Overview

This article explains how to connect GReminders and Wealthbox, so appointment scheduling and reminder messaging can run automatically and stay in sync with your CRM records. No walkthrough video is currently available for this integration.

What is GReminders?

GReminders is a scheduling and appointment-reminder tool for financial advisors. It integrates directly with Wealthbox and syncs bi-directionally with Google and Microsoft calendars, so meetings and reminders stay consistent across all three systems.

How does it work?

Once connected, GReminders lets you build customizable scheduling links and reminder templates that send automatically by email and/or SMS when a client meets a predefined condition (for example, 24 hours before an appointment). When a prospect or client books a meeting through GReminders — including through Round Robin scheduling, which routes them to the first available advisor — their contact information and appointment status are added or updated in Wealthbox automatically, and reminder status updates appear directly on the client record.

Step-by-step setup instructions

1. Sign in to your GReminders account, or create one if you don't already have one.
2. From the GReminders dashboard, locate the integrations area and activate the Wealthbox connection.
3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Connect your Google or Microsoft calendar so appointments sync bi-directionally.
5. Create a scheduling link or template with your preferred meeting types and availability.
6. Build your reminder templates, choosing email and/or SMS delivery and the timing for each reminder.
7. Turn on Round Robin scheduling if you want new prospects routed to the first available advisor.
8. Save your settings and send a test booking to confirm the appointment and contact information appear correctly in Wealthbox.

(Exact menu labels inside GReminders may differ slightly by account type — refer to GReminders' own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: A new booking isn't creating a contact in Wealthbox. 

  Solution: Confirm the Wealthbox connection is still active and authorized in your GReminders integration settings, and reconnect if needed.

• Issue: Reminder messages aren't sending. 

  Solution: Check that the reminder template is turned on and that the email and/or SMS delivery method and timing conditions are configured correctly.

• Issue: Calendar availability looks incorrect.

  Solution: Reconnect your Google or Microsoft calendar under GReminders' calendar settings to refresh the sync.

• Issue: Round Robin scheduling isn't distributing appointments evenly. 

  Solution: Confirm each advisor included in the Round Robin group has an active, connected calendar with available time slots.

FAQ

• Can prospects book their own appointments? Yes. Prospective clients can use GReminders' scheduling link to book directly, including through Round Robin scheduling, which assigns them to the first available advisor.
• Does GReminders support text message reminders? Yes. Reminder templates can be set to send by email, SMS, or both.
• Does this integration sync in both directions? Yes. GReminders syncs bi-directionally with Google and Microsoft calendars, and appointment/reminder status updates appear on the corresponding contact record in Wealthbox.