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Thank you page after scheduling an appointment
Hi If a prospect schedules an appointment with the scheduler, I want to redirect him to a thank you page on my website. Calendly is doing it perfectly, and I am missing this feature in Pipedrive. Can you please add this redirection possibility? Thank you Dieter
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Meeting scheduler in Europe 24H
When testing the meeting scheduler, it seems like even when the time zone is set to a 24H timezone such as Europe/Copenhagen the schedule to choose from is AM/PM?
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Please scheduler meeting should enter agenda, without need to open ics file
HI all, To me scheduler is of no use, as customers do not open the ics file to put the meeting in their agenda and then they don't show up. It is to hidden and leads to a lot of no show. I kindly request scheduler sends out emails that enter the agenda directly, like gmail and m365 do, they appear in the agenda, with a…
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Share others users calendars
Currently you can create a calendar schedule according to your work schedule and share this as a link to leads/clients. I would like to see an update where I can share another users calendar on their behalf. For example Assistant shares Supervisors calendar to client synced with their schedule. That individual would need…
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Our own logo and link in the scheduler page?
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…
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New: An Option to Embed Pipedrive Scheduler Into Your Website
We wanted to let you know that we recently released an Embed Scheduler functionality to our users. What will you get with this release? Set up your availabilities in Pipedrive and embed the scheduler with your selected availabilities in your website so your customers can book meetings with you. Where? Embed on your website…
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How can my business assistant could use my Link's for appointment without going on my account
Right now, when she uses her account and sets up an appointment, the links are hers (Zoom/Team/Google). If we connect my meeting accounts, I can't connect them to mine, and it won't be practical for her to set up her meeting. This wastes our time, and CRM should be able to save us time! 😃 @Andreia Costa Thanks for helping…
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Make calendar booking a first class citizen not a hidden feature
Currently the only way I can find a booking link is to create a new email and drop down the insert and then grab a copy link. i hand out booking links frequently, I would like to move away from Calendly to Pipedrive if only it was easy enough to do so.
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Assistance regarding the visibility of my activities
I have individuals in my company responsible for scheduling appointments. I want them to be able to see my already scheduled appointments, even if they are not related to the prospect or the deal, so they know when I am available or not. However, I do not want them to have access to the information of the individuals with…
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Automation: meeting booked -> person to lead inbox
Hi Pipedrive community! Is it possible to automatically convert a contact person into a lead when a meeting is booked via the scheduler tool? Or do I need to use another tool for automation, such as Zapier?
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Scheduler & self-reported attribution
Hi Pipedrive community, I really like the scheduler tool with which a prospect can book a call with one of our sales reps. Now, when someone books a demo or when the widget closes, I want to ask the client how they found us for self-reported attribution. What is the best way to do this? I am asking this because the…
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Embedding Schedule on website
I'd like to see if we can get HTML so we can embed the schedule on our website. I'd also like to be able to REMOVE the person's name as that may not be who they end up meeting with. And if it's possible to remove the large pipedrive tag at the top (especially since this is linked to the scheduler info page on PD's…
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Lock Time Zones in Calendar Scheduling
Hello- It would be beneficial to lock a certain time zone in custom scheduled links. We used the scheduling option to have people book meetings for a conference, but the conference was in a different time zone. It was a nightmare changing appointments for people who didn't change the time zone to the right one.
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Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
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Feature Request: Ability to exclude Calendar items marked as Private
We use Calendly which allows clients to schedule available time on my work calendar however, there are times when I have a personal appointment during the work day that needs to be on my work calendar but not synched to Pipedrive. Having the ability to exclude calendar items marked as Private would solve this problem.…
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Scheduler - Add redirect URL and mapp answers to contacts fields
Hi, It so frustrating to not be able to link new questions created within the scheduler to related contacts fields... Please allows this function ! Second things : please create a "redirection url" option at the end of the scheduler settings. It so important to allows conversion tracking of leads and adds campaigns Thanks
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Scheduler - Custom Styling
We should really have the ability to customize the style (Color, logo, profile picture) of the scheduler portal that clients see when booking time with us. This would be just like every other scheduling app in the industry; Calendly, Hubspot, and so on... In general it would be nice if it just started look more like the…
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Exclude dates in Scheduler
It would be very useful if in Scheduler you could exclude certain dates from your availability. Alternatively, have a possibility to add several "From - Until" in "When is this availability active?"
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Better Brand Visibility with Scheduling and Contracts
Hi Pipe Drive, I think your CRM is a very nice product and one of the easiest CRM I've found to use, but currently, I believe you are missing a pretty big mark for some businesses here - The idea of having an all-in-one effortlessly. Currently, I'm using Square for payments, contracts and appointments. Predominately,…
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Scheduler - Connect Multiple Calendars
It would be great if the Pipedrive scheduler could check availability on multiple calendars and then post the event to one. Just like in Calendly.
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Choose Phone or Video meeting in Scheduler
It'd be great if people could choose either or, instead of it defaulting to just one of them
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Prefill Name and Email in Meeting Scheduler
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
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Sync scheduler with multiple Google calendars
I would love to be able to replace Calendly with PD's Scheduler function. However, I need the tool to check availability across multiple Google Calendars, which it seems Scheduler can't do yet. Thanks!
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Set language of meeting planner invitations
Hi, We would like to set the language of the invitation according to the receipient in order to serve the customer more individually. At the moment he has to switch from the the preset language to his own. But I don't think that many customers will find this button.
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Scheduler activities - option to set default to 'Free' - to allow multiple booking
Our company carries out survey visits; clients can book an am or pm slot (between 1pm-5pm for example). However, Scheduler doesn't allow for multiple slots, so once the slot is taken, nobody else can book the same afternoon. It would be good to be able to set the scheduler appointments to Free or Busy, or have an option to…
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Solution for Calendar Conflicts
Morning, I have started using the booking app in Pipedrive. However, I have second company that uses Calendly. I can add a second Calendar to avoid conflicts in Calendly, but is it possible in reverse, so the booking app in Pipedrive recognises when I am booked in my second company? Solutions and workarounds appreciated!…
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Is scheduling a reoccurring activity possible?
I've read upon scheduling repeat activities, but there doesn't seem to be a simple button to make an activity reoccurring. Has this been suggested to the developers?
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Send email reminders once booked onto meeting
Hey I am finally trying to make full use of PipeDrive. I have created a meeting via Scheduler. The downside is, once someone books a meeting I can't seem to send them email reminders (24 hours and 1 hour) before the meeting. Is there a workaround for this? Thanks TK
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Is there a way to time an activity?
Hello all, I'm having trouble to time new activities. I would like to schedule an event and 35 days prior to the event create an activity for myself. At the moment i'm manually planning all the activities. But I would like to fill in the event date and get an automated activity 35 days prior to send an e-mail. Any ideas on…
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What Schedule Management tool do you use? Bonus points if you share the "why" :-)
What Schedule Management tool do you use? Bonus points if you share the "why" :-)