Nutshell Scheduler: Effortlessly plan, schedule, and manage meetings in Nutshell

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, Scheduler will help you simplify your scheduling process and streamline your workflow.

Getting started

You can find Scheduler in the Calendar section 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.

Configuring Meetings: Tailored to your specific requirements

Scheduler offers you the flexibility to configure meetings according to your specific needs. Simply access the Meeting details page, and customize each meeting by adding important 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 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.

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.