Set your personal defaults for how the Scheduler opens — default tab, bookings view, status, meeting-type filter, scheduling-pages order, and deal linking.
Tune how the Scheduler opens from a slide-in panel on the page, or from a full settings page.
Scheduler preferences control how the Scheduler opens for you every time you land on it — which tab it starts on, whether Bookings shows as a list or a calendar, which booking status and meeting type it pre-filters to, how your scheduling pages are ordered, and how bookings tie back to your deals. You can reach these preferences two ways, and they always show the same values:
What the Scheduler opens to when you land on it.
| Field | Description |
|---|---|
| Default tab | Which tab the Scheduler opens on — Bookings or Scheduling pages. |
| Default bookings view | Whether the Bookings tab opens as a List or a Calendar layout. |
| Default status | Which bookings status the list starts on: Upcoming, Past, Cancelled, or Rescheduled. |
| Default meeting type | Pre-filter Bookings to one of your active meeting types, or All meeting types. If a meeting type you had selected is later paused or removed, this quietly falls back to All meeting types. |
How your scheduling pages (meeting types) are listed.
| Field | Description |
|---|---|
| Show inactive scheduling pages | Include paused and inactive pages in the Scheduling pages list. Off shows only active pages. |
| Sort order | How the Scheduling pages list is ordered: Newest, Oldest, or Name A–Z. |
How bookings tie back to your deals and team.
| Field | Description |
|---|---|
| Default scope | Whether Bookings starts on My items or My team. This only applies if your role lets you view teammates’ booking links. |
| Show only bookings linked to my open deals | Start the Bookings list filtered to bookings linked to your open deals. |
| Auto-log booked meetings to the matching open deal | Applies to bookings on your own meeting types. When a booking’s guest matches exactly one of your open deals, the meeting is logged to that deal automatically; if more than one deal matches, nothing is linked. |
A few related settings live on their own pages — the Scheduler just points at them.
The last section of the panel isn't a set of Scheduler defaults — it's a set of shortcuts to settings that live elsewhere, so you don't have to hunt for them:
Changes save themselves and follow you across devices.
There is no save button. Every change you make saves the moment you make it, and a brief Saved indicator confirms it (you may see a quick Saving…first). Because the panel and the settings page read and write the same preferences, a change in one shows up in the other right away — and because they are stored on your account rather than in the browser, they follow you to any device you sign in on.