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Adding Users to your Account

This post has information on adding additional users to your account When you create your account, you will create your main username and password.  This account will always be an “admin” account. Once you create this account, you will not be able to change the account username.  However, you can change the password by using…

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Appointment Reminders Upload Service

Appointment Reminders Upload Service The Appointment Reminders Upload Service is a downloadable application that can be installed on your local machine.  It can be used in conjunction with our “Appointment Reminders Integration Service” or separately in order to upload files and download reports. It can be downloaded from this link Click Here to Download the…

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Appointments – Add Appointments Though the Website

Adding Appointments Through the Website Interface. Before you can send out appointment reminders, you need to sync or add your appointments to our site: There are several ways to do this. We will cover #1 in this posting. You can add appointments through the website interface. They can be uploaded to our site through import…

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Calendars – Event View

How to Read The Event View for your Linked Calendar When you click on the calendar icon from your list of linked calendars, you will be taken to the Event View for that calendar. In Event View, you can see all of the events that we could read from your calendar. Items in Blue are events…

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Calendars – Linking a Google Calendar to Our Site

This topic will provide info on linking a Google Calendar to our website to easily send call, text, or email Google Calendar Reminders. Before you link it to our site, you need to share it with us. For info on sharing a Google Calendar Click Here By linking a Google Calendar to our site, it…

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Calendars – Scheduling Appointments and Adding Customers

How to Schedule Appointments with an Appointment Reminder and Add Customers through Your Linked Calendars Learn how to schedule appointments through your Linked Google Calendars and have reminders go out automatically. You can also click on the link below for a Video Tutorial on the subject. Tutorial 4 : Scheduling Appointment Reminders Though Linked Google…

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Calendars – Sharing a Google Calendar

Follow these steps for sharing a Google Calendar with us. Sharing a Google Calendar is the first step to using your calendar to send Google Calendar appointment reminders.  Its easy and should only take a few minutes. *Please note – Google updated their interface in early 2018 and the calendar sharing is now available under…

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Caller IDs – Creating, Validating, and Using  

Set Up Caller IDs So Your Calls Originate From Your Office Number You will be able to associate your Caller ID with your phone call and email appointment reminders. For phone call reminders, your call will originate from the Caller ID that you have associated with your reminder type. For email type reminders, your caller…

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Company – Customization

Company Customization: Customize your company by adding your Time Zone, Logo, Colors, Web URL etc… To get to the Company Customization page, ensure that you are logged into your account. Then find either the “MY COMPANY” box in the upper right hand corner or the “Account Navigation” link. Click on either of these to show…

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Contact Lists – Exporting from Google or Outlook  

Export your Contact List From Google or Outlook to Import Into Your Account This topic will show you how to export your contact list from Google or Outlook. However, keep in mind that you can alternatively use Calendar Tags to add customers on the fly. How to export your Contact List from Google You can…

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