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Ideas to Improve Chili Piper

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  1. 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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  2. 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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  3. 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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  4. I would love to see the current availability of a meeting link, so I can see how long the delay is before a potential customer can speak with a rep is.

    2 votes

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    1 comment  ·  Admin Powers  ·  Admin →
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  5. Have a walk through checklist that says you are 100% complete like doing taxes in turbo tax.

    2 votes

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    0 comments  ·  Settings  ·  Admin →
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  6. 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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  7. 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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  8. 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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  9. 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

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    1 comment  ·  Admin →
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  10. 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

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  11. 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

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    Idea  ·  0 comments  ·  UX Improvements  ·  Admin →
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  12. 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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    Idea  ·  1 comment  ·  Admin Powers  ·  Admin →
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  13. Currently the Chili Piper Integration only allows for booking meetings from Contacts in the side panel within Hubspot. Being able to book meetings from Deals in Hubspot with the Contacts associated with the Deal would be a great additional feature.

    1 vote

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  14. When viewing the Team screen we are able to see if a Team Members calendar is disconnected. It would be helpful if we could also notify them directly from the team screen, like we can from the user table. Currently we have to exit/new tab the user table to do this.

    1 vote

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  15. 1 vote

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  16. Having the Chili Cal User Controls in a separate area (per workspace) from the user table is burdensome for admin. Specifically the Links section of the User controls. These should be moved to the User Table, so a new user can be fully set up from one screen.

    At a minimum there should be a workspace setting that sets the default for all users added to the workspace (Currently defaults to enabled)

    1 vote

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  17. We are requesting the ability to edit the email notification that is sent when a meeting books. Ideally we would like to see all form submission data on the email notification so the rep has that information available.

    1 vote

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  18. 1 vote

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    0 comments  ·  User Settings  ·  Admin →
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  19. It would be useful to reorder the meeting types listed in the ChiliCal Scheduler. Today I believe it lists them in the order created and there is no way to reorder them.

    1 vote

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  20. We run different Marketing/Sales campaigns in our organization from time to time.
    CP assignee notifications work as a good handoff email from Marketing to the Sales team so we would really like to be able to customise the messaging to add the campaign details in there.

    1 vote

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