×

Appointments - How to Create and Manage Scheduled Events

Modified on Wed, 22 May 2024 at 12:34 PM

Scheduled Events Area

This article explains how to create and manage scheduled events, which are specific times set aside for meetings, appointments, or other activities. Scheduled events are essential for organizing your time effectively, ensuring that you meet your commitments without overbooking yourself. They can help you manage your daily tasks, keep track of important meetings, and enhance productivity by structuring your time.

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 (Please visit our article How to Create and Manage Events Types for detailed information on how to create and manage event types).
  • The Appointments App (Please visit our article Adding Apps to Your ClickFunnels Workspace for detailed information on how to add apps to your navigation menu).

How to Access Scheduled Events

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

Back to Top


  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.

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

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

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

Back to Top


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.

Back to Top


How to Reschedule Event

  1. From the Scheduled Events page, click the Reschedule Link icon on the right side of the event.
    Reschedule Link Icon

  2. You’ll be directed to the event booking page to choose a new date and time for rescheduling.
  3. Click Confirm to finalize the new appointment time.

Back to Top


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.

Back to Top


Additional Information

Back to Top

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article