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 Suite syncs Google Calendar and Microsoft Outlook syncs Outlook Calendar. Connect either under Settings → Communications Accounts; your events appear and stay in sync automatically.

Scheduling a meeting from Kepler

Click Schedule Meeting on the Calendar page:

• Title, date and time (with timezone and all-day options), location and description.
• Attendees — invitees receive a normal calendar invitation.
• Online meeting toggle — adds a Google Meet or Microsoft Teams link, depending on which calendar the meeting is created in.
• 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 use Schedule meeting in the record's Add menu. The meeting is linked to the record, and once it has happened it returns to the Calls tab as a recording.

No calendar connected? You can still log the meeting — it's saved as an activity on the linked records without a calendar event. To record a meeting that has already happened, use Log meeting on the record's Notes tab.

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.
• Bookings made through your booking link land here too, since they're created directly in your connected calendar.

Privacy

Your calendar is yours: connecting it doesn't publish your events to the workspace. Booking-link visitors see only free/busy-derived available slots — never event titles or attendees.