Scheduler makes planning and managing meetings easier than ever. Whether you need to schedule demo sessions, sales team introductory meetings, or any other type of meeting including meetings with multiple co hosts, Scheduler will help you simplify your scheduling process and streamline your workflow.
Getting started
You can find Scheduler in the primary navigation menu in Nutshell.
To get started with Scheduler, simply connect your Google or Office 365 calendar within Nutshell. This step is crucial as it enables Scheduler to accurately determine your availability. Once connected, you can start configuring your meetings.
Configure meetings tailored to your specific requirements
Scheduler offers you the flexibility to configure meetings according to your specific needs. You are able to configure solo or co-host meetings.
Create a co-hosted meeting from scratch
You can create a new meeting by clicking the "Create new meeting" button.
In the dialogue box, you can select 'Solo' or 'Co-host'. Creating a co-hosted meeting this way allows you to add co-hosts to the meeting from the dropdown.
Add co-hosts and duplicate meeting
Alternatively, you can add a co-host to an existing meeting in Scheduler. Adding a co-host to an existing meeting automatically duplicates the meeting.
Once you've created a solo or co-host meeting, you can configure it on the Meeting details page where you can add information such as:
Name
Description
Booking confirmation message
Setting the duration
Setting the location (whether it's virtual, in-person, or phone call)
Choosing the activity type
Setting your availability
For virtual meetings, you’ll be prompted to connect your Zoom, Google Meet or Microsoft Teams account when you click the location dropdown.
Sync with Nutshell activities
In the Activity type dropdown, you’ll be able to select your specific Nutshell activity type.
Clicking on the meeting name on the Bookings page opens a modal where you are able to log the meeting as an activity.
Within the Availability section, you can specify your preferred time slots for booking meetings. If you have co-hosts in different time zones, Scheduler will notify you. This way, you can easily coordinate and confirm suitable meeting times for those specific meetings.
On the Form page, you’re able to add/edit form fields, configure rules to automatically create a person, lead, or company in Nutshell, and set up notifications to be informed once a meeting is booked.
The Advanced options tab allows you to configure additional options like:
Date range that the meeting can be booked
Minimum amount of notice required before someone can book the meeting
Time slots for invitees
Maximum events per day
Buffer time
When it comes to managing your bookings, you’ll be able to see a comprehensive list view of all the bookings made on the Bookings page, details will include:
Meeting name
Date of the meeting
Meeting status i.e. Scheduled; Past; Canceled
Booked by
Date the booking was made
Link to the form submission
Ability to reschedule, cancel or remove a booking as the meeting host
Streamline booking process: Inviting participants made easy
Once you've configured a meeting, Scheduler makes it simple to allow invitees to book a meeting with you. The ‘Let people book this meeting’ checkbox is checked by default which when checked allows invitees to access and book the meeting. If you want to disallow people to book a specific meeting, simply unchecking the ‘Let people book this meeting’ check box deactivates the meeting.
You’ll also be able to clearly preview all configured meetings to make sure that all the details are correct by clicking the Preview button.
Once your meeting is configured, you can simply share the meeting link by clicking the Copy link or clicking Share which will open a modal. The modal has the same meeting link that you could copy and share with your invitees, and they can easily book a time slot based on your availability. No more endless email exchanges or confusion.
Confirmation emails: Ensuring clarity and convenience
With Scheduler, your meeting participants receive a confirmation email as soon as they book a meeting with you. This email contains all the essential details, such as the meeting name, date, time, and location. Additionally, the confirmation email allows your participants the ability to cancel or reschedule if needed, fostering flexibility and reducing last-minute changes.