> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduler (booking links)

> 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.

<Note>
  **Calendar required.** Availability syncs from your connected Google or Outlook calendar. [Connect your channels](/guides/your-connections) before relying on booking links.
</Note>

## Creating a meeting type

<Steps>
  <Step title="Open Scheduler">
    In the app, go to **Workspace → Scheduler** (or **Settings → Scheduler**).
  </Step>

  <Step title="Start a new meeting type">
    Click **New meeting type** to begin setup.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Sharing your link

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.

## What happens when a meeting is booked

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

<Steps>
  <Step title="Calendar sync">
    The event is **added to your connected calendar** automatically so your day stays accurate.
  </Step>

  <Step title="Pre-meeting brief">
    Klipy **generates a pre-meeting brief** from your CRM context, conversations, and pipeline—see the next section for what’s inside.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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

<Info>
  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.
</Info>

<Note>
  **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](/guides/meeting-notetaker).
</Note>

## Related guides

<CardGroup cols={2}>
  <Card title="Meeting notetaker" icon="video" href="/guides/meeting-notetaker">
    Recording, transcription, and how notetaker joins your calls.
  </Card>

  <Card title="Pipelines" icon="git-branch" href="/guides/pipelines">
    Deal stages, open items, and how Klipy reflects your pipeline in briefs and drafts.
  </Card>
</CardGroup>