How can I propose my specific times in the Scheduler?
Breandan Flood, September 14, 2021
Note: The Scheduler feature is available to Advanced, Professional, and Enterprise plans. Pipedrive's Advanced plan users are limited to one 'General availability' link, while Professional and Enterprise plan users can create unlimited links.
When scheduling for a specific time using Pipedrive's Scheduler tool, you are selecting specific slots for a one-time meeting to have with a customer. If you have a busy schedule and recognize that you need to schedule a quick meeting with your customer, we suggest selecting the Pick times option in the Scheduler and select any free spots in your schedule to suggest them to your customer via email.
When choosing a specific time to propose, you will want to be aware of your schedule, and how that time is being used. If you have many other activities scheduled in Pipedrive, it will be important to be very specific regarding the details of your available time. Be mindful and intentional when making these decisions, as this will affect how customers can schedule your time, and thus how you manage your activities in Pipedrive.
To choose specific times to make available for your customers to select, click on sections of the agenda. If you wish for the noted times to be longer or shorter, choose the meeting duration from the drop-down list above. If you'd like to remove a time that you've put onto this agenda, simply click the trash can icon to remove it.
Once you've programmed this first section with the time-slots that you wish to be seen as available, click the Continue to meeting details button to proceed.
In the area on the left, you will be providing the information that appears on the meeting invitation page itself, when the customer provides their valuable information.
Meeting name In this field, provide the name that you wish for the customer to see for the meeting you are scheduling with them. This could be as general as "our meeting" or as specific as "our conversation regarding Sally selling seashells."
Location In this field, provide any physical location information, if relevant. If you are meeting for lunch, perhaps list the restaurant location. If it is a phone call or video meeting, feel free to specify that here.
Description Provide a helpful description of the meeting you will be having here. When providing a description, you do not need to go into the most detail, but a general summary will help remind the customer of the topics you wish to discuss.
Company name visible for the invitee If your company name in Pipedrive is different from the company name you used to speak to customers, we suggest specifying the company name here. This information will appear on the information given to your customers, when scheduling this meeting.
Form fields The fields listed here will appear in the meeting invitation that your customer will have to confirm. Any field listed as 'Required' will be mandatory for the customer to fill out in order to confirm that meeting. Fields can be added as necessary by clicking the +add field button. The fields listed here are up to your choice, as your customers' responses will be recorded as a note for the activity they created by confirming the meeting.
In the area on the right, you will be programming information for how this meeting information will appear back in your company Pipedrive account.
Save meetings in Pipedrive calendar as: The activity generated in Pipedrive by the customer confirming your meeting information will be of this set activity type. These can include the custom activity types created in your company Pipedrive account.
Attach the following note to each scheduled meeting: If you wish to provide some default information for all meetings scheduled by customers who use your general availability meeting in the Scheduler, provide that information here, which will be added as a note to the activity created by the customer when the meeting is confirmed. This can be useful for templated information — "remember to ask the customer about their future availability" — that may be relevant to this kind of meeting.