointment time that works well for them. I am excited about using the appointment reminder features. In the past we had our team members calling clients to remind them of an appointment time. Now we are able to have this process automated. I also love how well it integrates with RedTail. Appointment confirmations are noted in RedTail and easily identified. **What do you dislike about GReminders?** We did have some reconfiguring of our RedTail calendar that needed to be done. In the past we used all day appointments to mark when something was happening in the office or with a team member. This method blocked GReminders from opening calendar spots for a client to schedule. We needed to adjust how we set that up. **What problems is GReminders solving and how is that benefiting you?** The amount of time our support team is spending on appointment scheduling has been greatly reduced. This allows them to focus on other client enhancements. ### 26. Effortless Scheduling and Seamless Client Booking **Rating:** 5.0/5.0 stars **Reviewed by:** Matt L. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about GReminders?** There are two main things I appreciate: First, I used to rely on my admin to schedule all my client reviews—quarterly, bi-annual, and annual—which took up a significant amount of her time each quarter. Now, I simply set tags in Wealthbox (QR, BR, AR), and GReminders automatically sends out the invites and reminders. This allows my admin to focus on other important tasks for me. Second, GReminders has replaced tools like Calendly and ScheduleOnce for me. I just include the booking link in my email signature, and clients can schedule appointments whenever they like. I also have the link available on my website. Customer support has been excellent as well. They've joined Zoom calls with me to help set up new features, making the process very straightforward. While I’d like to say I use it every day, the reality is that once I set it up, it mostly runs on its own. So, although it’s in use daily, I only need to log in about once a month. Additionally, syncing with Outlook and Wealthbox is very smooth and easy. **What do you dislike about GReminders?** I'm sure they'll build this out, but I have to go in and set the time periods that i want to set my client review meetings. I'd prefer to say, first 2 weeks in February, and it just does that every time. **What problems is GReminders solving and how is that benefiting you?** Scheduling client reviews primarily. My admin is freed up to do higher level work for me, rather than having back and forth emails trying to find a time that works for a client. ### 27. Advanced Redtail Integration and Seamless Personalization **Rating:** 4.5/5.0 stars **Reviewed by:** Olivia S. | Executive Operations & Client Experience Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about GReminders?** The integration with Redtail is by far one of the most advanced in our tech stack, as well as the automatic reminders and personalization to fit our firm's branding and operations. We use the features daily and has reduced the admin communication time tremendously. The GR Sidebar is very useful. A shoutout to the GReminders onboarding team -- they go above and beyond each onboarding call to make sure that your system is set up how you like it. It is by far the most hands-on onboarding of a new software we have received from our tech stack. **What do you dislike about GReminders?** The ability to limit clients booking multiple appointments and bogging down the schedule. Our advisors do not manage their own calendars, so our work around has been to receive emails when a client books with them and reach out to the client to confirm which of the spots that they have booked. **What problems is GReminders solving and how is that benefiting you?** -Automated emails and text messages for initial booking and reminders - this saves our admin so much time for manually sending these out when booking appointments -Clients' ability to reschedule via link - this frees up a lot of our phone calls in-office -Personalization of Events - different staff and departments require different appointment types to book, so being able to customize each staff's booking page keeps the clients from accidentally booking an incorrect appointment type -Routing Forms - as a tax office, new clients have varying tax complexities which mean that sometimes we need to add an accountant to the meeting. The routing forms makes determining the best appointment type much smoother for our admin team ### 28. Effortless Scheduling and Hands-off Reminders! **Rating:** 5.0/5.0 stars **Reviewed by:** Camilla E. | Case Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about GReminders?** GReminders is incredibly user-friendly for our small team. Our clients benefit from the straightforward reminders and our case manager's bookings can be managed so easily so that all parties can let GrReminders just do the work! When we were getting everything set up, we really appreciated being able to speak to a representative directly about all of the features. GReminders helps to ensure our office runs smoothly and everyone stays organized! **What do you dislike about GReminders?** I wish I could include the location of an event in the reminder (specifically office, virtual or call). **What problems is GReminders solving and how is that benefiting you?** Our days are ruled by our schedules and we have to fit both new intake appointments in, alongside existing client appointments, on an ongoing basis. Our team is hybrid so we all have different in-office and remote work days. The work of finding an appointment time can be really frustrating to do from both our end and the client's, and different people need to book into our calendars including supervisors and admin. The fact that GReminders handles so much of this without my input (other than ensuring my work hours and time off is correct) is a huge time saver. I didnt realize how much administrative burden there was to managing my calendar before! ### 29. Meeting Scheduling and Execution on Autopilot with Powerful Integrations and AI Meeting Assistant **Rating:** 5.0/5.0 stars **Reviewed by:** Dan G. | Co-Founder and Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about GReminders?