Availabilities: Screen to choose a Meeting

Martin Neumann
Martin Neumann Posts: 11
edited July 2022 in Ideas and Product Feedback #1

Hi Guys, i used Salesforce and Calendly before. There i was able to send out a link to my prepared Meeting-Avalilabilities, and my client could choose the one which fits.

Example: https://calendly.com/martin-neumann

So far i only can send the link to a certain appointmeht type in Pipedrive. Wouldn't it be nice to be able to active some kind of step between with this site, and let the client choose?

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  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited July 2020 #2

    Hi @Martin Neumann , thank you for your feedback!

    With the Scheduler you can have 2 types of events and multiple links. What you're suggesting is you'd alike all the links to be hosted in a single "aggregator" link, is that correct?

  • Martin Neumann
    Martin Neumann Posts: 11
    edited February 2022 #3

    afaik i can install several types of events, also more than 2 in Pipedrive. But i always have to send a separate Link to each event to the customer. I suggest for a PD-User to do the following:
    For example i have 5 Types of events.  

    • Meeting 60 Minutes
    • Meeting 45 Minutes *
    • Meeting 30 Minutes *
    • Meeting 15 Minutes *
    • Demo 60 Minutes

    e.g. i always use the Meeting 60 Minutes and the Demo 60 Minutes in direct links (the function already existing, and running).

    But now i would like so send 1 Link to the customer, where he first hits a Website, where he can choose out of the marked ones (in my example the middle 3 ones with *). And after that he can book the selected Meeting type in my calender. 

    So HE can choose the length of our meeting, not me beforehands. 

    Hope i could explain it good enough for you. Hit my example button from Calendly, they do it this way, and it works perfectly fine.

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited July 2020 #4
    Martin Neumann said:

    afaik i can install several types of events, also more than 2 in Pipedrive. But i always have to send a separate Link to each event to the customer. I suggest for a PD-User to do the following:
    For example i have 5 Types of events.  

    • Meeting 60 Minutes
    • Meeting 45 Minutes *
    • Meeting 30 Minutes *
    • Meeting 15 Minutes *
    • Demo 60 Minutes

    e.g. i always use the Meeting 60 Minutes and the Demo 60 Minutes in direct links (the function already existing, and running).

    But now i would like so send 1 Link to the customer, where he first hits a Website, where he can choose out of the marked ones (in my example the middle 3 ones with *). And after that he can book the selected Meeting type in my calender. 

    So HE can choose the length of our meeting, not me beforehands. 

    Hope i could explain it good enough for you. Hit my example button from Calendly, they do it this way, and it works perfectly fine.

    Thank you @Martin Neumann , you were very clear and helpful! I've forwarded your suggestion internally to our team for consideration.

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