Our own logo and link in the scheduler page?

Sytze Terpstra

There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. 

BUT

the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and link would be there. Bit strange that, we as paying customers, we are advertising an other company whist trying to get in contact with new customers. Might be even a bit confusing for new customers.

What do you say dear Pipedrive developers, put it right on top of the roadmap and make a customer happy this Christmas? :-)

Tilden Moschetti

I should be able to customize the confirmation messages from the Scheduler. Really, my biggest problem is that it comes from "Pipedrive Scheduler" and my clients don't know what that is. 

It would be much more convenient for me to use your Schedule, but the confirmation email should come from my email address - not Pipedrive's. The email account is already set up, so shouldn't be a big deal. 

That or be able to suppress Pipedrive from sending and I can build out an automation.

Inês Batata

Hi @Tilden Moschetti !  We appreciate your feedback and have forwarded it to our team for consideration.

Alexander Abell

Who out there wants desperately to have more options in branding the pipedrive scheduler (or integrating tools like meetingbird)?

Inês Batata

Hi @Alexander Abell !

We'd like to know more about your feedback - can you tell us some more details about what features you feel Scheduler is missing?

Anish Patel

Being able to include my company's branding (company logo, color scheme, etc) on the scheduler page isn't just about "branding" -- it also increases engagement rate because the customer/lead is more likely to trust/interact with the link if it looks consistency with the company they are engaging with.

I can understand pipedrive's interest in marketing their solutions, but your customer's brand should be more prominent than the pipedrive logo, in my opinion.  At least, make that an option on the Advanced and higher plans 

Adam Thomlinson

Would it be possible to brand the scheduler function with our own company logo rather than Pipedrive's (as shown below)?

Boris Tsibelman

HI Adam,

At the moment, your unable to change that to a custom branded image vs Pipedrive.

Adam Thomlinson

Hi Boris, 

Thanks for your comment.

I'm aware of that hence my development request.

Inês Batata

Adam Thomlinson said:

Hi Boris, 

Thanks for your comment.

I'm aware of that hence my development request.

Hi @Adam Thomlinson , thank you for your feedback!

Right now there are no concrete short term plans to make these changes. Unfortunately with many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first. We will make sure however our team will consider your suggestion but we can never make any promises.

Stay on top of what’s coming down the line:

• Follow What’s New and don’t miss any new releases.
• Follow What's Planned to know what we're working on currently and what’s to come.
• Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.

Cenk Tukel

Hi PipeDrive team,
I also agree with @Tilden Moschetti ...

Would be great to have customization options for the Scheduler... Be able to,

1. Send the confirmation email from our email address.
2. Customize the confirmation message and add reminder emails, SMS's as follow-up.
3. Forward the lead to a custom URL confirmation page vs. Pipedrive default confirmation page (e.g. the confirmation, next steps page  in our website and/or additional information webform page that we create using Pipedrive webforms)
4. Collect further information from the lead on the Scheduler registration page, such as using the custom fields we defined in PipeDrive. We can add incremental questions but currently, we can not choose questions to add from the custom data fields we have created in PD.
5. Hide PipeDrive logo and link below the messages.

Inês Batata

Cenk Tukel said:

Hi PipeDrive team,
I also agree with @Tilden Moschetti ...

Would be great to have customization options for the Scheduler... Be able to,

1. Send the confirmation email from our email address.
2. Customize the confirmation message and add reminder emails, SMS's as follow-up.
3. Forward the lead to a custom URL confirmation page vs. Pipedrive default confirmation page (e.g. the confirmation, next steps page  in our website and/or additional information webform page that we create using Pipedrive webforms)
4. Collect further information from the lead on the Scheduler registration page, such as using the custom fields we defined in PipeDrive. We can add incremental questions but currently, we can not choose questions to add from the custom data fields we have created in PD.
5. Hide PipeDrive logo and link below the messages.

Thank you for your thorough list of suggestions, @Cenk Tukel , it's really helpful for us.

We appreciate your input and have used it to give our teams thinking points to be considered in the future.

Speaking of which, here’s how to stay on top of what’s coming down the line:

• Follow What’s New and don’t miss any new releases.
• Follow What's Planned to know what we're working on currently and what’s to come.
• Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.

Todd R. Smith

Common guys. The Professional plan should have the capability to remove the Pipedrive branding from the Scheduler appointment emails! Other SaaS providers allow the higher tier subscribers to remove branding.

Otto de Graaf

To add to the suggestions in this thread: very useful feature, but I'd love to add our branding to it. So it's not just the email address, it's also the colors, logo etc that make this a very confusing experience to prospects now. It's just a very discontinuous experience, which we all now lowers conversion ratios.

Inês Batata

Thank you for your feedback, @Todd R. Smith ! We appreciate your input and use it to give our teams thinking points to be considered in the future.

Speaking of which, here’s how to stay on top of what’s coming down the line:

* Follow "What’s New" and don’t miss any new releases: https://community.pipedrive.com/topic/whats-new

* Follow "What's Planned" to know what we're working on currently and what’s to come: https://community.pipedrive.com/feed/whats-planned

* Join our "Research and Beta Testing" channel for the chance to try out early versions and give us your opinion about new and improved features before they go live: https://community.pipedrive.com/group/research

Mike van der Valk

Hi @Sytze Terpstra 

It's currently not in the immediate plans so Christmas will be difficult  
Going to pass it on to the team though so they can take a look. Thanks for sharing!

