Create shareable booking links, let prospects pick a time, and get an auto-generated pre-meeting brief for every booked call.
The Scheduler lets you create booking links you share with prospects—no more email ping-pong to find a time. When someone books, Klipy uses everything it knows about the contact and the deal to build a pre-meeting brief, so you walk into every call prepared. That combination—scheduling plus context-aware prep—is what makes this more than a generic calendar tool.
Calendar required. Availability syncs from your connected Google or Outlook calendar. Connect your channels before relying on booking links.
Copy the URL and paste it anywhere prospects already see you: email signature, LinkedIn messages, cold outreach, or follow-up threads. The prospect opens a live availability calendar and picks a slot—no back-and-forth.When your delegation rules are set up to include booking links, Klipy can insert scheduling links into follow-up drafts automatically, so every “let’s find time” reply can carry your link without extra clicks.
Screenshot coming soon: Pre-meeting brief panel on the Calendar view for a booked event
The brief is the moment Klipy stops being “just scheduling.” It pulls together what you need to run a sharp call:
Contact profile and relationship history — who they are and how you’ve engaged over time
Deal stage and open pipeline items — where the opportunity sits and what’s still in play
Last conversation summary and unresolved action items — what was said and what’s still owed
Sales framework gaps — criteria your methodology cares about that haven’t been covered yet with this prospect
Suggested agenda items — next moves inferred from deal context, not generic bullet points
Unlike tools that only move calendar slots, Klipy’s brief turns a booked meeting into ready-to-run context—so you’re not re-reading threads five minutes before the call.
Video link and notetaker. For Klipy to auto-join with the notetaker, the meeting type must include a video link from your connected provider. Learn more in Meeting notetaker.
