How to add your availability to the Meeting Scheduler in Pipedrive
Here is how to add your availability to the meeting scheduler in pipedrive
- First to add your Scheduler availability, click on the "Activities" menu in the left sidebar
- Next click on the "Meeting scheduler" dropdown button in the top toolbar
- Select the "Manage availability" option in the dropdown menu
- Then click on "Add availability" button in the General availability window
- Now select the duration option for meeting length
- Next add an availability duration as needed
- Then click the "+" below any day to add available hours
- Click on the time slot block to select your available hours
- When adding your hours, you can copy hours from one day to others while editing if needed
- Once done, click on "Save" button to confirm time slot settings
- Next click on "BUFFER AND TIME SETTINGS" dropdown to expand additional options
- Use the buffer and time settings to customize how far in advance people can book your time and how much time you have before and after appointments
- Next click “Continue to meeting details” to move to the next window
- Here you can customize the message recipients see when booking through your Scheduler such as the meeting name, location, description, video call options, required fields, and optional footer text
- Then once done, click on "Continue" button to proceed
- Now copy the generated link to share with recipients
- Finally, click the "Done" button to complete the setup
- You have successfully set up your meeting availability, it will now be listed in your general availability section
Why should you add your availability to the Meeting Scheduler in Pipedrive
Pipedrive is a powerful sales CRM designed to streamline your sales processes and boost productivity.
Adding your availability to the Meeting Scheduler in Pipedrive ensures that your clients can effortlessly book meetings when you are free. This feature enhances communication and reduces the usual back-and-forth of scheduling conflicts.
By making your availability visible, you empower clients to choose convenient meeting times, increasing engagement and satisfaction. It simplifies collaboration and saves time, making your workflow more efficient and professional.
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