Appointments: Overview

Seamlessly integrate your calendar with ClickFunnels to set up and manage events. You can now create dedicated pages for scheduling, embed these into your funnels, and direct leads through customized paths based on specific criteria like company size. This feature ensures that you can filter leads to different stages of your funnel, from initial contact to scheduled appointments with your sales team.

Connecting your calendars will avoid any conflict between appointments and help you organize your schedule better. ClickFunnels integrates with the Cronofy app for the Appointments feature to securely access your calendar to see and check availability and add events to your schedule.

You can connect the following calendars (through a Cronofy integration): iCloud, Google, Office 365, Exchange, and Outlet.com.

Table of Contents

• Requirements
• How to Connect and Manage a Calendar
• How to Create and Manage Scheduled Events
• Event Types

Requirements

• An active ClickFunnels 2.0 account
• An External Calendar

How to Connect and Manage a Calendar

You can connect your calendar by visiting the Calendar Connections area. That way, you can see and manage your calendar via your ClickFunnels 2.0 account.
Click here to learn more about How to Connect and Manage your Calendar.

Once you connect your Calendar, you can add a couple of settings. Since you can connect multiple calendars, you can select which one to use by default or check if any of your events conflict with another.
Click here to learn more about your Appointment Calendar Settings.

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How to Create and Manage Scheduled Events

Scheduled Events are the existing events on your calendar. You can share your event type scheduling link.
Click here to learn more about Creating and Managing your Scheduled Events.

Once an event has been scheduled, a couple of settings can be edited, such as the time and date, invitees, and cancellation or rescheduling of the event.
Click here to learn more about the Scheduled Event Settings.

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Event Types

You can use different types of Events according to the nature of your business. This feature helps categorize those events and keep them organized.
Click here to learn more about the types of events you can create.

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