How can I propose my general availability in the Scheduler?
If you want your customers to book time with you in a window of their choice, you can use the set availability option in the Scheduler and provide your preferences.
Creating new availability
To add your Scheduler availability, go to Activities > Meeting scheduler > Manage availability.
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From there, select “Create new availability,” then click the “+” below any day to add available hours.
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You can also add your:
- Meeting duration
- Availability duration
- Available hours by day
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After you’ve added your details, click “Continue to meeting details” to move to the next window.
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Here you can customize the message your Scheduler recipients receive when they book an appointment. This includes:
- The name, location and description of your meeting
- Whether the appointment is via video call, and if so, which video conferencing service
- Required fields for the recipient to fill in
- Optional footer text
You can also choose how scheduled appointments are saved as activities on your Pipedrive calendar.
When you’re finished, click “Share as link” and a shareable link will be created for your availability. You’ll also see that availability listed in your general availability section:
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Managing availability
It’s important to make sure the times you make yourself available are optimal for your workflow. Here are a few things to keep in mind:
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How long should each meeting be?
The length of available slots can vary from day to day, so be mindful of how long the appointment slots you create are. -
When is this availability active?
Remember any holidays or scheduled days off where normal availability won’t apply, so clients don’t book appointments when you’re not around. -
What are these meetings about?
The nature of a meeting can impact how much time should be allocated, and whether you’ll need buffer time beforehand.
After an appointment slot has been booked, you’ll receive a confirmation email:
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You can click “Open in Pipedrive” to see the new activity created in your account for the appointment.
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You can edit the activity details here, but edits made to the activity won’t be reflected in the appointment link.
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