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Ideas to Improve Chili Piper

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9 results found

  1. Give the ability for users to disqualify meeting invitations from pre-defined domains by users for their links. This is currently supported in concierge, it would be interesting to have a similar setting for personal links.

    1 vote

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    0 comments  ·  User Settings  ·  Admin →
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  2. Want the ability to add preexisting user settings for new members during onboarding quickly. That could be by coping another user's settings or specifying settings, saving it as a role, and then I can assign a user that role. That way they are added to the right workspaces, queues, settings, etc.

    2 votes

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  3. The ability to set on the individual level between AM/PM or 24H clock.

    2 votes

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  4. We have some reps who want meetings only booked on the hour while others prefer 15 minute booking windows. In our global templates we have to choose one or the other – it'd be great if reps could have their own settings that we could set the global template to inherit.

    4 votes

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    Idea  ·  0 comments  ·  User Settings  ·  Admin →
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  5. Allowing individual users to determine the length of meeting buffer they need, if any at all, on their personal settings in tandem with their working hours. This would be helpful for admins to manage the requests from sales reps facing LA/NYC traffic versus Omaha traffic and not be the bottleneck by putting the onus on them to dictate their buffer time needs.

    41 votes

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    Idea  ·  1 comment  ·  User Settings  ·  Admin →
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  6. There are additional custom fields I'd like to be able to add to a Booker/Assignee profile to that I can better personalize meeting reminders and meeting templates. For example, a link to a video they've created, a link to their about me page, their team name, etc.

    4 votes

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    Idea  ·  0 comments  ·  User Settings  ·  Admin →
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  7. It would be great if people that use multiple calendar types had the ability to limit the total number of meetings scheduled across each of those instead of just at the individual meeting type level

    61 votes

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    Idea  ·  9 comments  ·  User Settings  ·  Admin →
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  8. Option to hide assets (particularly meeting types) on a per user basis even if they should be able to see everything else in the workspace. Main use case that surfaced this is ability to test meeting types' copy, subject lines, etc. and preventing reps outside of the pilot scope to accidentally use and muddy the data. Increasingly harder when you have a large sales team and no amount of training/enablement would prevent it from happening entirely.

    3 votes

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    Idea  ·  0 comments  ·  User Settings  ·  Admin →
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  9. Some of our account managers like to set the minimum scheduling notice to 1 day so that they have time to prepare for their meetings with our customers, but others don't mind having it set to the day of. This feature was available when we used Outreach to book meetings.

    1 vote

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    Idea  ·  0 comments  ·  User Settings  ·  Admin →
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