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Meetings

Lets people book time with you through a shareable link, and lets you create one-off meetings on your own calendar. Set hours once, create event types, and Nautis handles scheduling.

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Written by Baltej Singh

What it does

Lets people book time with you through a shareable link, and lets you create one-off meetings on your own calendar. You set your hours once, create event types (like a 30-minute intro call), and Nautis handles the scheduling.

Who can use it

  • Anyone in your organization with read access to the Meetings module.

  • Creating event types, schedules, or meetings needs create permission on the same module.

  • The feature must be enabled on your plan.

How to get here

From the sidebar, open Profile & Company and click Meetings.

Step-by-step: set up your availability hours

  1. In the left sidebar of Meetings, click Availability Schedules under Settings.

  2. Click New Schedule.

  3. Type a name (for example, Working Hours) and press Create.

  4. The weekly editor opens. For each day, flip the switch to enable it, then choose the start and end time.

  5. To add a lunch break or split a day, click Add time window (break between) and set the second window.

  6. Use the copy icon next to a day to Apply to all days.

  7. Click Save Changes.

You can keep more than one schedule. Use the star icon to mark a schedule as the default.

Step-by-step: create an event type

  1. In the Meetings sidebar, click Manage next to Event Types.

  2. Click New Event Type.

  3. Fill in the form: Title, URL Slug, Description, Duration, Availability Schedule, Slot Interval, Location Type, Minimum Notice, Max Advance, Buffer Before / After, Max per day / Max per week, and Color.

  4. Click Create.

Step-by-step: view your calendar

  1. Open Meetings.

  2. The default view is the calendar. Use the list/calendar toggle in the top right to switch.

  3. In the left sidebar, click Upcoming, Past, or Cancelled to filter.

  4. If you've connected Google Calendar or Outlook, your external events appear alongside Nautis bookings.

Step-by-step: schedule a one-off meeting

  1. On the Meetings page, click New Meeting.

  2. Enter title, description, date, start time, duration, timezone, location, attendees, optional recurrence, and color.

  3. Click Create.

Step-by-step: copy your booking link

To share one event type: click the event type name in the sidebar, then click the copy button on the URL above the calendar.

To share your full booking page: click Share & Links in the Meetings sidebar.

Step-by-step: work with a meeting's transcript

When a transcription tool (Fathom, Fireflies or Read.ai) is connected under Integrations, the recording's summary, action items and full transcript appear at the bottom of the meeting's details.

  1. Open the meeting from the calendar or list and scroll to Meeting transcript.

  2. Copy (next to the heading) copies the formatted notes — title, summary, action items, participants and the full transcript — so you can paste them into Notes, a doc or an email as formatted text.

  3. Email opens a confirmation first: tick which attendees should receive it, choose whether to include the full transcript or just the summary, add an optional note, then click Send. Only people on the meeting can be selected.

  4. Under Action items, click Add to Task Board on any item. The same dialog you know from Chat asks which Task Board to use and lets you set priority, due date and assignees; the item then shows On Task Board.

  5. In Attendees, anyone not yet in your Contacts shows Add to contacts; click it to save them with their name and email prefilled. People already saved show In contacts, which opens their record.

Tips & limits

  • The setup checklist tracks the three things you need: an event type, an availability schedule, and a connected calendar.

  • Connect Google or Outlook from Integrations to avoid double-booking. Zoom can also be connected there.

  • If a calendar connection breaks, a yellow banner shows up with a Reconnect button.

  • Cancelling a booking notifies you and the invitee. A reason field is optional.

  • Slot interval is independent of duration.

FAQ

Can I have different hours on different days?

Yes. The weekly schedule editor lets you flip any day on or off and add multiple time windows per day.

What happens if an invitee is in a different timezone?

Your booking page automatically converts times to the visitor's timezone.

Can I block off time for personal events?

Connect your Google or Outlook calendar in Integrations. Anything on your external calendar blocks Nautis from offering those slots.

Do invitees need a Nautis account?

No. The booking page is public; they just enter their name and email.

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