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Appointments: How to Create and Manage Scheduled Events

Created by Faye BSG, Modified on Fri, 26 Apr 2024 at 02:11 PM by Education Team

Scheduled Events Area

This article will go over how to schedule an event. There are different ways to schedule an event in ClickFunnels 2.0, including creating the event through the scheduled event page.

Table of Contents


Requirements

  • An active ClickFunnels 2.0 account
  • A third-party calendar app connected to your ClickFunnels 2.0 account
  • At least one Event Type

How to Access Scheduled Events

  1. From the left-hand main menu, click Appointments, then Scheduled Events. Sales menu

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  1. Click the Event Link to copy it to your clipboard from the Event Type page.
    Event Link

  2. Open a new tab or window, then paste the copied link into the address bar.
    Paste event link

  3. Select the Date and Time, and then click the Confirm button.
    Select date and time

  4. Fill out and complete the form, and then click the Schedule Event button.
    Schedule event

  5. A Calendar Invite will be sent to your email address to confirm your event schedule.
    Confirmed Event

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How to Edit a Scheduled Event

  1. From the Scheduled Event page, click the Name of the event or the “gear” icon on the right-hand side to open the event settings.
    Edit scheduled event

  2. Edit the event details to your preferences, then click the Update Scheduled Event button to save the changes.
    Update schedule event

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How to Cancel a Scheduled Event

  1. From the Scheduled Events page, click the Cancel icon on the right side of the event.
    cancel scheduled event

  2. Click the Proceed button on the popup to cancel the event.
    cancel confirmation

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