How to Generate Knock Scheduling Links
Knock Meeting Links let buyers book meetings directly from any channel you choose. Each buyer is qualified in real time using enrichment and your own rules, such as ICP and territory, before a slot is offered.
Every link is fully trackable, so you can see clicks, meetings booked, and pipeline impact.
Where You Can Use a Knock Link
On your website
- Primary CTAs on Navigation bar, Pricing, Product, Docs/Help, Comparison, Enterprise pages, Footer.
- Sticky chat widget buttons.
- Exit-intent or post-demo pages to rescue drop-offs.
- Blog/resource pages: swap “Book a Demo” for “Talk now”.
Outside your website (social, email, offline)
- LinkedIn: company page button (Contact us → Knock link), Featured section, post comments, InMail.
- YouTube: top-of-description + pinned comment
- X/Twitter, Instagram, TikTok, Facebook: bio link, pinned posts.
- G2 / marketplaces: “Message us” → Knock link.
- Email: rep signatures (
Let’s talk), nurture email campaigns, OOO auto-replies. - PDFs/one-pagers: clickable Talk with Sales + QR for print.
- Events: booth QR / wallet passes (“Scan to Talk now”).
Tip: Create a separate link per placement so you can compare conversion and pipeline by channel.
Prerequisites
Before creating a scheduling link, make sure the following setup steps are complete:
Routing rules determine which sales representative receives the meeting.
Create a Knock Meeting Link from the Dashboard
Step 1 - Go to the Knock Dashboard
Go to Knock Dashboard → Scheduling Links → New Meeting Link
Step 2 - Name the Link and Select the Channel
Configure basic attribution settings.
Link Name
- Internal name used for tracking
- Appears in the Slack notification as the Touchpoint when a meeting is booked
Channel
Choose where the link will be used, such as:
- Website
- YouTube
- Event / QR
This helps categorize reporting later.
Click Next to continue.
Step 3 - Configure the Meeting
Define the meeting that buyers will schedule.
- Meeting Name - The meeting title shown in the calendar invitation. Type “/” to insert variables and make it more personal.
- Meeting Type - Used for internal classification and reporting.
- Meeting Duration - Choose a length that fits the goal of the meeting. Example options:
- 15 minutes
- 30 minutes
- 45 minutes
- 1 hour
Examples: Demo, Discovery Call, Pricing, Onboarding Call, Support
The available booking slots will match the selected duration.
Once the meeting details are set, continue to create the link.
Step 4 - Create and Test the Link
Click Create Link.
Knock will generate:
- A shareable scheduling URL
- A QR code for offline placements
Before distributing the link, test it:
- Open it in a private browser window
- Test both desktop and mobile
- Complete a test booking if possible
This confirms that routing and calendar availability work as expected.
Meeting Routing
The new link is automatically connected to the default meeting routing that determines which sales representative receives the meeting. Each routing rule defines how Knock assigns meetings based on lead attributes and qualification logic. You can configure new meeting routing rules, and change the routing per link. Common routing conditions include:
- Territory
- Company size
- Lead ownership
- Ideal Customer Profile (ICP)
Make sure every representative in the routing has a calendar connected.
Add Consent to a Meeting Modal
Every meeting link has a Consent tab, where you can ask buyers to acknowledge or agree to something before they book. Consent is set per link and is off by default.
Common uses: marketing opt-in, a privacy notice for buyers in the EU and UK, and permission to follow up over WhatsApp, LinkedIn, or SMS.
There are two field types:
- Notice - shows consent text. The buyer takes no action and nothing is stored.
- Checkbox - the buyer checks a box before continuing, and the answer is saved to a consent field in Knock as True, or False.
For a checkbox, set Required to Yes to block booking until the box is checked, and use Default state to control how the box appears when the modal loads.
Consent data & CRM sync
When creating a consent, select an existing Knock field or create a new one to save the visitor’s response.
For a Notice, the field is set to True when the visitor sees the notice.
For a Checkbox, the field is set to True when the visitor selects it and False when they see it but leave it unchecked. If a visitor previously had a False value and later selects the checkbox, the field is updated to True.
To send these values to your CRM, go to CRM Sync and map the Knock field to a Salesforce, HubSpot, or Marketo field. All consent fields are grouped under Consent so they’re easy to find.
Until a field is mapped, responses are saved in Knock only.
FAQ
On this page
- How to Generate Knock Scheduling Links
- Where You Can Use a Knock Link
- On your website
- Outside your website (social, email, offline)
- Prerequisites
- Create a Knock Meeting Link from the Dashboard
- Step 1 - Go to the Knock Dashboard
- Step 2 - Name the Link and Select the Channel
- Step 3 - Configure the Meeting
- Step 4 - Create and Test the Link
- Meeting Routing
- Add Consent to a Meeting Modal
- Consent data & CRM sync
- FAQ