11 - Calendar and My Profile Settings in CareFunnels

CareFunnels allows you to integrate your personal calendar and adjust account settings to make the platform more personalized and efficient. This article walks you through the key features available in the Settings area and how to connect your calendar.

• You can link your personal calendar (such as Google Calendar or Outlook) to CareFunnels.

• Once connected, any appointments you schedule in CareFunnels will also appear on your personal calendar.

• This ensures you never miss a booking and keeps all your events in one place.

How to Connect:

1. Click Settings at the bottom left of the screen.

2. Navigate to the Calendar Integration section.

3. Follow the prompts to connect your calendar provider.

4. Once connected, test by creating a booking to confirm it syncs correctly.

• Add a profile picture to make your account easy to recognize.

• Your image will display in areas like the Opportunity Pipeline, making it clear which owner is assigned to a lead.

• Change or update your password at any time directly in the settings menu.

• Best practice: use a strong, unique password for added security.

• Depending on your account setup, you may also see options to adjust:

  • Notifications (decide how you want to be alerted about new leads, tasks, or appointments)

  • Time Zone (ensures appointments and tasks display correctly for your region)

• Efficiency: Calendar syncing ensures you don’t double-book or miss an appointment.

• Personalization: A profile image makes ownership clear in team workflows.

• Security: Regularly updating your password helps protect your account.

✅ Tip: Always connect your personal calendar early in setup. This way, all future appointments will sync automatically without extra work.