Funnel Bookings allows you to schedule and manage one-to-one or individual events, such as private tours or interviews.
Check out this video for a quick overview:
What can I do in the new Bookings module?
Create and manage booking types
Set who should receive registration email notifications
Set whether to request guest names on the registration form
Set the location type as virtual or in-person
Set which pipeline stage leads should appear in when they register for a booking type
Manage your time slots for booking types
What can I do on the Bookings overview page?
Use quick filters on the events table
See bookings grouped by your booking types
Create a new booking type
Select to manage your booking types
Select to manage booking time slots
Search for a booking by lead or guardian details
Select the grey three more action dots for quick booking actions
What can I do on my Bookings details page?
View sessions that are available or booked
Filter bookings using the quick or advanced filter options at the top of the table
Invite leads to book a time slot
Book a session on behalf of a family
Select individual or multiple bookings to view available bulk actions
Search for a particular booking
Select the column heading to reorder and group the data
Export all booking information
This video gives you an overview of the Bookings details page:
What can our registering families now do?
Reschedule or cancel a booking via their confirmation email
View available time slots in a calendar to book a session
Personalise emails for booking information, with a calendar link to save a booking to the family calendar
Set an automatic reminder 24 hours before the booked session
If you have any more questions, check out our Funnel Bookings module FAQ article, or get in touch!