Scheduling
45 articles
1 min read · Video
Integrating Google Calendar
This video shows how to integrate your Calendar(s) with a Google calendar.
1 min read · Video
Creating and Editing Calendars
This is the overview of setting up your calendars and making any adjustments.
1 min read · Video
Adding payments to appointments
This video shows how to create appointments that require payment on booking.
1 min read · Video
Rescheduling Appointments
This video shows the different methods of finding and rescheduling an appointment. Remember, that if you have any triggers set to fire from a 'confirmed' appointment, these…
1 min read · Video
Creating Calendars with Multiple Team Members Availability
This video shows you how to create a calendar that multiple team members can be booked through, and set it up to only have slots open based on each team member's individual…
2 min read
Adding Custom Forms to Calendars
Ask booking questions on a calendar by attaching one saved form. The form appears after the visitor picks a time.
1 min read
Google Organic Booking (Book from Your Google Listing)
Let customers book your services straight from your Google Business Profile, set up the booking feeds, and turn it off if needed.
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Connect Google Meet
Give every appointment its own Google Meet link automatically by connecting Google Calendar and choosing Google Meet as the location.
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Connect Microsoft Teams
Add Microsoft Teams links to appointments automatically by connecting your Teams account and choosing it as a meeting location.
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Connect Your Calendly Account
Bring Calendly bookings into FunnelStreams as appointments so all your meetings are in one place.
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Connect Your Google Calendar
Sync bookings between FunnelStreams and Google Calendar, choose a linked calendar, and block busy times with conflict calendars.
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Connect Your Outlook Calendar
Sync bookings with an Outlook or Microsoft 365 calendar and use it to block times you're busy.
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Connect Your iCloud Calendar
Connect an Apple iCloud calendar with an app-specific password to sync bookings and block busy times.
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Connect Zoom
Connect a Zoom account so each booked appointment gets its own Zoom meeting link.
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Look Busy Calendar Setting
Hide a share of your open booking times so your calendar looks more in demand.
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Add Guests to Calendar Bookings
Let people invite extra attendees when they book, and set how many guests they can add.
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Weekly Working Hours and Date-Specific Hours
Set the hours you're normally available each week, then override them for holidays, days off, or extra hours.
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Calendar Widget Customization
Change the colors, layout, and text of your booking widget to match your brand.
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Calendar Widget Step Order
Choose whether people fill in the form or pick a time first on your booking widget, so you capture leads even if they don't book.
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Add Notes to an Appointment
Keep notes on each appointment, with who wrote them and when.
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Appointment Email and In-App Notifications
Set up booking, confirmation, cancellation, reschedule, reminder, and follow-up emails plus in-app alerts for your team.
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Cancellation and Reschedule Policy
Let people cancel or reschedule from their booking links, and close those links a set time before the appointment.
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Collect Payments for Recurring Appointments
Charge for just the first session or the whole series when someone books recurring appointments.
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Primary Calendar and Sync Settings
Choose the calendar your team bookings are written to, and control contact creation, triggers, and conflict checks for synced events.
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Configuring Staff in Services
Add staff to services, set their availability, and give them role badges customers see when booking.
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Appointment Viewing Timezone
Choose the timezone you see appointment times in across calendars, contacts, and conversations.
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Add, Change, or Remove the Booking Widget Logo
Show your business logo on your booking widget, or swap or remove it.
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Let Customers Choose a Staff Member on Round Robin Calendars
Let people pick which team member they book with on a round robin calendar, and see how reschedules are handled.
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Set Up a Calendar for Classes
Use a class calendar to let many people book the same session, such as a workshop, training, or group fitness class.
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Calendar View Options
View appointments by day or month, side by side for several team members, calendars, or groups.
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Offer Multiple Meeting Locations
Let people choose how to meet when they book, such as by phone, video, or in person.
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One-Time Booking Links
Share a booking link that stops working after one booking, so people can't rebook or pass it around.
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Collect a Deposit at Booking
Take a flat or percentage deposit when someone books, and collect the rest later with an invoice.
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Buffer Time Before and After Appointments
Reserve time before or after appointments for prep, travel, or notes so bookings don't run back to back.
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Recurring Appointments
Let people book a series of repeating appointments, or create a custom repeating appointment yourself.
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Rooms and Equipment
Create rooms and equipment and link them to service calendars so bookings reserve them and nothing is double-booked.
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Screen Sharing in Meeting Rooms
Use full-screen mode, zoom, and system audio when sharing your screen in FunnelStreams meeting rooms.
1 min read
Service Calendars
Create service calendars for in-person services with set durations, staff, buffers, payments, and categories.
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Service Menu
Put all your service calendars on one booking page, grouped by category.
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Round Robin Team Member Assignment
Decide who a rescheduled appointment goes to, and whether new bookings always go to the contact's assigned user.
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Troubleshoot Availability with Calendar AI
Ask Calendar AI why a time or day isn't available and get a plain-language answer.
1 min read
View Booking Form Answers on an Appointment
See what someone entered in a custom booking form right from the appointment.
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Create One-Time Booking Links in Workflows
Create a fresh one-time booking link for each contact in a workflow and send it in your messages.
1 min read
Block Out Rental Items
Mark rental items unavailable for maintenance or other reasons without creating a booking.
1 min read
Rentals Global Settings
Set default hours, notifications, booking page style, and payment rules for your rental business.