> ## 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.

# How do booking links work?

> 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](https://klipy.ai/docs/guides/your-connections.md) before relying on booking links.

## 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.

Screenshot coming soon

Screenshot coming soon: new meeting type configuration form (title, duration, availability, location)

**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.

Screenshot coming soon

Screenshot coming soon: shareable booking URL with copy control

## 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:

**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.

## Pre-meeting brief

Screenshot coming soon

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

> [!NOTE]
>
> 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.

> [!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](https://klipy.ai/docs/guides/meeting-notetaker.md).

## Related guides

> [card] [Meeting notetaker](https://klipy.ai/docs/guides/meeting-notetaker.md)
>
> Recording, transcription, and how notetaker joins your calls.

> [card] [Pipelines](https://klipy.ai/docs/guides/pipelines.md)
>
> Deal stages, open items, and how Klipy reflects your pipeline in briefs and drafts.


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