138 results found
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Pro-activation Notification when reps' calendars are full and a meeting cannot be schedule d within X number of days
Proactive notification when reps' calendars are full and an inbound website meeting cannot be scheduled within X number of days. We have a large volume of inbounds coming to our site, especially during holiday periods, and often times prospects have to book a meeting more than 7 days out. We want to get pro-actively notified that this is occurring and set the number of days for notification. This will enable us to update our routing or put more reps in the queue. Currently we are flying blind and have to wait for feedback from prospects.
3 votes -
Respect individual users free/busy org settings
If a user has restrictions set in Gcal/Outlook to allow only certain people to see the titles we need a way to respect that in Chili Cal. For this use case leadership have titles blocked from reps, but ops and other leaders can see it. In Chili Piper we can either block it completely or let everyone see it, we can't respect the individuals settings.
3 votes -
Add suggested sizes/ratios and warnings for Company logo sizes
In the admin mockup for the booker in the Branding and language section, out logo looks fine. But in the actual booker sent out by our employees, the logo is squished.
Chili Piper's logo upload tool, unlike most other, does not have suggest image sizes and does not block you if your logo does not fit.
When looking at the HTLM of the booker, it appears that our logo has a rendered size of 200 × 56 px and rendered aspect ratio of 25∶7.
It would have been good to know this before we had multiple prospects and employees point…
3 votes -
Link to Account in My App
Add "See in CRM" button within My App. This would allow the Assignee to quickly view the account ahead of the meeting, rather than having to include the SFDC link or account id in the Guest facing meeting invite.
3 votes -
3 votes
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Collecting CC info before a meeting
Some customers have coaching or advisor type sessions and they thought it would be valuable to collect CC info before the call. This helps ensure clients show up and their time is not wasted.
3 votes -
Email notification if calendar invite not delivered to prospect
It is helpful to know if the prospect that booked a meeting does not receive the calendar invite email. Could this information either be made available within the dashboard or prospect reports or via an email notification to the assignee and admin?
3 votes -
Account-wide Branding Including Personal Pages
I'd like to be able to apply our corporate branding to all external interfaces, including Personal Pages and Personal Booking Links, not just inside a particular workspace. Currently we have to keep reminding our users to never send out their personal booking links because of the visual disconnect from our corporate branding.
3 votes -
Bring back the licensed (de)activated by & date fields!
Once upon a time, admins could see when a license was activated or deactivated and by who. As a group's number of super admins increases with more users, having this audit trail is helpful for the head admin when troubleshooting, maintaining, etc.
3 votes -
Individual setting for 12/24H clock
The ability to set on the individual level between AM/PM or 24H clock.
3 votes -
Warning sign to adjust logic when a rule is removed
If you remove a rule from the queue but don't adjust logic, it's likely that all logic is thrown and leads could get incorrectly disqualified or qualified. Add a warning sign or window when a rule is removed to check logic and adjust.
3 votes -
WCAG 2.0 compliance
Make tool wcag compliant so that it can be used by large corporations who have a responsibility to maintain accessible tech.
3 votes -
Admin control over default user calendars
It would be lovely to not have to train reps on how to set their default calendar view in Instant Booker, and instead set it for them. In this case, our workflows are such that our team always needs to be seeing their own calendar by default and it's causing friction when the view is at the Team calendar level.
3 votes -
Vacation Settings - Out of Office Recognition
Currently, the vacation recognition causes many issues and inconsistently recognizes vacation. Allow for an option to only recognize an all-day OOO event type to qualify as vacation - not just "busy" events all day. Show which events are triggering the vacation setting - sometimes we can't tell.
2 votes -
Cancel future reminders if a customer responds via email
If multiple reminders are set for a meeting and the customer replies to an earlier one via email, it would be useful to cancel the remaining reminders to avoid spamming the customer.
2 votes -
Allow Reassign from Outlook Add In
Reassigning a meeting via the Outlook add in is currently not supported. A rep must go to ChiliCal to reassign or an Admin can do so from the admin dashboard. Adding the ability to reassign from the calendar invite itself in Outlook would be feature parity with the functionality with Gcal users.
2 votes -
Add Captcha to Scheduling Links
We've had an issue with bots coming through our form and setting meetings.
Is it possible to add Captcha to our scheduling links to help block this spam?
2 votes -
Auto Provisoning: Cap # of users for specific teams/workspaces
When companies have multiple business units using Chili Piper, they may a designated number of licences per team. A cap on the number of users for specific teams will help clear governance of licences and will avoid teams 'stealing' licences from another team.
For instance, if ACME (UK) pays for 100 licences however, only 80 are assigned to them. They want to ensure that the remaining 20 does not get assigned to another team. Placing a cap on the other global teams would ensure that they won't be able to dip into UK's unused licences.
2 votes -
Centralized Reminder Email Management (Admin Control)
I’m running into ongoing issues with calendar booking reminder emails—especially since the new ChiliCal Firebase updates. Some of the reminders are pulling incorrect or outdated meeting links, and managing them has become increasingly difficult. On my personal links, I also have duplicate reminder that I cannot seem to remove.
Right now, I have to open each individual booking link just to view or edit the associated reminders, and there’s no centralized place to view everything I’ve created. I’d love to request the following:
A dedicated area to manage all reminder emails I've set up—ideally organized in a searchable, editable list.
…
2 votes -
Limit Meetin Types for a given time period as an admin and En Masse
For meeting types availability - if an admin is adjusting the availability range for a meeting type, is there a way we could add in the ability to only allow meetings of that specific type for that date range for a specified group of users?
It appears the ability to limit meetings to a specific meeting type is only available for individual custom schedules. But the ability to do this on a single meeting type as an admin would save a lot of time.
This setup is very common for in-person events. Thanks!
2 votes
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