This manual covers every module in Funnelvision.com: the customer and patient record systems, appointment scheduling, point-of-sale, billing and invoicing, ID badge printing, questionnaire and task tools, the 40+ B2B data connectors, and the account-level features available from every screen (Live Help, AI Assistant, theme customization, and more). Use the table of contents to jump to any section.
A searchable customer/account grid with full contact details, activity history, and billing information attached to every record — the central rolodex the rest of the platform is built around.
A collapsible launcher covering every tool in the platform — Management, Quick Intake Functions, and Core Tools — so you're never more than one click from any module, without leaving the page you're on.
Patient-focused record management with the same account-level tools available in Customer/Business View: Live Help, AI Assistant, theming, and full Quick Navigation access.
Quick-access shortcuts for provider appointments and medical sample handling, alongside the same Walkie Talkie, Video, Email, and Text tools available platform-wide.
Add one or more customers directly above the grid without leaving the page.
Add a charge or payment above the customer grid in a couple of clicks.
Real-time push-to-talk voice communication, opens in a new tab.
Start or join a secure two-way video call directly from a customer or patient record.
Place an outbound voice call.
Push-to-talk combined with team task messaging, for internal staff coordination.
Compose and send email via SMTP or Office 365, tied to the current record.
Send an SMS message tied to the current record.
Review system and account activity logs.
Build and manage billing templates and invoices.
Manage your connected web storefront.
Bulk-import customer records and transaction data from CSV files or external sources.
Insurance claim billing and reconciliation tools.
Map data fields directly onto PDF templates from a customer's document repository.
Manage outbound communications across the account.
Manage the vendor catalogue and inventory items used in Cash Register and billing.
Create and manage custom reference lists used throughout the platform.
Design and publish surveys and questionnaires — see the full section below.
Manage task forms and workflow intake — see the full section below.
Design and edit invoice templates used by Billing/Usage.
Schedule and manage provider bookings — opens Provider Booking.
Add, edit, and control user access, roles, and permissions.
Create and submit new transactions.
Submit new spreadsheet-style freeform data.
Submit and manage intake forms.
Create and manage new account intake.
Compose and manage incoming messages.
Patient and clinical record intake — opens Patient View.
Point-of-sale intake — opens Cash Register.
Cash Register supports scannable command barcodes for common register actions, speeding up checkout in high-volume retail settings.
Files attach to the correct record automatically — no manual filing or folder hunting required.
A visual summary of every attachment on a record, surfacing the most relevant files first instead of a flat file list.
Used across every kind of practice: medical (X-rays, lab results, insurance cards), engineering (schematics, field photos), legal (contracts, filings), retail (receipts, warranties), and more.
Import historical records from legacy CSV files or custom/homegrown databases — an AI importation concierge helps map fields from older systems into clean, structured records, reducing the manual work of migration.
Reach the support team directly from any page — see below for how to open it.
A built-in AI search/assistant available from the main toolbar.
Customize the page background and overall look of your workspace.
An account-wide activity and metrics overview.
Tracks database storage used, attachment storage used, and lets you purchase additional credits directly.
Try the platform with sample data or your own, no signup required.