Pipedrive’s Scheduler tool is a great way to keep in touch with clients when it’s convenient for you both, and you can use it right alongside the email sync feature.
There are two places in Pipedrive where you can create or copy a Scheduler link:
- Click “Meeting scheduler” in the email composition box of either an item’s detail view or the mail tab
- Go to the activities tab and click ”Meeting scheduler“ in the top left corner of the screen
When proposing times to your customers in Pipedrive, consider which of the following you’d like to provide:
- Your general availability to let the customer choose a time for themselves
- A specific time that you want to propose
General availability means you’re selecting broader timeframes designed for larger windows that customers can book.
To create a link to offer your availability, select Manage availability > Create new availability, or use one of the availabilities you’ve already programmed.
Scheduling for specific times means you’re creating slots for one-time engagements with customers. This is designed for non-recurring appointments like lunch meetings or scheduled phone calls.
Select “Pick times” to choose any free spots on your calendar you want to offer your customer.
You can adjust your available times, both general and specific, even after you’ve generated your Scheduler links.
Go to Activities > Meeting scheduler > Manage availability, then select “Create new availability” for a new link, or click on one of your existing links to edit it.
In the general availability window, you can preview, share or click the trash can icon to delete it.
See the time slots available in the Scheduler link specified
Trash can icon
Delete the Scheduler link
Preview what the recipients of the link will see
Create a shareable Scheduler link
Specific time slots
Go to Meeting scheduler > Pick times and select the day and time for your appointment using the calendar view.
You can edit your existing single-time appointment links by hovering your cursor over Pick times and clicking the gear icon.
Go to your activities calendar view and click on the appointment you want to delete.
You’ll be redirected to the Scheduler calendar, where you can select the meeting time and the trash can icon.
Once you’ve created a Scheduler availability, you can share the link in a couple of ways.
Go to Activities > Manage scheduler and copy your invite link to send to customers.
Embed your Scheduler link directly in the body of any email composed in Pipedrive.
When a customer selects a time slot to create an appointment, they’ll receive a confirmation email:
Booking an appointment also creates an activity in your Pipedrive activities calendar:
Clicking on an appointment from this view will redirect you to the Scheduler calendar view, where you can edit or delete your appointment.
To add footer text to your Scheduler form, go to the meeting details window and click “+ Add footer” at the bottom of the screen.
The link recipient will see the footer text when they submit their contact information: