Feature

March 25, 2025

Jung-Hong KimJung-Hong KimCo-founder & CEO, Klipy

Klipy Scheduler: booking links that log every meeting to your CRM

Share your booking link, auto-join meetings with Klipy Notetaker, send reminders, and capture every booking as a CRM interaction.

Klipy Scheduler is generally available

Klipy Scheduler is now generally available to every user from the side navigation. It shares a booking link, auto-joins meetings with the notetaker, sends reminder emails, and logs each booking as a CRM interaction with every participant added as a contact.

Klipy Scheduler left limited access and is open to all users. Share one booking link and Klipy handles notetaker auto-join, post-booking redirects, reminder emails, and CRM data entry for you.

What changed

  • Klipy Scheduler is available to all users from the side navigation
  • The notetaker can auto-join scheduled meetings and capture notes from the start
  • Reminder emails cover confirmation, rescheduling, cancellation, and a one-hour reminder
  • Every scheduled or cancelled booking is logged as a CRM interaction and each participant becomes a contact

Klipy Scheduler is now available to everyone, straight from the side navigation. Share one booking link, let prospects pick a time, and Klipy handles the meeting from the moment it's booked to the moment it lands in your CRM.

What changed

Klipy Scheduler moved out of limited access and is now open to every user from the side navigation. It ships with four pieces:

  • Automatic Klipy Notetaker: Klipy can join your scheduled meetings on its own, so the notetaker is capturing notes from the moment the call starts.
  • Custom redirect URLs: after someone books, send them to any page you choose, whether that's pre-meeting materials, a welcome video, or more about your business.
  • Meeting reminder emails: cut no-shows with a booking confirmation right after scheduling, rescheduling notices when a time changes, cancellation updates, and a reminder one hour before the call.
  • Automatic sales admin: every scheduled and cancelled booking is captured as an interaction record, and each participant is created as a contact in your CRM. No manual entry.

Who it's for

Owner-sellers who book their own meetings and don't want to run scheduling, reminders, and CRM data entry by hand. If you're the person doing the selling and the admin behind it, the scheduler takes the admin off your plate.

How to use it

Open the side navigation and click Scheduler. Create your scheduling links, share one, and start booking. More at klipy.ai.

Frequently asked questions

Where do I find Klipy Scheduler?

Open the side navigation and click Scheduler, then create your booking links.

Does Klipy add meeting attendees to my CRM?

Yes. Each participant in a scheduled booking is created as a contact, and the booking is captured as an interaction record automatically.

Jung-Hong Kim

About the author

Jung-Hong Kim

Co-founder & CEO, Klipy

Jung-Hong Kim is the co-founder and CEO of Klipy, the AI CRO for owner-led B2B teams. He has spent over 15 years in B2B technology and builds Klipy while running its sales himself, the same owner-seller he builds for who still closes and delivers the work. He writes about sales follow-up, speed-to-lead, and running a founder-led sales motion without an SDR team, grounded in what actually works when the person selling is also the person doing the delivery.

15+ years in B2B technologyCo-founder and CEO of KlipyHKUST alumnus

Klipy Scheduler is generally available

Category: Feature. Published: March 25, 2025.

Klipy Scheduler is now generally available to every user from the side navigation. It shares a booking link, auto-joins meetings with the notetaker, sends reminder emails, and logs each booking as a CRM interaction with every participant added as a contact.

This is a changelog entry from Klipy, the AI Sales Operating System. Klipy automatically captures every sales conversation across email, meetings, LinkedIn, WhatsApp, and Telegram, then handles follow-ups, CRM updates, and meeting prep.

Learn more at https://klipy.ai. View all changelog entries at https://klipy.ai/changelog.

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