Setting up the integration:
If you aren't currently an Appointment Reminder subscriber, you can sign up for a 14-day free trial here. Appointment Reminder did indicate that before creating the connection with Appointment Reminder you may want to create a new user in Redtail called "Appointment Reminder" so that timeline events will display as “Appointment Reminder” rather than the user who sets up the integration. For more information on that you can email their support team at email@example.com or contact them here.
After completing that free trial sign-up process, you'll see the below:
Click "Redtail Calendar". You'll then be prompted for your Redtail credentials:
Enter those here and then click "Connect". Note that your Redtail credentials will not be stored by Appointment Reminder but a token will be generated that allows Appointment Reminder to access your Redtail database.
After clicking "Connect," you'll see the below:
In the "Choose Calendar" box, choose which Redtail user’s calendar you want to sync with Appointment Reminder. You can repeat this process if you have multiple users.
There are a number of checkboxes you can select which will update Redtail in certain situations, as in the image below:
When done making your selections, click the "Connect" option at the bottom.
After following the above steps, Appointment Reminder will sync with Redtail. This can take up to 20 minutes for the first sync. Appointment Reminder will continue to sync with Redtail periodically.
Reminders will start sending once you have enabled sending. This can be completed from the main calendar screen inside Appointment Reminder. It’s best to enable this after you’ve checked the first sync.
Additionally, Appointment Reminder will allow you to schedule calls with clients, based upon what is available in your Redtail Calendar. When clients attempt to schedule a call with you through Appointment Reminder, available time slots they see will be based upon what is available according to your Redtail Calendar:
Once a client has confirmed a call via Appointment Reminder, a new Activity will show up on your Redtail Calendar to reflect this.
Should any questions arise, please email firstname.lastname@example.org or contact them here.
Appointment Reminder resources:
If you are looking for other Advisor Tools, click here!