Funnel Breezy Knowledge Base
Calendars & Scheduling
How do I create a calendar appointment?
Learn how to create various appointment types for you and your business so that leads and clients can book in time with you.
Updated 2 days ago
Creating a new calendar appointment.
Funnel Breezy offers a multitude of features that allow for the creation of various types of booking calendars.
These calendars can be used to schedule weekly or one-off appointments, recurring appointments for coaching clients, and even connect to Zoom, Google Calendar, and accept payments. This article provides an overview of the various features and functions of the calendar area.
How to Create a Calendar Appointment: A Step-by-Step Guide
Before you start:
Make sure you have already connected your Zoom and Google accounts.
Steps:
Go to Calendars and skip right over to Calendar Settings.
Click “Create Calendar” then choose "Simple Calendar" if you are not wanting to create a Zoom link or you just want to use a recurring Zoom link, OR you can choose “Round Robin” for booking masterclasses or workshops with limited spots. Most users will use Round Robin.
Select “Advanced Settings” for a more detailed setup.
Name your calendar and add basic details like your name and the purpose of the call (e.g., Discovery Call). Indicate the duration of the meeting.
(Optional) Add a logo or image for your calendar.
(Optional) Write a description about the meeting (e.g., a brief explanation of what the discovery call is about).
Leave the “Meeting Invite Title” blank as it will automatically populate with the contact information.
Set your availability by day and time slot. You can choose multiple time slots per day.
(Optional) You can allow recurring meetings (e.g., weekly coaching calls).
Set the interval between bookable slots (e.g., 15 minutes).
Determine the scheduling notice (e.g., how many days in advance someone needs to book).
Set the date range for how far out people can book appointments (e.g., 30 days).
(Optional) Set a maximum number of bookings per day.
(Optional) Allow buffer time between calls (e.g., 15 minutes).
In the Forms and Payment section, you can edit the default thank you message, redirect to a URL on your website, and enable auto-confirmation for new meetings.
(Optional) Allow payments to be collected before booking the appointment.
Leave acknowledgements and notification emails off as you will likely have a separate automation set up for this.
Allow Google Calendar to send invites and assign yourself as the contact.
(Optional) You can customize the calendar’s appearance with a hex code. There is a separate walkthrough video on how to do this.
Decide whether to allow rescheduling and cancellation of meetings.
The meeting location will automatically populate with the Zoom link.
Save your calendar.