** GReminders is the class-leading solution that enables our financial advisor firms to put prospect and client meeting scheduling on autopilot, saving them significant time and improving client communication. It can be configured to align with how each firm does business, which makes it easier to adopt without changing existing workflows and processes. It also offers deep integration capabilities that support cross-application automation. Finally, the AI Meeting Assistant helps advisors quickly prepare for meetings and then stay fully engaged with clients during the conversation, knowing the notes will be captured. **What do you dislike about GReminders?** I don't really have a dislike, but I do have a caution. Because GReminders is highly configurable, you need a plan before you start configuring it. **What problems is GReminders solving and how is that benefiting you?** GReminders automates meeting scheduling, reminders, and related CRM and data-collection automations. It also provides AI-assisted meeting preparation, execution, and post-meeting follow-up. GReminders consistently saves my client firms 30 to 45% of time on these activities while improving the timeliness of their client interactions. ### 30. Easy online booking for my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Katherine R. | LCSW, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about GReminders?** The site is to setup and navigate. The booking site has made scheduling client sessions smooth and streamlined. **What do you dislike about GReminders?** Nothing at this time. I will share any issues when they arise **What problems is GReminders solving and how is that benefiting you?** It has allowed me to have any easy way for my clients to schedule sessions and to receive reminders about their upcoming sessions. ### 31. Adapts Smoothly to My Business Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Office D. | Office Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about GReminders?** Easy to use and update to my business needs. **What do you dislike about GReminders?** It can be difficult to navigate the back office side. Trying to find the things I need to edit easily can be tricky. **What problems is GReminders solving and how is that benefiting you?** It makes it easy for clients to schedule appointments with us without having to spend too much time. ### 32. Automated Client Reminders That Prevent Scheduling Mix-Ups **Rating:** 5.0/5.0 stars **Reviewed by:** Northside Y. | Employee Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about GReminders?** Automated reminders to clients are really helpful. So many clients book the wrong dates, or their plans change, and the reminders catch it early before it becomes a problem. **What do you dislike about GReminders?** Lack of flexibility to create text messages to go to client and additional number on a scheduled date. **What problems is GReminders solving and how is that benefiting you?** Time! ### 33. Automates Client Scheduling and Info Gathering Effortlessly **Rating:** 4.5/5.0 stars **Reviewed by:** Jonathon M. | Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about GReminders?** Automating an otherwise time-intensive process of scheduling clients and gathering additional information that we really like to have. **What do you dislike about GReminders?** Integrations with CRM and Outlook can be squirrely at times. **What problems is GReminders solving and how is that benefiting you?** Cutting the number of contacts required to schedule a client and giving them more autonomy in the process. ### 34. Amazing options to streamline your business in the most efficient way! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about GReminders?** The customer service from the GReminders team is amazing. We opted for the full service option given that we are newly stepping into the automated marketing world. It has been eye opening to see all the various options a company has to follow up with its clients. We expect the services offered from GReminders will save us a tremendous amount of time. The integrations with our existing user interface was seamless. **What do you dislike about GReminders?** There is a lot of information and options! For a company that isn't familiar with all the options available, it can be a little overwhelming at first, simply because you don't even know that some of the technology even exists. If you're new, using the full service where GReminders helps you setup everything is crucial to guarantee you're maximizing it's potential for your business. **What problems is GReminders solving and how is that benefiting you?** Time efficiency & covering ourselves when we forget/aren't able to to do reminders. ### 35. Easy Self-Scheduling and Automatic Text Reminders **Rating:** 4.5/5.0 stars **Reviewed by:** Michael L. | Life Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about GReminders?** The automatic text reminders and the ability for clients to schedule their own appointments. **What do you dislike about GReminders?** When it sends out texts, it doesn't come from my known number. **What problems is GReminders solving and how is that benefiting you?** It has already in a few situations allowed prospective clients to schedule appointments that I was unaware of. ### 36. Helpful Appointment Text Reminders That Keep Me Updated **Rating:** 4.5/5.0 stars **Reviewed by:** David R. | Advanced Planning Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about GReminders?** The text reminders for appointments have been really helpful for keeping track of whether my appointments are confirmed or canceled, and for knowing when something has changed. **What do you dislike about GReminders?** I don't have anything to comment on dislike at this point. **What problems is GReminders solving and how is that benefiting you?