Appointment Reminder

Integration Name:

Appointment Reminder

Integration Type:

Scheduling Software

Setting up the integration:

If you aren't currently an Appointment Reminder subscriber, you can sign up for a 14-day free trial here. For more information on that you can email their support team at 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. 

Integration functionality:

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 or contact them here

Appointment Reminder resources:

Appointment Reminder Website

Appointment Reminder Pricing

Appointment Reminder Contact


If you are looking for other Advisor Tools, click here!

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