Scheduler settings

Scheduler

Scheduler creates shareable booking links that show your available times. People can view your availability and book meetings directly on your calendar based on the preferences you've set.

How to set it up

1. Turn on Scheduler in Account Settings → Meeting Assistant
2. Under Your meeting links, click + Add meeting link to create a new scheduling link
3. Under Add meetings to this calendar, select which calendar should receive booked meetings
4. Under Default location for meetings, choose Phone, In person, or Zoom
5. Set Schedule meetings between these hours to define when meetings can be booked
6. Select Schedule meetings on these days to choose which days you're available
7. Set Advanced notice before a meeting can be scheduled to control how far in advance people can book (prevents last-minute bookings)
8. Add scheduled meeting guidelines to customize what happens after meetings are booked (optional)
   • Guidelines let you add instructions like "Always add person to my CRM" or "Draft a personalized confirmation email"

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Advanced settings

Click Advanced settings to customize your scheduling experience further. You can set custom available hours, choose specific days, adjust advance notice requirements, and create a questionnaire.

Adding questionnaire questions

Create custom questions to gather information from people when they book meetings. Under Questionnaire, click + Add question to add fields that attendees must complete during booking. This helps you prepare for meetings by collecting relevant details upfront.

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What to expect

After creating a scheduling link, you can share it with anyone. They'll see your available times based on your settings and can book directly on your calendar.

Quin prevents double-bookings and respects your availability preferences. When someone books a meeting, it appears on your calendar automatically. If you've added guidelines, Quin will follow those instructions (like adding the person to your CRM or drafting a confirmation email).

When you email someone Quin already knows, it automatically creates a personalized scheduling link with their name. You can also create multiple scheduling links with different settings - for example, one link for 30-minute consultations and another for 60-minute strategy sessions.

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Embedding your scheduler on your website

You can add your Quin scheduler directly to your website so visitors can book meetings without leaving your site. There are two ways to embed:

Inline embed (displays scheduler on your page)

Copy this code and paste it into your website's HTML. Replace YOUR_SCHEDULER_URL with your actual scheduling link.

<div style="position: relative; padding-bottom: 125%; height: 0; overflow: hidden; max-width: 100%; min-height: 600px;">
  <iframe 
    src="YOUR_SCHEDULER_URL" 
    style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: 0;"
    title="Schedule a meeting">
  </iframe>
</div>

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Button widget (opens scheduler in popup)

<!-- Add this button anywhere on your page -->
<button id="quin-scheduler-btn">Schedule a Meeting</button>

<!-- Add this CSS -->
<style>
  #quin-scheduler-btn {
    padding: 12px 24px;
    background-color: #0066cc;
    color: white;
    border: none;
    border-radius: 6px;
    cursor: pointer;
    font-size: 16px;
  }
  .quin-modal-overlay {
    display: none;
    position: fixed;
    top: 0;
    left: 0;
    width: 100%;
    height: 100%;
    background-color: rgba(0, 0, 0, 0.7);
    z-index: 9999;
    justify-content: center;
    align-items: center;
  }
  .quin-modal-overlay.active {
    display: flex;
  }
  .quin-modal-content {
    position: relative;
    width: 90%;
    max-width: 800px;
    height: 90%;
    max-height: 800px;
    background: white;
    border-radius: 8px;
    overflow: hidden;
  }
  .quin-modal-close {
    position: absolute;
    top: 10px;
    right: 10px;
    width: 32px;
    height: 32px;
    background: white;
    border: none;
    border-radius: 50%;
    cursor: pointer;
    font-size: 24px;
    line-height: 1;
    z-index: 10000;
    box-shadow: 0 2px 8px rgba(0,0,0,0.15);
  }
  .quin-modal-close:hover {
    background: #f0f0f0;
  }
  .quin-modal-iframe {
    width: 100%;
    height: 100%;
    border: 0;
  }
</style>

<!-- Add this JavaScript -->
<script>
(function() {
  var modalHTML = '<div id="quin-modal" class="quin-modal-overlay">' +
    '<div class="quin-modal-content">' +
    '<button class="quin-modal-close" id="quin-close-btn">&times;</button>' +
    '<iframe class="quin-modal-iframe" src="YOUR_SCHEDULER_URL" title="Schedule a meeting"></iframe>' +
    '</div></div>';
  
  document.body.insertAdjacentHTML('beforeend', modalHTML);
  
  var modal = document.getElementById('quin-modal');
  var openBtn = document.getElementById('quin-scheduler-btn');
  var closeBtn = document.getElementById('quin-close-btn');
  
  openBtn.addEventListener('click', function() {
    modal.classList.add('active');
    document.body.style.overflow = 'hidden';
  });
  
  function closeModal() {
    modal.classList.remove('active');
    document.body.style.overflow = '';
  }
  
  closeBtn.addEventListener('click', closeModal);
  
  modal.addEventListener('click', function(e) {
    if (e.target === modal) {
      closeModal();
    }
  });
  
  document.addEventListener('keydown', function(e) {
    if (e.key === 'Escape' && modal.classList.contains('active')) {
      closeModal();
    }
  });
})();
</script>

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Copy this code to add a button that opens your scheduler in a modal overlay. Replace YOUR_SCHEDULER_URL with your actual scheduling link.

To find your scheduler URL, go to Account Settings → Meeting Assistant → Your meeting links and copy the link you want to embed.

Troubleshooting

My availability isn't showing correctly

• Check your Schedule meetings between these hours setting
• Verify the correct days are selected in Schedule meetings on these days
• Confirm your calendar is connected and showing accurate availability
• Make sure Add meetings to this calendar points to the calendar you're checking

Someone can't book a meeting

• Verify your Advanced notice before a meeting can be scheduled setting isn't preventing the booking
• Check that the time they're trying to book falls within your available hours and days
• Confirm you haven't hit any meeting limits set in your guidelines
• Make sure the calendar you selected is actually available at that time

Booked meetings aren't appearing on my calendar

• Check that Add meetings to this calendar is set to the correct calendar
• Verify your calendar is still connected in Account Settings → Integrations
• Confirm the booking actually completed (the person should have received a confirmation)