Embedded Files
Meetings feature allows you to design and add meeting links and buttons to your Smart Mail, email signatures, landing pages or website.
Every booked meeting creates a task and new FunnelBud contact, and you'll be able to see the meeting in their timeline.
Overview of the FunnelBud Meetings feature
Overview of the FunnelBud Meetings feature
meeting booking feature.mp4Accessing Meetings
Accessing Meetings
Click Meetings > Manage Meetings in FunnelBud's top toolbar to access the Meetings page.
Prior to setting schedules and booking meetings, you will need to connect calendars and email accounts.
For more information on connecting accounts, refer to Connecting Email Accounts to Meetings.
Click Meetings > Manage Meetings in FunnelBud's top toolbar to access the Meetings page.
Click Create Meeting.
Enter a title for the meeting in the Meeting Title text field.
In the Who will host this meeting section, select your name.
Optionally, do any or all of the following:
Click the Set as Primary checkbox.
Enter a description for the meeting in the Meeting Description text field.
Enter a location for the meeting in the Meeting Location text field.
Click the Make it a Zoom meeting checkbox.
Select how much time the meeting will take in the Duration drop-down menu.
Select how much time to block off before and after the meeting in the Meeting Buffer drop-down menu.
Select how long past a given hour the meeting can begin in the Start Time Increments drop-down menu.
Select how long before the meeting begins a meeting can be booked in the Minimum Booking Notice section.
Select the amount of time in advance bookings can be added to your calendar in the Booking Window drop-down menu.
Click Save.
Creating meetings (click the image to enlarge)
Editing meetings (click the image to enlarge)
Customizing meetings (click the image to enlarge)
Team Meetings
Team Meetings
You can set meetings that bring in many different people. To create a team meeting, do the following:
Click Sales > Meetings in FunnelBud's left toolbar.
Click Create Meeting.
Enter a title for the meeting in the Meeting Title text field.
Select A member of the team will host this meeting in the Who will host this meeting section.
Enter applicable team member names in the Add Hosts text field.
Select Add location or virtual meeting in a team member's Add location field.
Click Apply.
Repeat as necessary for all added team members.
Optionally, do either or both of the following:
Enter a description for the meeting in the Meeting Description text field.
Enter a location for the meeting in the Meeting Location text field.
Select how much time the meeting will take in the Duration drop-down menu.
Select how much time to block off before and after the meeting in the Meeting Buffer drop-down menu.
Select how long past a given hour the meeting can begin in the Start Time Increments drop-down menu.
Select how long before the meeting begins a meeting can be booked in the Minimum Booking Notice section.
Select the amount of time in advance bookings can be added to your calendar in the Booking Window drop-down menu.
Click Save.
Sharing Meetings
Sharing Meetings
You can share meetings that you have created. Each meeting link or button is unique to individual meetings.
Meetings can be shared via emails and landing pages in FunnelBud or liked to from your website (see FunnelBud website for inspiration).
For more information on setting meeting links to emails and landing pages, refer to Sharing Meetings.
Interested in Zoom integration? Visit Using Zoom with Meetings
How to change your meetings photo
How to change your meetings photo
FunnelBud automatically 'pulls' the meetings photo from your existing calendar, i.e. Google or Microsoft Calendar.
To change your meetings photo you'll first need to change the profile picture on your Google or Office 365 account.
If the changes do not reflect on your FunnelBud account, you can try disconnecting and reconnecting your calendar
how to fix The Meetings feature not working
how to fix The Meetings feature not working
2022-05-28_21-03-49.pngIf your meetings links stop working and show an error page like this one when you click the meeting link, this means that the connection between FunnelBud and your Google or Office 365 calendar was lost.
NOTE: If your meeting links stop working there's a good chance that your Mail Sync isn't working too, so please check on that too.
To fix this problem, you will need to go to the Meetings settings in FunnelBud, and reconnect it by signing into your Google or Office 365 account, as shown in the video below:
2022-05-28_21-36-06.MP4REGARDING EXISTING CALENDAR EVENTS
Meetings respect events set to Busy status already on your calendar. They will not allow that time to be booked. However, meetings will not respect events set as Free status. They will allow that time to be booked with your meeting link.
To avoid scheduling conflicts, set your important calendar events or meetings to Busy status.
For more information on how to set events status Busy, read the below external articles.
Set event status for Google Calendar
Set event status for Office 365
Why do I see pre-filled details on the meeting booking form?
It’s because you are being tracked (mostly filled out a form before) and you are using the same device.
If the form is being filled by a person who is not being tracked or when using a different device, the fields appear blank. You can test this by viewing the form using an incognito browser.
When you send the meeting booking link to a person, they cannot see prefilled details of another person.
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