Scheduler

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
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…
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!
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.
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…
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!…
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?
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
E-mail Scheduler and Multiple people booking the same time slot in calendar
The e-mail scheduler feature - to choose a time when the e-mail is going to be sent, would be very helpful. This is for replying to one-off prospects from campaign but abiding to their timezone. The second feature i would like to use for scheduling webinars where multiple people need to click and schedule the same time…
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…
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" :-)
Customizing the content of calendar invites
It would be of great value to have the option to customize the content of the calendar invite email and what it includes. For example, I would love to remove the organization's name from the body of the email. Organizations in our database have unique codes and are formatted in ALL CAPs, so having the name show up in the…
Scheduler is very limited
You cannot embed it on a homepage. There is no dark mode available. You cannot get rid of the pipedrive logo.
Anyway to copy a scheduler instead of redoing it each time?
Would be great to just copy and edit a scheduler instead of redoing (along with mandatory questions etc)
Merged: Embed "Propose times" (Scheduler) on web
This discussion has been merged.
Our pain points with pipedrive
We are a startup with a hand full of people that runs on pipedrive. I.e. we use pipedrive (professional) at the core of our business for CRM, sales forecasting, project management and email marketing. Pipedrive has been recommended to us as a startup friendly alternative to HubSpot. We have the following pain points with…
Allow for a pre-set language option in the scheduler
Hi! Currently, the scheduler automatically adopts the language of use in the region that corresponds to the IP-address that uses the scheduler. However, this excludes a substantial use case in which the local language is not the preferred language. In our company's case, we are based in the Netherlands but 95% of our…
How can i delete useless information from my calander??? it wont let me delete anything
I did a merge, and its important a bunch of irrelevant data that is negating the usefullness of your system.. I can't seem to delete any of it.. and all research points to maybe I can not????? unless i delete my account and start again inputing it again mannually?? surely there has to be a way.. please help
Custom BUFFER AND TIME SETTINGS on meetings
Instead of having drop downs for 15 / 30 / 45 min can you just let me choose my own e.g. 20m or 40m. We're having to look at a different solution just because our meeting times don't fit your presets.
Logo by Scheduler
Hi! I coundn't find this information anywhere - is it possible to exchange the logo by Scheduler from the Pipdrive logo to our company's logo? If yes, where can I find it in the settings? Thanks!
Viewing Scheduled Emails
I searched for this, but didn't find a previous thread on it. I'm probably just not using the correct search terms though, as this is such a big pain in the butt, I can't be the only one who's noticed it. Can you please update the functioning of the Outbox so that if we click on a message, we can view its contents? I use…
I'm using Salesflare Chrome extension instead of Pipedrive Add-on
The Gmail add-on is a great feature... well it use to be. Prior to it becoming a add-on, it was a chrome extension and it was better. (But far from perfect) I'm currently using the Salesflare with zapier to send my data to Pipedrive. Why ? Because the Pipedrive Add-on is poorly design and not updated, it still look like a…
PLEASE - Detect conflicts with other calendars in Scheduler to prevent double bookings!
Pipedrive's Scheduler makes a horrible assumption that a user only has one and only one calendar. Believe it of not, I actually have a personal calendar for - you guessed it - personal events. Yet the pipedrive scheduler has no facility to check my personal calendar for conflicts before displaying my availability and…
Scheduler appointments not shown in the calendar
Hi, An appointment booked via the scheduler is not shown in my calendar.. Neither in pipedrive nor in my outlook. That leads to double-bookings. Any idea? Thanks. Andreas
Multiple users scheduler synchronization
Hi PipeDrive team, I would like to use the scheduler to be able to arrange calls with the client in which multiple PipeDrive users participate. To do this, however, I would need to include in the scheduler's availability the schedules of my other colleagues who will need to attend the meeting. So my question is if it…
Can I remove the Pipedrive logo from the Scheduler meeting requests? Am on Professional Plan.
Can I remove the Pipedrive logo from the Scheduler meeting requests? Am on Professional Plan.
Scheduling for teams
Hi the scheduler works lovely and with lead booster bot even better. however - I’m surprised there is still no teams function Within this.. so we have to use calendly which is good but zapier integration for deal creation etc. is teams scheduling coming and is there going to be an embed option rather than us using I frame?…
Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and t
Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and the Pipedrive logo. I would prefer the option to use the theme my LeadBooster uses. Ideally, my company's logo would be there too, not the Pipedrive logo. The client might delete the item because they don't recognize the…
Ability to white label / company brand the "Propose Times" link
At the moment when our customers click the link, it is all branded Pipedrive. We would like to be able to change some settings company-wide on this page. e.g. add our logo and colour branding. Get rid of Pipedrive branding. We are paying for the "Professional" subscription. Thank you! P.S. The design of this page is a…

Scheduler

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