140 results found
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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
52 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
40 votes -
Ability to decide if events are automatically marked as no-showed rather than showed
SDR's are commissioned for attended meetings. They are desintivized to mark as a no-show, and it would be better for the Podium team if they could chance a setting where all meetings were assumed no-show until marked, which prompts the team to properly mark meetings! More below -
7 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.
42 votes -
Restrict to SOO logins only for users
Remove the ability for users to log in via Google/O365/Hubspot/SFDC
13 votes -
Ability to override the queue a booking was made for without changing the owner
Within CP it’s relatively easy for us to reassign a meeting to a new owner in the same queue, or to a new owner in a new queue. However, we can’t reassign a meeting to the same owner in a new queue (even if the rep is in both queues).
This means when a rep books via the wrong queue, we either have to reassign the meeting to a new owner (which isn’t the best customer experience) or manually recalibrate multiple queues. We then also need to update the event data in our CRM to ensure our reporting is accurate
5 votes -
Ability to Deactivate My Workspace as Org Admin - Prevent users from creating or using personal templates
We've created standardized Meeting Types with approved customer correspondence in our Hot Workspaces, but users are still accidentally sending out their personal meeting type links instead which is creating a poor customer experience and affecting our data consistency. We can have them deactivate it themselves but it would be helpful to prevent these hiccups by having more control as an admin to disable these for everyone during user setup in the first place.
37 votes -
Allow reassign Meetings booked with a Personal Link
Chili Piper only allows to reassign a meeting when it's part of a Queue, but sometimes we need to reassign meetings booked through Personal Links and we need to do that manually in G-Calendar and Salesforce. Ideally we would like to have the option to reassign meeting to all meetings booked through Chili Piper
5 votes -
Branding on Confirmation Emails
The confirmation e-mails sent to the Assignee and the Booker should be branded with our logo.
36 votes -
Adding Custom Domains
A custom domain, let's your customer brand your API, UI, service, or product with their domain on top of your service.
16 votes -
Create a limitation in the UI to not allow customers to have two different HubSpot fields with the same name.
Right now when a HubSpot field is created, the label associated to this field can be changed in HubSpot but the API name will be forever the same (you cannot change it in HS). If a customer creates two fields with the same name in HubSpot, in our Chili Piper form the dropdown will display both fields with the same name and it's impossible to know through the UI which one is the desired one. It can also cause a conflict in the backend when we don't actually know which one of them we should try to match with the…
1 vote -
Reply to Reminder Emails
We would like to enable a reply feature to reminder emails to the account owner for client replies.
2 votes -
Add the dynamic Meeting Time to Meeting Types
Currently the {!CP.Meeting.Time} dynamic tag is not available in Meeting Types. You can manually type it in to get it to work, but when the meeting is rescheduled the text for the time doesn't change from the original time. This would be very useful for giving customers more clarity on when their meeting is scheduled for, especially for scheduling in-person meetings.
2 votes -
Show meeting name/title in Instant Booker view
Show the meeting titles/names in Instant Booker so you don't have to look in GCal or Outreach. This would be helpful for BDR's that are trying to schedule on behalf of an AE when the calendar is full and they need to see if there is a meeting type that they can book over.
2 votes -
license allocation by team
Toast purchases large quantities of licenses frequently (Currently upwards of 1,200) acquiring and new seats and onboarding at a monthly basis, but each team that uses Chili Piper has a different budget and are purchasing quantities for themselves separately. When new seats are loaded in the app, there's no way to see "sales has 10 licenses, account mangaement has 20, Customer Success has 30" and they find it difficult to manage and track how many each team can utilize. Would be beneficial in enterprise space to allocate for each team and watch and track the totals
6 votes -
Manually re-order queues
It would be amazing if we could manually rearrange queues in our queue lists. We have instances where a queue may qualify for more than 1 queue and it would allow us to mitigate user error if we could make one of our queues show up earlier in the list so it defaults to one during certain instances.
26 votes -
Administrator Notes
Add ability to add Admin notes to changes being made
25 votes -
Option to Not Book for Dev Testing
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 -
Manager Profile Permissions
I'd like to be able to assign a user "Manager" permissions in Chili Piper to be able to add/remove users to and from queues, adjust weights, and view/edit calibration. I would like to be able to assign these permissions per a queue, but not make this user a workspace admin.
25 votes -
Email notification if calendar invite not delivered to prospect
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?
1 vote
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