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Ideas to Improve Chili Piper

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  1. Right now, only certain users using concierge receive error notifications. The default booker and the create by user on a router.

    It would be a huge value-add to be able to select multiple users to receive these error notifications, esepcially if say, someone were to leave the office so as not to create a silo.

    2 votes

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  2. Be able to remove a rep's edit access to working hours.

    2 votes

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  3. When a prospect selects a different time zone than the one presented to them, this is not recorded anywhere except in our database.

    It was suggested to me that we should store this time zone as a field in the CRM Event record as a custom field, or otherwise make it available as a dynamic tag to embed there.

    2 votes

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  4. 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?

    2 votes

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  5. There is a Critical Accessibility conformance issue with the Chili Piper scheduler modal where the Close ("X") button does not have an accessible name. See WCAG 2.1 Success Criterion 4.1.2.

    Adding an aria-label="Close" (or some other descriptive text) should resolve this issue.

    Element selector: <button display="inline-block" text-decoration="none" type="button" cursor="pointer" data-test-id="ModalCloseButton" data-chili-css="ModalCloseButton" class="sc-duSInm sc-jrrXlR eVmrDv itsiPJ">

    2 votes

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  6. We'd like to have a Chili option that'd prevent meetings from going into rep's calendars for testing purposes in Prod.

    Something like:
    nobooking: boolean,

    2 votes

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  7. We would like to enable a reply feature to reminder emails to the account owner for client replies.

    2 votes

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  8. When adding multiple meeting types to your personal page, the list of Meeting Types across workspaces gets very long and difficult to manage. Being able to use a dropdown to view meeting types by workspace rather than in one long list would be an improvement.

    2 votes

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  9. 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

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  10. 2 votes

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  11. 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

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

    2 votes

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  13. Home Depot would like to include an onboarding pdf to meeting types for new customers to review prior to onboarding.

    2 votes

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  14. When you open up instant booker in Hubspot - it is too small and not able to be physically moved.

    2 votes

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  15. 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

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  16. Have a walk through checklist that says you are 100% complete like doing taxes in turbo tax.

    2 votes

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  17. I think it's great that users are able to create personal pages; however, if we add company-wide meeting types, we have to be able to find these Personal Pages and potentially mass-update them with new Bookings.

    2 votes

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  18. Provide ability to place unsubscribe button on all externally sent emails from the platform to comply with legal requirements

    2 votes

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  19. Including UTMs on the event directly inside the webhook sent to Zapier. CRM is Hubspot.

    2 votes

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    1 comment  ·  Admin →
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  20. 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

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