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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.

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Creating a meeting type

1

Open Scheduler

In the app, go to Workspace → Scheduler (or Settings → Scheduler).
2

Start a new meeting type

Click New meeting type to begin setup.
3

Configure the meeting type

Set the basics and behavior:
  • Title — e.g. “Discovery Call”, “Demo”, “Executive alignment”
  • Duration — 15, 30, 45, or 60 minutes
  • Availability window — when you’re bookable
  • Buffer time — space between meetings on your calendar
  • Location — Google Meet, Zoom, or Microsoft Teams (uses your connected account)
  • Confirmation email text — what the prospect sees after they book
You can create multiple meeting types for different stages—intro, demo, negotiation, renewal—each with its own rules and branding.
4

Share your unique URL

Each meeting type gets a unique shareable URL (for example, klipy.ai/meet/yourname/discovery). Copy it when you’re ready to share.
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.

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What happens when a meeting is booked

When someone books through your link, Klipy runs a full handoff in the background:
1

Calendar sync

The event is added to your connected calendar automatically so your day stays accurate.
2

Pre-meeting brief

Klipy generates a pre-meeting brief from your CRM context, conversations, and pipeline—see the next section for what’s inside.
3

Where you see it

The brief appears on the Calendar view for that event and is emailed to you, so you can skim it from inbox or in-app before the call.
4

Notetaker (when video is included)

If the meeting type includes a video link, the Klipy notetaker is scheduled to join the call automatically—see the note below.

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Pre-meeting brief

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.

Meeting notetaker

Recording, transcription, and how notetaker joins your calls.

Pipelines

Deal stages, open items, and how Klipy reflects your pipeline in briefs and drafts.
Last modified on April 5, 2026