Smart Scheduling

Smart Scheduling lets prospects book meetings with you through personalized links sent in dripIq outreach emails. You define when you are available, dripIq checks your live calendar for conflicts, and confirmed bookings create calendar events on your connected account.

• Each rep configures their own availability from Profile → Scheduling.
• Booking links are generated automatically when outreach emails are sent to your leads.
• Prospects pick a time on a branded booking page that respects your working hours and calendar.
• Confirmed bookings send calendar invites to you and the prospect, and stop the active email sequence for that contact.

1. An active dripIq account with access to your profile settings.
2. A connected Google or Microsoft email provider (used for both sending outreach and calendar access).
3. At least one lead assigned to you as the owner — booking links are tied to the lead owner.
4. Optional: a connected Zoom account if you want auto-generated video meeting links. See the Zoom Integration guide.

Smart Scheduling requires a connected email provider because dripIq uses the same integration for sending outreach and reading your calendar availability.

1. 1

   Open your profile

   Click your avatar in the top-right corner of dripIq, then select Profile. In the profile sidebar, choose Email.

   Screenshot coming soon

   Add guideAssets/scheduling/profile-email-section.png

2. 2

   Connect Google or Microsoft

   Under Email & Calendar Integration, connect your Google or Microsoft account. Approve the permissions dripIq requests so we can send email and access your calendar.

   Screenshot coming soon

   Add guideAssets/scheduling/email-provider-connected.png

3. 3

   Set your primary sender

   If you connect more than one provider, mark the account you want to use for outreach as Primary. This is the calendar dripIq checks when calculating availability.

Your working hours define the windows when prospects can book time with you. dripIq combines these settings with your live calendar to show only genuinely open slots.

1. 1

   Open Scheduling settings

   Go to Profile → Scheduling. The Smart Scheduling card shows your timezone, meeting preferences, and weekly working hours.

   Screenshot coming soon

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2. 2

   Choose your timezone

   Select the timezone dripIq should use when displaying available times on booking links. Prospects see times in their own browser timezone, with your timezone shown when they differ.

3. 3

   Configure meeting preferences

   Set Meeting duration, Buffer before meeting, Buffer after meeting, Minimum notice, and Booking window. These control how long meetings last, how much padding surrounds each slot, how soon someone can book, and how far into the future availability is shown.

4. 4

   Set weekly working hours

   Enable the days you accept bookings and set a start and end time for each day. Unchecked days are treated as unavailable regardless of your calendar.

5. 5

   Save your settings

   Click Save scheduling settings. Changes apply to new availability checks immediately.

What each setting controls

• Meeting duration — Length of each booked meeting (15–90 minutes).
• Buffer before / after — Extra time blocked around existing events so you have prep or follow-up time between meetings.
• Minimum notice — Earliest a prospect can book from the current moment (default: 2 hours).
• Booking window — How many days ahead booking links show availability (default: 14 days).
• Respect free/busy status — When enabled, calendar events marked as “free” do not block booking slots.

When dripIq sends outreach on your behalf, it appends a Smart Scheduling link to the email body. The text that appears before that link is your Calendar Introduction Message.

1. 1

   Open Profile settings

   Go to Profile → Profile in the sidebar.

2. 2

   Edit Calendar Introduction Message

   Update the Calendar Introduction Message field with the copy you want prospects to see before the booking link. If left empty, dripIq uses the default: “If you’re interested, feel free to grab some time on my calendar”.

   Screenshot coming soon

   Add guideAssets/scheduling/calendar-intro-message.png

3. 3

   Save your profile

   Click Save changes. New outreach emails will use your updated message.

You do not need to manually create or paste booking URLs. When dripIq sends a campaign email for a lead you own, it automatically generates a secure Smart Scheduling link and appends it to the message.

• The booking link is tied to the lead owner, the specific lead, and the contact receiving the email.
• Links remain valid for up to 90 days unless used sooner.
• Each link can only be used for one confirmed booking — after a prospect books, that link is retired.
• If dripIq cannot create a booking link (for example, if the lead owner does not match), the email still sends but without the scheduling block.

When a prospect clicks your Smart Scheduling link, they land on a booking page branded for dripIq. The page shows their contact details, your name, and real-time availability pulled from your calendar and working hours.

1. Choose a date from the available range.
2. Pick an open time slot. Busy periods from your calendar appear as unavailable.
3. Confirm their name, email, and optional phone number.
4. Click Confirm booking to finalize the meeting.

• dripIq creates a calendar event on your connected Google or Microsoft calendar and invites the prospect.
• If Zoom is connected, a Zoom meeting is created and the join link is included in the calendar invite. See the Zoom Integration guide.
• The prospect sees a confirmation screen and receives a calendar invitation from your calendar provider.
• The active email sequence for that contact is stopped automatically.
• The booking link used for that meeting is marked as used and cannot be booked again.

No available time slots

• Confirm your working hours include the day and times you expect to be bookable.
• Check that Minimum notice and Booking window are not excluding the dates you are testing.
• Review your calendar for conflicting events — including buffer time before and after meetings.
• If Respect free/busy status is enabled, verify whether events are marked busy on your calendar.

Booking link unavailable or expired

Booking links expire after 90 days or after a successful booking. If a prospect sees “Booking link unavailable,” send a fresh outreach email to generate a new link.

Emails missing the booking link

• Confirm you are the owner of the lead receiving outreach.
• Verify your email provider is connected under Profile → Email.
• Check that your profile saved successfully — dripIq uses your Calendar Introduction Message when appending the link.

“No scheduling calendar connected”

This means dripIq cannot access a calendar for the rep tied to the booking link. Reconnect Google or Microsoft under Profile → Email and ensure the connection has calendar permissions.

Selected slot no longer available

Availability is checked again at confirmation time. If another meeting was booked or your calendar changed while the prospect was selecting a time, choose a different slot and try again.

• Zoom Integration guide
• Open dripIq app
• Contact support