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Getting Started Checklist - Knock AI Scheduling

Getting Started Checklist - Knock AI Scheduling

Get Started with Knock AI Scheduling (checklist)

Knock Scheduling helps you capture meetings, route them to the right rep, and increase engagement automatically. Setup takes just a few minutes.

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1. Connect Google Calendar

Connect your calendar to enable real-time availability and automatic event creation. Once connected, meetings can be booked instantly without back-and-forth.

[See guide →]

2. Connect LinkedIn Accounts

Enable automatic LinkedIn connection requests after a meeting is booked to increase familiarity and improve show rates.

[See guide →]

3. Configure Meeting Routing

Choose how meetings are assigned - owner, territory, segment, or round-robin - so every booking reaches the right rep.

[See guide →]

4. Create a Scheduling Link

Create a Knock scheduling link that applies your availability and routing configuration. This is the link prospects will use to book meetings.

[See guide →]

5. Share Your Scheduling Link

Place your link where prospects already engage - docs, pricing or demo pages, LinkedIn posts and ads, email signatures or PS, and event QR codes.

Once your link is live, Knock captures and routes meetings automatically.

Complete these steps once, and Knock will handle booking, routing, and engagement automatically. 🎉