140 results found
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SMS response emails from Chili Piper to include name and/or company name in subject line + what action
Update SMS response operational emails from Chili Piper to include name and/or company name in subject line + what action. Teams don't identify their guests/attendees by phone number and may have multiple meetings with the guest - it all adds in extra lookup steps. Adding in company name or guests' name + meeting type to the email notification that Chili Piper sends will notify them of the client and meeting more efficiently. Instead of ""New Message from [number]"" > ""[Action] message from [Name at Company, Number] for [Meeting Type]""
2 votes -
2 votes
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Prospect has ability to set one of multiple assignees as optional to view more available timeslots
Forresters team has multiple assignees that meet with clients. They would live to give the client the opportunity to mark one of multiple assignees as optional with the goal of viewing more availability.
2 votes -
Individual setting for 12/24H clock
The ability to set on the individual level between AM/PM or 24H clock.
2 votes -
Hubspot calendar view
When you open up instant booker in Hubspot - it is too small and not able to be physically moved.
2 votes -
Pass Router Name via Webhook
It would be useful to have the Router Name pass via a webhook (i.e. the Zapier integration). Currently it is not available.
Currently available fields: https://help.chilipiper.com/hc/en-us/articles/360053020854
2 votes -
Router / Settings check-list
Have a walk through checklist that says you are 100% complete like doing taxes in turbo tax.
2 votes -
Including UTMs on the event directly inside the webhook sent to Zapier
Including UTMs on the event directly inside the webhook sent to Zapier. CRM is Hubspot.
2 votes -
An open API with a /meetings endpoint where we can extract one object per meeting of interest
An open API with a /meetings endpoint where we can extract one object per meeting of interest
In this case, exporting this information into a database such as BitQuery when the crm is Hubspot.
2 votes -
Webhooks for event creation and event deletion
One of my clients is currently using Hubspot crm and Zapier and they are looking for webhooks in CP that would allow for event creation and event deletion.
2 votes -
Timezone selection doesn't include (daylight/no daylight savings)
Currently, when the prospect has the ability to select a timezone, it displays both the standard and daylight savings versions of each timezone. It would be beneficial if Chili Piper only showed one selection for each timezone and applied daylight savings adjustments as necessary automatically.
2 votes -
Change prospect booking limit display text
Prospect booking limit screen to change from "Please visit your original confirmation email if you'd like to reschedule your meeting for a different time/.day" to a more relatable text on why they can't book.
2 votes -
Stop opening the same tab when I right click on something.
You know that thing when you want to open a new tab(s) say all of your meeting types, so you right click blitz through all of them but the tab your on opens the same damn thing you're trying open in ANOTHER tab? Ya kill that : )If I right click on a thing, I want it to open to another tab and leave the tab I'm in alone.
2 votes -
Clarify that the list of Inbound Routers is clickable
When at Workspace > Inbound Routers, people keep creating new routers because it is not visually clear that the text at the top of the page is a list of clickable link to edit any of the existing routers.
2 votes -
Visibility rules for workspace assets
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.
2 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 -
Sort by admin status
Ability to filter user table by admin status or sort by admin status
2 votes -
Create a reporting only user role
It's frustrating that we have to give a user full administrative rights to view reports. If someone only needs reporting, they don't need the ability to every aspect of the product.
2 votes -
Lock Workspaces to certain Users
We have two different orgs using the same CP and SFDC Instance, each with their own workspaces and SFDC visibility. We'd like the ability to permanently assign workspaces for users in each org so that there is no crossover of workspaces.
2 votes -
Admin control over default IB 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.
2 votes
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