Appointments - How to Add a Conferencing Connection

Adding Conferencing Connections in ClickFunnels enhances the functionality of your appointments by integrating popular meeting tools like Zoom, Google Meet, GoTo and Microsoft Teams. This guide will walk you through the steps to add and manage conferencing connections, ensuring seamless scheduling and meeting management for your events.

Table of Contents

• Requirements
• What is a Conferencing Connection?
• Adding a Conferencing Connection
• Selecting Conferencing Connection in the Event Type
• Deleting a Conferencing Connection
• Restoring or Unarchiving a Deleted Conferencing Connection
• Additional Information

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Requirements

• An active ClickFunnels account
• The Appointments App is connected to your workspace
• A calendar (Google, Outlook, iCloud, Office365 etc) is connected to Appointments Calendar Connections
• Be prepared to authorize the conferencing application during the connection process.

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What is a Conferencing Connection?

A Conferencing Connection in ClickFunnels links your appointments with your preferred virtual meeting platform, ensuring that every scheduled appointment includes the appropriate meeting link. This integration streamlines the process for both organizers and attendees by automatically including virtual meeting links in calendar events. When a visitor books an appointment, the event is created in the calendar with the meeting link embedded, allowing attendees to join directly from their calendar. This feature supports popular tools such as Zoom, Google Meet, GoTo and Microsoft Teams, enhancing the convenience and efficiency of your scheduling process.

Why do you need a Conferencing Connection?

• Efficiency: Automates the inclusion of meeting links in your calendar events.
• Convenience: Attendees can join meetings directly from their calendars.
• Professionalism: Ensures a seamless booking and meeting experience.

Example:

You have selected Google as the conferencing connection in the Event Type settings. When a client books an appointment for a consultation, a Google Meet meeting link is automatically generated and included in the calendar event. The client receives an email confirmation with the event details and can join the meeting directly from their calendar, simplifying the process and reducing the steps needed to start the consultation.

Adding a Conferencing Connection

To add a conferencing connection in ClickFunnels, follow these steps:

1. Navigate to Conferencing Connections:

   • From the left-hand main menu, click Appointments, then select Event Types.

     

2. Add New Conferencing Connection:

   • Click on the Add new conferencing connection button.

   • You will be prompted with the Integration Widget, which supports various conferencing services.

     

3. Select and Authorize a Conferencing Service:

   • Zoom:
     • Select Zoom from the widget.
     • Authorize the connection by logging into your Zoom account.
   • GoTo:
     • Select GoTo from the widget.
     • Authorize the connection by logging into your GoTo account.
   • Microsoft Teams:
     • Select Microsoft Teams from the widget.
     • Authorize the connection by logging into your Microsoft Teams account.

     Default Conferencing Connection:

     • If you connect a Google Calendar as a “calendar connection”, Google Meet will be the default for conferencing if you do not have any other conferencing connections configured.
     • If you add a new conferencing connection (Zoom, GoTo or Team) and Google Meet was previously available as the default option, a specific, named Google Meet connection will be created alongside the newly added conferencing option.

4. Confirm the Connection:

   • Once authorized, your conferencing service will be listed under “Conferencing Connections” with a Connected status.

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Selecting Conferencing Connection in the Event Type

After you have established a conferencing connection, you can assign it to an event type. Follow the steps below to select the connected conferencing connection for your event type:

1. From the left-hand main menu, click on Appointments and then select Event Types.
2. Find the event type you wish to add conferencing connection. You can click either on the Event Title or the Gear icon next to it.
3. Scroll to the Event Host(s) section.
4. Set the location type to Conferencing.
5. In the Conferencing Type field, select your preferred conferencing connection from the list of connected services..

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Deleting a Conferencing Connection

To maintain an organized and up-to-date list of conferencing connections in ClickFunnels, you may need to delete a connection that is no longer in use. Follow the steps below to remove an existing conferencing connection.

1. From the left-hand main menu, click on Appointments and then select Conferencing Connections.
2. Locate the conferencing connection you wish to delete from the list.
3. Click on the Trash Can icon next to the conferencing connection to remove it.

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Restoring or Unarchiving a Deleted Conferencing Connection

If you have accidentally deleted or archived a conferencing connection, you can easily restore it by following these steps. This ensures that your previously configured connections can be quickly reinstated without having to set them up again from scratch.

1. From the left-hand main menu, click on Appointments and then select Conferencing Connections.
2. Click on the Archived tab to view the list of archived conferencing connections.
3. Locate the conferencing connection you wish to restore from the list.
4. Click on the Restore icon next to the archived conferencing connection to unarchive it and restore its active status.

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Additional Information

• Appointments - How to Create and Manage Event Types
• Appointments - How to Connect and Manage a Calendar
• Appointments - How to Publish Your ClickFunnels Appointments
• Appointments - Define Your Availability with Availability Schedules
• Appointments - How to Manage Scheduled Events

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