How to create a Scheduler event

Want to allow leads and customers to book appointments with you, then collect their information in your CRM? Nutshell Scheduler lets you create and manage bookings from inside Nutshell, helping you streamline lead generation. Take a tour of how to use Nutshell Scheduler.

11 steps

Nutshell

Navigate to the Scheduler Page from the Sales Dashboard.

Click "Create new meeting."

Select the meeting type then click "Create meeting."

Name your meeting then click "Save."

Personalize your meeting details.

Click "Form" to navigate to the form settings tab.

Customize your form or use the default.

Add rules to automate person, lead, company and notification creation.

Configure reminder settings and more in the "Advanced options" tab.

Click "Share."

Share your calendar as a link or embed it on your website.