Sarah Hofer

We would like to use the scheduler but with custom branding and URL preferably. Please can you pass on a request? Thanks!

Vincent Jyrwa

Hi @Adam Thomlinson @Sarah Hofer @Boris Tsibelman , 

Thank you for your feedback in the community. We're currently researching improvements on the Scheduler and would love if we could understand your workflows and your pain points better! 

Would you be willing to get on a Zoom call to share your feedback? The call shouldn't take more than 30-45 minutes. You can book a time slot using my Scheduler link here. 

Thank you, 

Vincent
Product Manager at Pipedrive
   

Vincent Jyrwa

Hi @Todd R. Smith

We're currently researching improvements on the Scheduler and would love if we could understand your workflows and your pain points better!

Would you be willing to get on a Zoom call to share your feedback? The call shouldn't take more than 30-45 minutes. You can book a time slot using my Scheduler link here. https://pipedrivebakerstreet.pipedrive.com/scheduler/mkKlBtq2/pipedrive-research-scheduler

Thank you,

Vincent
Product Manager at Pipedrive

Vincent Jyrwa

Hi @Sytze Terpstra 

Thank you for your feedback in the community. We're currently researching improvements on the Scheduler and would love if we could understand your workflows and your pain points better!

Would you be willing to get on a Zoom call to share your feedback? The call shouldn't take more than 30-45 minutes. You can book a time slot using my Scheduler link here.

Thank you,

Vincent Jyrwa
Product Manager at Pipedrive

Dereck Breuning

Hi Pipedrivers! 

I would love to consolidate all sales tools we have into Pipedrive. For example we will move from Calendly into Pipedrive scheduling for easier automation. Feature request #1 The ability to embed a scheduler link to be used on websites

When sharing a scheduler link it would also be preferred to lose the Pipedrive branding to make it more white label and in tune with the branding of company and product. Feature request #2 Remove branding options and add custom color schemes branding like web forms.

Hope this is in the works!

Vincent Jyrwa

Hi @Dereck Breuning , 
Thanks for your feedback. We are thinking about the two items you mentioned. 

At the moment, we're researching improvements on Scheduler and we'll reach out to users on the Community to gather feedback on our proposed solutions. Hopefully next month. 

Hope that helps  

Regards, 
Vincent

Dereck Breuning

Vincent Jyrwa said:

Hi @Dereck Breuning , 
Thanks for your feedback. We are thinking about the two items you mentioned. 

At the moment, we're researching improvements on Scheduler and we'll reach out to users on the Community to gather feedback on our proposed solutions. Hopefully next month. 

Hope that helps  

Regards, 
Vincent

Awesome, thanks for the feedback!

Davey S

Vincent Jyrwa said:

Hi @Dereck Breuning , 
Thanks for your feedback. We are thinking about the two items you mentioned. 

At the moment, we're researching improvements on Scheduler and we'll reach out to users on the Community to gather feedback on our proposed solutions. Hopefully next month. 

Hope that helps  

Regards, 
Vincent

I am looking forward

Paul McClenaghan

Hi there, 

I'm building a workflow for a business owner and when I showed them the scheduler branding was the first thing they mentioned and that definitely clouded their experience of trialling the functionality. I think the issue is that we're trying to create a seamless experience for customers and we don't want them to feel like they are in a sales funnel. 

So branding the scheduler is something I'd love to see. In the meantime, we'll probably be looking at Calendly or another app. 

Thanks
Paul

Vincent Jyrwa

Paul McClenaghan said:

Hi there, 

I'm building a workflow for a business owner and when I showed them the scheduler branding was the first thing they mentioned and that definitely clouded their experience of trialling the functionality. I think the issue is that we're trying to create a seamless experience for customers and we don't want them to feel like they are in a sales funnel. 

So branding the scheduler is something I'd love to see. In the meantime, we'll probably be looking at Calendly or another app. 

Thanks
Paul

Thanks for the feedback, Paul. It's something we're exploring at the moment. We'll definitely reach out to the community for feedback on our designs/solution in the coming weeks! Stay tuned. 

Paul McClenaghan

Paul McClenaghan said:

Hi there, 

I'm building a workflow for a business owner and when I showed them the scheduler branding was the first thing they mentioned and that definitely clouded their experience of trialling the functionality. I think the issue is that we're trying to create a seamless experience for customers and we don't want them to feel like they are in a sales funnel. 

So branding the scheduler is something I'd love to see. In the meantime, we'll probably be looking at Calendly or another app. 

Thanks
Paul

Thanks Vincent, I'm looking forward to it. 

Christian von Olnhausen

Regarding marketing and branding, it should be possible to use the own brand and name in all the customer-mails and webpages around the scheduler. Or at least it would be good to have the option to remove the Pipedrive logo.

Jasper den Hartog

Team Scheduling features. 

We'd really love to leave Calendly and use the PD scheduler instead. But we really need the embed and teams scheduling features. Would be great to schedule our product demo activities directly in PD.

Dereck Breuning

Jasper den Hartog said:

Team Scheduling features. 

We'd really love to leave Calendly and use the PD scheduler instead. But we really need the embed and teams scheduling features. Would be great to schedule our product demo activities directly in PD.

Exactly. One place for all sales activities!

Dereck Breuning

I'd like to add another feature request to this thread @Mike van der Valk @Vincent Jyrwa which is the ability to customise the url for the scheduler. This way with removing the branding it will be more white label. This way it looks a little bit more neat and in tune with the rest of the offering we do.