19 results found
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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.
66 votes -
Ability to set org-level holidays
Ability to add in holidays within the Inbound Routers or even within the queues or workspaces. What I mean by this is a way to mark specific days as 100% no one can book. In the DE screenshot below, I can say everyone is OOO per Distribution Team on specific Days. It would be awesome to be able to do this in Chili Piper too. Then it would not matter if someone forgot to set their calendar for the holiday. https://share.getcloudapp.com/o0uZxBy4
46 votes -
Branding on Confirmation Emails
The confirmation e-mails sent to the Assignee and the Booker should be branded with our logo.
38 votes -
Administrator Notes
Add ability to add Admin notes to changes being made
28 votes -
Archive functionality
Ability to archive queues, templates, etc without fulling deleting to clean up workspaces.
18 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.
13 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.
13 votes -
Receive a notification when a meeting is booked, rescheduled, or reassigned
While email alerts are great, I sometimes don't check my inbox for a couple of hours at a time. A chrome notification, similar to what you have for Instant Video, when certain things happen would be great. The ability to customize which notifications I get would put a cherry on top.
10 votes -
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.
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 -
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 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 -
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 -
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 -
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 -
Ability to transfer configurations from Sandbox to Production
Adding the ability to transfer all configurations from Sandbox to Production. This way customers don't need to recreate everything again, which could speed up the onboarding process.
4 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.
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 -
Book first available slot before later slots
Stop booking middle of the day which wastes other available slots.
1 vote
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