Tenant Account

Manage Your Booking Funnel

Logged in as Luxe Studio
Plan Starter

Calendar limits are enforced in existing CRM staff/calendar settings.

Booking Source Existing CRM Calendars

Use CRM staff profiles and calendar settings as the source of truth.

Booking Funnel

Customize the tenant copy of the master template.

The master template stays hidden in CRM OneSource admin. This screen updates only this tenant's cloned funnel and public booking URL.

Existing CRM Staff & Calendars

Use the staff profile and calendar pages already built in CRM OneSource.

The Booking Funnel does not create staff profiles or connect calendars. It only displays the selected service menu/calendar that already exists in the CRM.

Where staff is managed

CRM Settings -> Staff / Team

Where calendars are managed

CRM Settings -> Calendars / Calendar Connections

Plan limit rule

Starter allows 2 bookable staff calendars, Premium allows 5, and Pro allows 8. Premium and Pro can add more staff calendars for $10/month each.

Business Profile

Shared tenant details.

These values can feed invoices, CRM records, staff settings, service menus, and the public booking funnel.

Tenant
Luxe Studio
Public booking URL
book.crmonesource.com/luxe-studio
Staff source
CRM Settings -> Staff
Template access
Tenant clone only; master template is admin-only