Scheduler

Create meeting link for second email account
I would like to know if it is possible to create a second Meeting link (via Meeting Scheduler) with my second email account (Not default email). So far when i create a new meeting link, it is only offering me to book a call with my main default email account.
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…
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
Scheduler - Allow the Phone field question to be customized or disabled
Overview: Currently, Pipedrive’s appointment scheduler includes a default phone number field in the scheduling form. This field is intended for users to input their phone number, but many customers fill it in without including the country code, which causes issues with the accuracy of the data. We often receive phone…
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…
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 :)…
Meeting scheduler - overbook
I have a linked Google calendar in my Pipedrive account. It wants to use the Meeting scheduler. Unfortunately, it is possible for someone to book an appointment in the calendar, even though I have another event at that time. Can't this be fixed?
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…
How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
scheduler & automations
I have a question about the meeting setup. Right now, my AI answering service automatically sends the scheduling link to callers who want to book an appointment, which is working well. However, most of these people have never filled out a web form and aren’t in Pipedrive. I’d like to have a lead created automatically, but…
Add a "Lock Timezone" feature to Scheduler
I just learned about Scheduler through a Pipedrive Webinar with Bruna and I would love to make the switch from Calendly. There is one problem I am facing - locking a timezone. Calendly gives me the option to lock a timezone so that both myself and my clients see the same time. It honestly eliminates confusion, because…
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…
Merge fields in scheduler
Being able to use merge fields in scheduler invite to create meeting titles would be incredibly useful. the person booking the meeting (assist, SDR, etc.) may not the person taking the call creating more specific titles with out deal/org fields
Meetings Scheduler in sync with Calendars
I would like to know if I can make the Pipedrive meeting scheduler sync with the Google Calendar so it can take my availability directly from there. I haven't found that option, and I want to make sure my eyes are are not failing me
Sales Calendar based on availability
It would be great to introduce a sales calendar system, or have the option to set up a calendar where you can select a sales colleague based on their availability. Additionally, it would be helpful to have a feature where you can overlay the calendars of Colleague A and Colleague B, showing only the times when both are…
Online Meeting Invite Description
We are hoping to change the auto-generated invite description sent out via Teams & Zoom. It currently looks as below but I see no way to mass amend this and only to amend via each invite. Can the auto-generated invite description be changed?
Schedule meetings based on Sales team availability
We would like to create a booking / meeting scheduler link, which we can send out to leads or embed on the website, where a meeting is automatically assigned to an available salesperson. This could also be setup like a meeting rotation, meaning first booking is assigned to salesperson A, next booking is assigned to…
Customize the scheduling link
I think it would be interesting to be able to customize the scheduling link, to be able to change the background, maybe even the layout
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.
Access scheduler for colleagues
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: Access another team members scheduler link or have a general company one? It only sends meetings for me, which I don't…
Integration of webforms and scheduling
It would be neat to see an integration between webforms and scheduling. I currently have a lead fill out a form on my site and then redirect them to a 3rd party scheduler so that they can view my team members calendars. From here they can book an appointment, but they have to fill in their info twice. It would be great for…
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.…
Group Meeting Booker for Teams
Your Scheduler tool is great but it only allows you to create a Meeting Booking Link for one representative. It would be great to be able to create Meeting Booking Links that connect to the calendars of multiple members of your team. Think of a lead submission form on your website - you want this to connect to all of your…
Mobile app not supporting recurring meetings
The mobile app does not support recuring meeting invites, when synced with Outlook. How can Pipedrive be a CRM focused on sales and have a mobile app that does not fully integrate with Outlook? Seems like a huge oversight that my outside sales team can't see their recurring meetings on the Pipedrive mobile app, even though…
Multiple People Meeting Scheduler
It would be very very helpful to be able to add more than one person to a meeting scheduler link. My use case is that I want my CRO to be able to jump on all our client calls. Right now, I have to manually create events in my calendar to block when he's not available. A common link would be incredibly useful!
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?
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…
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…
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…
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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