Meetings

Written by: Marie VitkovaContributors: .Denis Muhuri

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

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.

Creating/Editing Meetings

See a video tutorial or the screenshots to the right

Individual Meetings:

  1. Click Meetings > Manage Meetings in FunnelBud's top toolbar to access the Meetings page.

  2. Click Create Meeting.

  3. Enter a title for the meeting in the Meeting Title text field.

  4. In the Who will host this meeting section, select your name.

  5. 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.

  6. Select how much time the meeting will take in the Duration drop-down menu.

  7. Select how much time to block off before and after the meeting in the Meeting Buffer drop-down menu.

  8. Select how long past a given hour the meeting can begin in the Start Time Increments drop-down menu.

  9. Select how long before the meeting begins a meeting can be booked in the Minimum Booking Notice section.

  10. Select the amount of time in advance bookings can be added to your calendar in the Booking Window drop-down menu.

  11. 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

You can set meetings that bring in many different people. To create a team meeting, do the following:

  1. Click Sales > Meetings in SharpSpring's left toolbar.

  2. Click Create Meeting.

  3. Enter a title for the meeting in the Meeting Title text field.

  4. Select A member of the team will host this meeting in the Who will host this meeting section.

  5. Enter applicable team member names in the Add Hosts text field.

  6. Select Add location or virtual meeting in a team member's Add location field.

  7. Click Apply.

  8. Repeat as necessary for all added team members.

  9. 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.

  10. Select how much time the meeting will take in the Duration drop-down menu.

  11. Select how much time to block off before and after the meeting in the Meeting Buffer drop-down menu.

  12. Select how long past a given hour the meeting can begin in the Start Time Increments drop-down menu.

  13. Select how long before the meeting begins a meeting can be booked in the Minimum Booking Notice section.

  14. Select the amount of time in advance bookings can be added to your calendar in the Booking Window drop-down menu.

  15. Click Save.


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

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

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If 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:

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