Mobile App
Mobile App Help Docs
19 articles
1 min read
Navigating Through The Mobile App
Using the Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone.
1 min read
Using The Mobile App: Conversations
Using the Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone. Using the icons at the bottom of the app, you…
1 min read
Using The Mobile App: Reputation and Reviews
Using the Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone. You can toggle between the various available…
1 min read
Using The Mobile App: Calendar and Appointments
Using the Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone. You can toggle between the various available…
1 min read
Using The Mobile App: Contacts
Using the Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone. You can toggle between the various available…
1 min read
Using The Mobile App: Invoicing
Using the Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone.
1 min read
Contact Activity Tab on Mobile
Review a contact's full history from your phone, including forms, calls, appointments, page visits, and payments, with filters to find what you need.
1 min read
Use Conversation AI and AI Suggested Replies in the Mobile App
Work with your Conversation AI assistant from your phone, including AI suggested replies you can send, edit, or dismiss.
2 min read
Message WhatsApp Contacts by Username in the Mobile App
In the FunnelStreams mobile app, message known WhatsApp contacts by their @username even when you don't have their phone number.
1 min read
Check In Attendees at In-Person Events
Check event attendees in at the door with the FunnelStreams mobile app by scanning their ticket QR code or checking them in by hand.
1 min read
Media Controls from the Notification Tray
Pause, resume, or skip course and community media from your phone's notification tray in the FunnelStreams mobile app.
1 min read
Diagnose Mobile App Notification Issues
Run the built-in Notification Diagnosis to find out why push notifications aren't reaching your phone, then fix the issue it finds.
1 min read
Opportunities on the FunnelStreams Mobile App
Customize opportunity cards, use quick actions, move deals through your pipeline, and manage notes, tasks, and appointments from your phone.
1 min read
The Appointment Screen in the Mobile App
Open any appointment in the mobile app to see its details, attendees, booking form answers, and notes in one place.
1 min read
Trigger Links, Custom Values, WhatsApp Flows, and Snippets on Mobile
Add trackable links, personalized values, WhatsApp flows, and saved replies to messages from the mobile app's composer.
1 min read
Access and Navigate Courses on Mobile
Open your courses on an iPhone or Android phone, move between lessons, use the miniplayer, complete activities, and track your progress.
1 min read
Payments Tab in Contacts and Opportunities on Mobile
Charge customers, send invoices and estimates, manage saved cards, and review payment activity from a contact or opportunity in the mobile app.
1 min read
Fix Call Disconnections in the FunnelStreams Mobile App
Stop calls from dropping in the mobile app by allowing VoIP notifications, background activity, and data use on your phone.
1 min read
Use Your Own Verified Number for Calls in the Mobile App
Make outbound calls from the mobile app using a personal or business number you've already verified as your caller ID.