How it works
1. First, click on the "Activities" menu in the left sidebar
2. Next click on the "Meeting scheduler" dropdown button in the top toolbar
3. Select the "Manage availability" option in the dropdown menu
4. Then click on "Add availability" button in the General availability window
5. Now select the duration option for meeting length
6. Next add an availability duration as needed
7. Then click the "+" below any day to add available hours
8. Click on the time slot block to select your available hours
9. When adding your hours, you can copy hours from one day to others while editing if needed
10. Once done, click on "Save" button to confirm time slot settings
11. Next click on "BUFFER AND TIME SETTINGS" dropdown to expand additional options
12. 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
13. Next click “Continue to meeting details” to move to the next window
14. 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
15. Then once done, click on "Continue" button to proceed
16. Now copy the generated link to share with recipients
17. Finally, click the "Done" button to complete the setup
18. You have successfully set up your meeting availability, it will now be listed in your general availability section
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Why should you use this feature?
Pipedrive is a robust sales-focused CRM designed to streamline your workflow.
Setting your availability in the meeting scheduler ensures seamless coordination with clients and colleagues. By customizing your available times, you can prevent scheduling conflicts and maximize productivity.
This feature not only saves time but also enhances communication, ensuring meetings are booked efficiently. It's all about optimizing your day and making sure you're always in control.
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