Simple Booking Funnel

Easy Appointment Booking & Scheduling

Pat Murphy

Last Update há 3 anos

The simple booking funnel is the easiest appointment booking final you'll ever use. And it's so darn credible as well! It comes with a section so you can put your company logo, picture, message and embed your calendar.


If your are using the Agency Template. The Agency Template connects to this funnel by default when you click on “get your free 30 minute strategy session” 

Making Edits 

You can quickly and easily make edits to this funnel by going to Funnels and Websites > Funnels > Booking Funnel

Connecting Your Domain (or subdomain)

IMPORTANT: If you have not pointed the CNAME record of your subdomain to the Sales Center yet, here's how to do it. You only need to do this one per domain. Once this is set up on the domain you want. You can use that domain name with as many funnels you would like.

Your agency assessment funnel can be pointed to the domain (root) or subdomain of your choice. Typically our agency partners put this catalog under a subdomain such as info.youragencyname.com.

To associate a domain name to your funnel, while inside of the funnel, go to the settings tab. From here, you can select a domain name from the drop-down list or add a new domain.  

Once your subdomain is connected, you are live! You can then start sharing the link with customers, or have it linked to one of the menu items of your website.

Setting Up Notifications (2 minute setup)

IMPORTANT: If you've set up all of the custom values on any of our funnels in the past, then you don't have to do it again. All funnel notifications will be configured to send to the correct contact.

You have the ability to route the notifications however you would like. By default, we have the catalog set up to send all lead notifications to your Agency's Email. To complete the notification setup process, simply go to Settings > Custom Values and fill out the value of each label. 

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