122 results found
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Allow Admin to Set Available Timezones
Our reps will often toggle the timezones visible when they book a meeting for a client and only 6 of them are relevant to our company. It would be great to allow admins to restrict the list of available timezones on booking links to simplify the options available.
9 votes -
Book first available slot before later slots
Stop booking middle of the day which wastes other available slots.
1 vote -
Semi Admin Access for Managers - view not edit
Create permission role for managers so they can view the settings and queue distribution, but can't edit it. They would see who is next in the rota and how the meetings are distributed.
43 votes -
Allow Reps to set their own meeting windows
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 -
Meeting buffers as individual user setting
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 -
Additional Custom Fields for Users
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 -
Ability to Manage maximum number of bookings across different meeting types
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 -
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 -
Google Meeting acceptance
When booking a meeting in Chili Piper, the calendar invite automatically shows a person accepted. Having this function prevents users to know if someone really accepted a meeting or not and how is CP to know when to send a specific reminder to someone when they did not accept. We would like this feature turned off for google meet calendar invites.
11 votes -
Global Admin Control
Global Admin control of all individual users features. Including customization of "my meeting" settings, advanced settings, meeting buffering, expiring reschedule links, switching off my meetings, adjusting reminders, etc.
62 votes -
Admin notifications when a meeting fails to sync to Salesforce
An operational email to the workspace admin(s), preferably customizable on per-admin basis since not all admins are operations admins, when a meeting has failed to sync to Salesforce after *# of tries (open to whatever number based on the retry cadence), much like when a meeting failed to be created in the user's calendar.
10 votes -
Warning sign when making an incorrect setting choice
Throw an error or a 'WARNING, this won't work' message when a customer tries to save a setting that won't actually work. One example being when trying to save a Lead routing rule with the AND logic to an account, as this is impossible. I'm sure there are are many more and we could work as a team to collaborate on where these may occur and a warning sign is relevant!
10 votes -
Date Format DD/MM/YYYY
Dates are currently shown in the American format, MM/DD/YYYY.This is not used universally, so I would like to have the option to choose the formatting to avoid confusions around booking dates.Options available should be:MM/DD/YYYYDD/MM/YYYYYYYY/MM/DD
2 votes -
Mobile App
We have a large number of reps who are in the field and rely on their phones for all prospect communications, calendar bookings, etc. It would be helpful if there was a mobile optimized app/version of the Instant Booker that would allow them to easily book meetings on their calendar via Chili Piper similar to how they are using the gcal app today. This is a blocker for full adoption of Chili Piper within our organization.
7 votes -
Allow users to set the minimum scheduling notice on the user level vs meeting type level
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 -
Assignee Availability List
Forrester would like the ability to quickly see a list of Assignees w/in a queues and their next availability to support identifying who doesn't have sufficient time available. Would prefer to take into account the meeting type as well to account for varying restrictions by date or by minimum or maximum scheduling settings.
7 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 -
Administrator Notes
Add ability to add Admin notes to changes being made
27 votes -
Ability to remove reps from teams when certain conditions are met
I've had a couple of requests recently to automate adding and removing reps from queues based on certain conditions within SFDC (e.g. remove a rep from the RR if the number of open ops in their name >10 and add them back in when it's <10). I'm currently working with them to use Zapier and our API endpoints, however it would be awesome if we could do this natively in-app.
4 votes -
Standardize Welcome Message
Allow admins to create and lock a standard welcome message for all users within a particular group or workspace. Creates a branding feel for users who want to use this instead of a personal pages link.
1 vote
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