** I haven't experienced any problems ### 37. Custom Teams Are a Huge Win for Our Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2026 **What do you like best about GReminders?** I like how many custom teams can be created. This is HUGE for our firm with a team-based structure. **What do you dislike about GReminders?** Honestly I have not found anything I dislike. I wish that it connected to Advyzon, but I hear this is in beta now. **What problems is GReminders solving and how is that benefiting you?** GReminders is helping completely automate our scheduling by allowing our teams to have a unique link for each of their meeting types. This benefits us by making it easier for clients AND saving us time. ### 38. Great Attribution Tracking, but Setup Is Too Complicated **Rating:** 3.0/5.0 stars **Reviewed by:** Kathleen L. | Marketing Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2026 **What do you like best about GReminders?** There’s attribution to meeting links so we can track it to specific campaigns and sources. **What do you dislike about GReminders?** It’s too complicated to use the tool. It has too many intricacies and setting it up is not straight forward at all. **What problems is GReminders solving and how is that benefiting you?** It’s giving us the ability to track meeting links and bookings and associate it to campaigns. ### 39. Effortless Client Reminders That Work Perfectly **Rating:** 5.0/5.0 stars **Reviewed by:** Trystan M. | Co-Founding Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2025 **What do you like best about GReminders?** GReminders works great, I enjoy the site sending reminder notifications to our clients about our meeting. The admin space is also very user-friendly. **What do you dislike about GReminders?** I have no negative comments about GReminders. **What problems is GReminders solving and how is that benefiting you?** Our clients enjoy how easy it is to use. ### 40. Office Manager in the coin industry **Rating:** 5.0/5.0 stars **Reviewed by:** Donovan M. | Office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about GReminders?** Reliable and good customer servic and easy to use **What do you dislike about GReminders?** No complaints that I can think of at the moment **What problems is GReminders solving and how is that benefiting you?** Notifying people of their appoints days after they were created. It's cleaning up our calendar to be more efficient ### 41. Easy Meeting Scheduling with an Intuitive Client Link **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about GReminders?** I like how easy it makes scheduling meetings. The link I can send to clients is intuitive and accessible. **What do you dislike about GReminders?** I do not think the meeting prep notes are very helpful. Those emails sent are somewhat bothersome actually. **What problems is GReminders solving and how is that benefiting you?** It keeps me from needing to spend time manually scheduling meetings, and allows me to use that time on financial planning (rather than admin work). It also reminds clients of meeting times, resulting in less reschedules. ### 42. Streamlined Note-Taking with the AI Notetaker and AI Chat **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **What do you like best about GReminders?** AI notetaker with the AI chat tool. They makes taking and reviewing notes really streamlined. **What do you dislike about GReminders?** Making meeting types for the meeting scheduler can be challenging at times. **What problems is GReminders solving and how is that benefiting you?** Meeting scheduling and automated AI note taking. ### 43. Convenient, Reliable Automations That Save Us Time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2026 **What do you like best about GReminders?** The automations that can be set up are convenient and reliable! Also easy to track client responses or lack there of. This saves us a lot of time throughout our week. **What do you dislike about GReminders?** Nothing really - set up is a little confusing and takes some time, but once up and running, GReminders is smooth and ready to go. **What problems is GReminders solving and how is that benefiting you?** Client acknowledgement tracking has been huge. You can leave a message or send an email, but some clients don't respond and its hard to tell if they will make their scheduled appointments. Receiving that kind of confirmation has been such a help for our firm. And GReminders saves us from sending those messages and making those calls which has saved us a lot of time. ### 44. GReminders Simplifies Scheduling and Client Reminders in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2026 **What do you like best about GReminders?** GReminders has made it incredibly simple to have a calendar, note taker, and AI model all wrapped into one. They’ve made scheduling, sending reminders, and notifying clients so much easier. We’ve saved a lot of time by using them, and it’s helped keep everything more organized and on track. **What do you dislike about GReminders?** It is a little more expensive for their service compared to others. **What problems is GReminders solving and how is that benefiting you?** It is solving the time we spend emailing clients appointment reminders and reaching out to schedule meetings for reviews. ### 45. Affordable, Peace-of-Mind Reminders That Reduce My Workload **Rating:** 5.0/5.0 stars **Reviewed by:** Gary X. | Owner and Ceo, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2026 **What do you like best about GReminders?** It gives me such peace of mind to know my clients are getting their reminders! It's reduced my workload as a small business owner which is allowing me to take better care of my clients and employees! Could not be happier with this service, and it's so affordable! **What do you dislike about GReminders?** Absolutely nothing! It's great for small businesses trying to keep appointments under control **What problems is GReminders solving and how is that benefiting you?