Quin 101
Quin 101: The Scheduler
Learn how to set up your booking page, configure meeting types, and let Quin handle everything after someone books.
The Scheduler is one of Quin's core workflows — and it does a lot more than just let people pick a time.In this video, Breena walks you through how the Scheduler works, how to set up your booking page and individual meeting types, and what happens after someone books: CRM updates, meeting prep, reminders, and follow-ups — all without any extra setup on your end.What's covered:
- How your booking page works and when to share it vs. a direct meeting link
- Creating and configuring individual meeting types (30-min consults, strategy sessions, check-ins, and more)
- Managing multiple calendars within a single Quin account
- Setting global availability vs. meeting-type-specific settings
- How Quin pre-fills contact info for people already in your CRM
- Scheduler guidelines — like automatically adding a colleague to every booking
If you're still doing the email back-and-forth to find a time, this video is for you.
