FunnelsEye Knowledge Base

After your access is approved, you'll receive a secure link to create your password and sign in to the dashboard. From there:

• Open the secure access link from your email.
• Create a strong password and sign in.
• Complete your profile and business information.

If you didn't receive your access link, email hi@funnelseye.com and we'll help.

The dashboard is your command center. From a single place you can manage leads and clients, schedule and run sessions, automate follow-ups, track performance, and handle payments. Each section includes inline guidance to help you get started quickly.

Leads and clients are organised in dedicated views so you always know who needs attention. You can track status, add notes, and trigger automated follow-ups. For a detailed walkthrough, reach out to hi@funnelseye.com.

You can schedule sessions, generate meeting links through connected integrations, and set up automated reminders and follow-ups so nothing slips through. Automations run quietly in the background once configured.

From your FunnelsEye dashboard, go to the Calendar section, click Settings, then find Zoom and select Connect. You'll be redirected to Zoom to securely authorise the connection via OAuth using your own Zoom account. Once authorised, FunnelsEye can create and manage meetings on your behalf. The integration is fully optional.

The integration lets you automatically create and manage Zoom meetings from your dashboard and trigger follow-up workflows.

• FunnelsEye does not host meetings.
• FunnelsEye does not share or resell Zoom accounts.
• Every meeting is hosted and controlled by your own connected Zoom account.

You can disconnect Zoom anytime from Calendar → Settings → Zoom → Disconnect. You may also remove it from Zoom directly:

• Sign in to the Zoom App Marketplace.
• Go to Manage → Added Apps.
• Find FunnelsEye and click Remove.

Once removed, FunnelsEye can no longer access your Zoom data and associated tokens are invalidated. For data deletion, email privacy@funnelseye.com.

A connection can drop if you changed your Zoom password, revoked access, or the app was removed from your Zoom account. Simply reconnect via Calendar → Settings → Zoom → Connect again. If the issue continues, contact hi@funnelseye.com.

Platform access is offered on a subscription basis. All payments are processed securely through trusted, regulated payment partners, and card details are never stored on our servers. For any billing question, email hi@funnelseye.com.

Cancellations and refund eligibility depend on your plan and the terms agreed at the time of purchase. For any refund or cancellation request, email hi@funnelseye.com with your transaction details and our team will guide you through the applicable process.

You can update your profile, business information, and payout details from your account settings in the dashboard. If you need help changing the email on your account, contact hi@funnelseye.com.

Payments are handled by trusted, regulated payment partners that meet applicable security and compliance standards, so every transaction stays protected. The Platform does not store card details on its own servers.

To receive payouts, you'll complete a short, secure verification step with our payment partner. Once verified, settlements are processed to your registered account in line with standard timelines. For help, email hi@funnelseye.com.

All data is encrypted in transit and at rest. The Platform enforces access controls and multi-factor authentication for privileged access, and conducts regular security reviews. We process data in line with applicable data protection laws, including GDPR and India's DPDP Act, and we never sell personal data.

To request access, correction, or deletion of your personal data, email privacy@funnelseye.com. Our team will assist you within the timeframes required by applicable law.

We collect information you provide directly — such as name, email, phone, professional details, and billing information — and we process integration data (like Zoom meeting details) only to deliver the services you've connected. We collect only what's needed to run the Platform.