How to schedule your general availability in Pipedrive
Here is how to schedule your general availability 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 schedule your general availability in Pipedrive
Pipedrive is a user-friendly CRM platform designed to streamline your sales process and boost productivity.
One of its standout features is the ability to schedule your general availability, seamlessly integrating into your workflow.
By scheduling your availability in Pipedrive, you can easily coordinate meetings and appointments, ensuring that there are no overlaps or missed opportunities.
This feature promotes better time management, enhances efficiency, and ultimately contributes to a more organized and productive workday.
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