Calendar & scheduling meetings

The Calendar page shows your meetings inside Kepler — and a connected calendar is the foundation for two more features: booking links (others book into your real availability) and the AI Note Taker (which covers the online meetings on your calendar).

Connecting

Calendars ride on your connected accounts: Google syncs Google Calendar and Microsoft syncs Outlook calendar. Connect either under Settings → Connected accounts; your events appear and stay in sync automatically.

Scheduling a meeting from Kepler

Click Schedule meeting on the Calendar page, or click an empty slot in the calendar:

• At the top, choose Google Calendar invite (or Outlook Calendar invite), or Kepler only to log the meeting on the linked records without sending an invite (the button then reads Log meeting).
• Title, date and time (with timezone and all-day options), location and message.
• Add guest — guests receive a normal calendar invitation.
• A Google Meet or Microsoft Teams link is added by default, depending on which calendar the meeting is created in. Choose Use a location instead to enter a place, or Add Google Meet link / Add Microsoft Teams link to bring the link back.
• Link records — attach candidates, contacts, companies or jobs, and the meeting appears on those records' History timelines. Linking a person with an email adds them as an attendee automatically.

You can also schedule from a record: open its Calls tab and choose Schedule meeting, or choose Meeting… under Schedule in the record's Add activity menu. The meeting is linked to the record. When the AI Note Taker captures it successfully, its recording and notes appear in Calls; scheduling alone does not record a meeting.

No calendar connected? Kepler asks you to connect Google or Outlook first, because invites are sent from your calendar. To record a meeting that has already happened, use Log meeting from the menu beside Add note on the record's Notes tab, or Meeting under Log in the Add activity menu.

What you see

• Your schedule inside the CRM — no tab-switching between calls.
• Meetings with online links (Zoom, Google Meet, Microsoft Teams) are recognised — these are the meetings the Note Taker can cover.
• Meetings booked through your booking page land here too, since they're created directly in your connected calendar. Switch the toolbar from Calendar to Bookings to list them, approve requests, move or cancel them.

Privacy

Your calendar is yours: connecting it doesn't publish your events to the workspace, and events marked private in your calendar are never synced. Booking-page visitors see only the free times worked out from your calendar — never event titles or attendees.