** Managing appointment reminders every day has gotten very stressful as my business has grown. This service helps keep my clients informed and keeps me stressfree ### 46. Fast, Easy Appointment Updates with GReminders **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about GReminders?** GReminders is fast and easy to use. When appointments change, updating the date and time is quick and straightforward. **What do you dislike about GReminders?** Reminders for Monday appointments need to be sent on Fridays. Also, when there are cancellations over the weekend, it’s unclear what happens, because the reminders still go out on Sundays. **What problems is GReminders solving and how is that benefiting you?** When clients say they didn’t receive a reminder, it’s easy to verify whether their contact information is correct. ### 47. User-Friendly, Professional Scheduling with Great Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** LUVIA B. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2026 **What do you like best about GReminders?** I like that it is very user friendly. Easy appointment scheduling and the page looks professional. **What do you dislike about GReminders?** I would like to have the option to send 'appointment scheduled' text to the client when the appointment was scheduled. I love the reminder feature I would just add the confirmation that appointment has been scheduled. **What problems is GReminders solving and how is that benefiting you?** Scheduling. Reminding customers and confirming appointments. I used to not know if appointments were confirmed or not but now with text confirmation it is so helpful. ### 48. Set It and Forget It: GReminders Runs Autonomously **Rating:** 5.0/5.0 stars **Reviewed by:** Hayden H. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2026 **What do you like best about GReminders?** I'm a huge fan of the autonomy of GReminders. Once everything was setup, we haven't had to think about it since. **What do you dislike about GReminders?** It seemed a little redundant at first--setting up reminders for each advisor, but GReminders met with us over Zoom and ended up setting everything up for us. Made it super simple on our end. **What problems is GReminders solving and how is that benefiting you?** Missed appointments. Without automated reminders, we had so many clients missing appointments because they didn't remember setting one up months in advance. ### 49. Effortless Client Meeting Scheduling with Simple Link Sharing **Rating:** 5.0/5.0 stars **Reviewed by:** Jake P. | Financial Planning Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2026 **What do you like best about GReminders?** Allows us to set meetings with clients will very little involvement. We no longer need to reach out to the client, we can just email them a link. **What do you dislike about GReminders?** Takes a little bit of time to get used to everything. But once I was able to explore, it became easier. **What problems is GReminders solving and how is that benefiting you?** It solves reaching out to the client to set up a meeting. This has allowed us more time to focus on actual business vs service work. ### 50. Seamless Google Calendar Integration and Effective No-Show Reduction **Rating:** 4.5/5.0 stars **Reviewed by:** Beverly W. | office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2025 **What do you like best about GReminders?** It ties right in with our business Google calendar and I can set reminders for immediately, at a later date, and also within a certain time before the appointment. This has really helped reduce our no-show appointments! I love GReminders!I can look at my calendar to see who confirmed their appointment, and call any customers who didn't confirm. **What do you dislike about GReminders?** It does limit your length/size of reminder- so you have to be creative to have the message within the pirameters of the size. **What problems is GReminders solving and how is that benefiting you?** This has really helped reduce our no show appointments and cancellations. I have it set to remind the customer 24 hours before the appointment. This really saves us time (driving to) and money (gas, schedule other appointments). ## GReminders Discussions - [Can I connect it with jobber’s calendar?](https://www.g2.com/discussions/51590-can-i-connect-it-with-jobber-s-calendar) - 1 comment, 1 upvote - [How do I set a Google reminder?](https://www.g2.com/discussions/how-do-i-set-a-google-reminder) - 2 comments - [Can Google Calendar send text reminders?](https://www.g2.com/discussions/can-google-calendar-send-text-reminders) - 2 comments - [How much is Greminders?](https://www.g2.com/discussions/how-much-is-greminders) - 1 comment - [Is Greminders free?](https://www.g2.com/discussions/is-greminders-free) - 3 comments - [View GReminders pricing details and edition comparison](https://www.g2.com/products/greminders/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+15%3A59%3A03+-0500&secure%5Bsession_id%5D=de7e9fd7-0620-469c-8163-d97cbd680a63&secure%5Btoken%5D=69db3d24109376257c55595e56b19f643cdc7e0fd82247bef51323bfb4d52f7f&format=llm_user) ## GReminders Integrations - 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Sentiment Analysis - Personalization - Smart Summaries **Integrations** - Multi- Calendar Integration - Website Integration - Payment Acceptance - Video Conferencing - Communication **Accessibility - AI Meeting Assistants** - Language Translation - Real-Time Transcription - Accessibility Guidelines Compliance **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Agentic AI - AI Meeting Assistants** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Decision Making **Agentic AI - Online Appointment Scheduling** - Autonomous Task Execution - Multi-step Planning - Natural Language Interaction **Meeting Capture & Retention - AI Meeting Assistants** - Bot Presence - Meeting Moments Management - Audio or Video Recording **Features** - Standalone Booking - Integrated App - SMS - Email - Voice - Confirmation and Cancellation ## Top GReminders Alternatives - [Calendly](https://www.g2.com/products/calendly/reviews) - 4.7/5.0 (2,555 reviews) - 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