04 - Calendar & Appointments
This article explains how to log referral partner activity as appointments in CareFunnels and how to connect your work calendar.
How It Works
Log Every Touchpoint
Building referral relationships takes multiple meetings, and every touchpoint should be logged as an appointment.
CareFunnels includes five calendars, each representing an activity type.
The Five Activity Calendars
Material Drop-Off: Leaving a brochure or other materials to introduce your agency.
Networking Event: Meeting multiple potential referral partners at once and sharing your business card.
Face-to-Face Visit: An unscheduled drop-in to introduce yourself and suggest a future meeting.
Scheduled Meeting: A planned meeting, like a lunch, where the relationship really starts to grow.
Group Presentation: Presenting to a few people at once, which can sometimes lead to a referral right away.
Book an Appointment
Go to the Opportunities page and select the referral partner.
Click the calendar icon to open the booking window.
Choose the correct calendar, set the date and time, and set yourself as the Owner so the activity is tracked for you.
To log a past visit, click Custom and change the date to backdate the appointment.
Click Book Appointment to save.
Connect Your Work Calendar
Go to Settings > My Profile > Calendar Settings and click Connect.
This is a one-time setup, and appointments will sync automatically in both directions.
Key Takeaway
Logging every touchpoint in the right calendar shows exactly how much work is going into each relationship and which activities lead to referrals.
✅ Tip: Backdate any visits you forgot to log so your activity history stays complete and accurate.