Access scheduler for colleagues

btomkins
btomkins Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1

Hello, my husband and I use pipedrive and he really likes the scheduler to make appointments with his clients. I do a lot of his admin, including sending the scheduler link to clients.

Is there any way to:

  1. Access another team members scheduler link or have a general company one? It only sends meetings for me, which I don't need. I need to send his meeting link. We used to use HubSpot and they were really good at that part.
  2. Remove the name of employee from meeting scheduler, ie "John Smith is inviting you to X meeting". I really want to be able to customise this and just have our company name.

Please help!

Bridie

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Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 169 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hey @btomkins 👋

    In this case, the best way to gain access to someone else's scheduler is for that person to share the link with you, from there, you can then share it. Currently, there's no option to change the name shown as it uses the user name and the company name added, but all of this is great feedback!

    Please share this feedback in the Ideas and Product Feedback section so other people can upvote it and it will help bring visibility to this.

    I hope that for now, you can keep your husband's link saved and use it that way, but please make sure to submit your feedback. Thanks!

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