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94 results found

  1. Ability to customize the format of the email notification the assignee receives that a meeting has been booked. Right now, in the description, all the details appear in one long paragraph, and it's hard to easily skim and read the important information.

    12 votes

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  2. Option to, instead, have reminders come from the assignee or booker

    130 votes

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    Investigating  ·  14 comments  ·  Reminders  ·  Admin →
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  3. Give settings on Personal Meeting types to create / not create lead. No option to turn off lead creation on personal meetings

    5 votes

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  4. Cap # of records being assigned to a specific rep.

    3 votes

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    Planned  ·  0 comments  ·  Team Round Robin  ·  Admin →
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  5. The guest form looks quite old and isn't very customizable. It's difficult to brand the guest form, edit colors, etc. and I find that to be an important feature for customers as branding is everything. My reccommendation is to have a more customizable guest form with the ability to change text, colors, descriptions, etc. (without using CSS)

    3 votes

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    0 comments  ·  Guest Forms  ·  Admin →
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  6. Users should be able to control the direction of SMS Replies by allowing them to set the SMS Reminder recipient/sender in the Reminders settings of a workspace

    11 votes

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    0 comments  ·  Reminders  ·  Admin →
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  7. When a meeting is rescheduled or cancelled, an updated invite is sent to the attendees. However, the body of this invite is exactly the same as the original. It would be useful to change the language in the body of the email they receive when rescheduling or cancelling to eliminate any confusion. For example, if the original invite says "Thank you for scheduling your tour..." it would be useful to update the body to say something like "Your tour has been cancelled" or "Your tour has been rescheduled" instead.

    4 votes

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  8. Have the ability to send different reminders for prospects that DID accept the invite (i.e. "can't wait for our call!") and a different one for prospects that DIDN'T (i.e. "can you please let us know if you're coming?").

    Right now you can only send to either everyone, or to prospects who didn't confirm - meaning the suggestion above is not possible.

    6 votes

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    1 comment  ·  Reminders  ·  Admin →
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  9. Currently with Chili Piper we are only able to use the solution for the front end of longer lifecycles with our prospects and customers. Our more complicated deals where we need more data (i.e. how many meetings do we need to close a deal, renew a customer etc) have to be booked outside of Chili Piper given the product that doesn't support recurring meetings. Garnering adoption with a new tool is never easy but given that my AEs can only use the tool some of the time makes that all that more impossible.

    53 votes

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    Idea  ·  5 comments  ·  Meeting Types  ·  Admin →
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  10. Minimum scheduling notice has only one setting of the number of hours in advance. We had our SDR meeting set at 2 hours notice, which works fine when it's working hours in Pacific Time, but not great when they get a meeting booked in the middle of the night for first thing in the morning based on their personal working hours.It would be great to have an option to set a "Working Hours Minimum Notice" and a "Non Working Hours Minimum Notice".For the time being, I've changed the Min Notice from 2hrs to 6hrs, which will reduce the # of…

    51 votes

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    Idea  ·  5 comments  ·  Meeting Types  ·  Admin →
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  11. If a prospect/customer tries to access a queue link that has been disabled via the 'Public online booking link' toggle - it shows them a warning triangle with the message "This page is not available". This is a poor experience if the links are being used for time-sensitive campaigns and doesn't explain why they can't book a meeting e.g. "This initiative has ended - please contact your Account Manager". The request is to be able to change the image and the text shown once a link has been disabled.

    1 vote

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  12. In addition to reminder emails BEFORE a meeting, ability to create email templates leveraging dynamic tags to go out AFTER a meeting is completed. For example, a thank-you email which includes attachments, or whitepapers, etc.

    39 votes

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    Idea  ·  2 comments  ·  Reminders  ·  Admin →
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  13. Allow a rep to send a manual reminder. There are times where it may be necessary to manually be able to send a reminder to specific clients to specify meeting details. having to go in and set up a specific time to send is more of a hassle than being able to simply click 'Send' on a reminder.

    2 votes

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    0 comments  ·  Reminders  ·  Admin →
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  14. Option for each user to choose what notifications they want to receive by email. The booker especially doesn't need to receive all of these emails.

    4 votes

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    0 comments  ·  Reminders  ·  Admin →
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  15. We are based in the UK but anyone in the world can book a demo with us, which means that UK hours appear even when it can be the middle of the night for people in the USA, India or Australia/New Zealand.

    I would like the option to not display any times outside of the demo booker's working hours (nothing before 7am and nothing after 7pm) so they don't see random 1AM, 2AM, 3AM etc. times. It currently provides a very negative experience.

    6 votes

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  16. Having the ability to add Meeting Types created in Workspace to the multiple meeting types on booking link within My Workspace.

    Currently, the team will need to clone/recreate the meeting type within Personal Workspace just to be able to add it into a multiple meeting type link. To increase adoption, not having the user create this will be very helpful.

    11 votes

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  17. Currently you can only make individual meeting type links 'single-use'. I'd like the ability to offer a single-use link that has multiple options attached e.g. 15 mins, 30 mins, 45 mins meeting types.

    8 votes

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  18. allow reps to create their own group meeting links including with those people not in their workspace to allow cross-team collaboration.

    25 votes

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    Idea  ·  2 comments  ·  Booking Pages  ·  Admin →
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  19. It would be great to be able to set a limit for the number of times someone could reschedule a call prior to the call being held. We have seen a few scenarios where someone will reschedule the call MANY times (11 for example). At that point, we believe that candidate is not serious about holding a call and we'd rather they end up with a screen that says to contact us to find a time that works.

    24 votes

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    Idea  ·  2 comments  ·  Meeting Types  ·  Admin →
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  20. It would be extremely beneficial for in-person event specific settings to allow users a max limit of bookings per time slot. This would allow a user to host a fixed amount of guests per meeting slot without having to physically block their calendar after a certain amount of 'Free Availability' meetings are booked.

    The current workaround is using multiple user's calendars for events which is an inconvenience when it is only one user hosting an event with several guests per time slot.

    1 vote

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