Nutshell Scheduler (lite version) is available on Nutshell Pro. Scheduler's full capabilities (custom domains, round-robin, custom meeting URLs, private meetings, company logo & avatar uploads, and no Nutshell branding) are available on Nutshell Business and above.
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.
Watch a short video to get started with Nutshell Scheduler:
Follow our interactive demo in Nutshell:
Getting started
You can find Scheduler in the Sales 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, co-host or round-robin 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', 'Co-host' or 'Round-robin'. 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.
Create a round-robin meeting from scratch
In addition to solo and co-hosted meetings, Scheduler also supports round-robin meetings, a great option for maximizing availability across a team. Round-robin scheduling automatically rotates meeting assignments among selected team members, making it ideal for meetings like “Meet with our Sales team” where any available team member can take the appointment.
If you're on our Nutshell Business or Enterprise plan, you can take advantage of this round-robin feature to make scheduling even easier and more efficient for your team.
To set up a round-robin meeting, click the "Create new meeting" button and select Round-robin in the dialogue box. Your list of teams configured in Users and teams will appear in the dropdown. Simply select the specific team you'd like to include in the rotation—Scheduler will handle the rest, assigning the meeting to an available team member.
Once you've created a solo, co-host or round-robin 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
Buffer time
Allow additional attendees
Add additional attendees
Need to allow more people into a meeting? Some meetings, like an introductory meeting or a brainstorming session, may require more than one guest. For these types of Scheduler meetings, adding the ability to include more guests is simple.
How to enable adding additional attendees to your Scheduler meeting
Head to the Advanced options tab in your Scheduler meeting
Find the 'Allow additional attendees' section and check the box
Adding attendees
Once enabled, your invitees will see the '+Invite additional guests' text link.
When clicked, they can easily add/remove any additional guest email addresses:
All added guests will receive a meeting invitation via email which will include the attendee list. Additionally, all guests added can easily be seen in the 'All details' link on the booking page in Scheduler as well as in the activity dialog.
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
Booked with (for round-robin meetings)
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.
Your meeting page
Your meeting page is the central hub where all your available, bookable meetings are displayed and that can be shared with invitees i.e. people who are looking to schedule a meeting with you.
When you share your meeting page link with others, they can view the meetings you've set up and select the time slots that best fit their availability.
Personalize your meeting page URL
Give your meeting page a more professional and personal touch by customizing the URL. You can create a personalized link with your domain (if you've configured one in Nutshell), your name or company name for a cleaner, more recognizable link. For example: scheduler.nutshell.com/hamida-bapoo instead of scheduler.nutshell.com/n/schedule-booking/355430/m1vkUl
To personalize your URL, simply click the 'Customize' button. From the domain dropdown, you can select from available options. If you've configured a custom domain, it will be available for a fully branded experience. Then, add your custom slug (up to 30 characters, using only alphanumeric characters or dashes), and hit Save.
Add your company logo & avatar
Add your company logo and avatar to your meeting pages for a more branded and professional appearance. These images will appear on both the main meeting page and individual meeting pages, giving your invitees a consistent look that reflects your business.
Logo: Your company logo comes from Settings > Administration > General, where an admin user can upload it. This logo will appear on your meeting pages to represent your business.
Avatar: The avatar comes from Settings> Your settings > Profile, where you can upload a profile picture or another relevant image to personalize your meeting pages.
Once the images are uploaded, make sure to toggle them on to ensure they appear on your meeting pages.
Customize individual meeting URLs
Additionally, you can customize the URL for individual meetings to make each meeting link unique and easy to manage. Head to the Meeting details > Meeting URL section:
Note: Custom meeting URLs are not supported for Co-hosted and Round-robin meetings.
Private meetings
If you need to keep certain meetings private, you can 'Hide from page'. This option hides the meeting from the public meeting page, making it ideal for confidential or internal meetings. Share these private meeting links only with select invitees.
Private meeting links: Keep them hidden from the main meeting page.
Perfect for confidential discussions: Ensure sensitive meetings are kept secure.
There are two ways that you can hide meetings from your main meeting page.
1. Click the three-dot menu on your meeting card > Hide from page
2. You can uncheck the 'Show on your public meeting list' checkbox at the top of your Scheduler meeting configuration page
If you'd like to bring it back, simply click the three-dot menu > Make public or check the 'Show on your public meeting list' checkbox.
Conflict calendars
In addition to your primary calendar for syncing activities, you can also connect multiple other conflict calendars within your calendar settings to help avoid booking conflicts.
When Nutshell sees an appointment within a conflict calendar, it will block off that time in Scheduler to ensure you aren’t booked during a time when you aren’t available. This ensures that activities booked through your Scheduler links never conflict with activities across the other calendars you manage.
To connect conflict calendars, go to your settings and selecting ‘Calendar.’ You'll see your external calendar account at the top, along with the specific calendar you use to sync your activities and your activity settings.
Below those settings is a section for adding more calendars to prevent scheduling conflicts. You can connect multiple calendars from the same account or from different accounts, and you can even mix and match calendar connections between Google and Office 365.
You can also add additional calendars by going to Sales > Scheduler and clicking on the calendar connection dropdown, then selecting 'Add additional calendars.' This will take you to the Calendar section of your settings.
