56 results found
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Recurring Meetings - AEs/CSMs
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.
63 votes -
Ability to automatically send a follow-up email post meeting completion.
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 -
Allow reps to create their own group booking links
allow reps to create their own group meeting links including with those people not in their workspace to allow cross-team collaboration.
29 votes -
Set a limit for # of times someone can reschedule
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 -
Ability to clone Meeting Types, Meeting Queues, Reminders, Forms and Routers to other Workspaces
We have multiple Workspaces but use similar Meeting Types across Workspaces so we would like the ability to clone these items across Workspaces.
20 votes -
Flexibility with Reminders
Adding the ability to add images to our reminders & change the domain to which they are sent from could help companies with brand consistency. Also, customers could add video thumbnails to introduce themselves or further educate the prospect / invitee
18 votes -
Offer feature for Templated "Buffer" meetings
Would be ideal if we could assign templates to buffers associated with CP bookings. In instances where the buffer is used for work tied to the CP invite immediately before/after the booked call, it would easily provide the individual(s) affected direction on what needs to be done.
15 votes -
Meeting buffers in 5 minute intervals
Allow users to create meeting buffers within 5 minute intervals (ex. 5, 10, 15, 20, 25, 30 minutes)
15 votes -
Ability to Apply Meeting Buffers to Internal Guests
Allowing individuals booking meetings to apply meeting buffers to other internal guest's calendars (Solutions Consultant use case)
10 votes -
Test Reminder Emails
Want to test reminder emails to see how it will look when it's actually sent out. Would help to know how it looks as an example
8 votes -
Meeting Buffer for Weekends
When we have a new client, we have a 48-hour delay before the customer can actually schedule their kickoff meeting. This allows the consultant enough time to review the project and schedule time internally for a handoff meeting. It doesn't appear the 2 Day buffer excludes weekends. The issue we're running into is that if a customer is assigned Friday afternoon and receives the link, they can schedule a call as soon as Monday, not giving us enough time to review and have the internal handoff.
6 votes -
Comments while rescheduling meeting
Allowing customers to add comments while rescheduling meetings, so they can let the assignee know about the reason, without sending a separate email.
6 votes -
Default text for dynamic fields
If a dynamic field is empty, have the ability to provide default/fallback text instead.
6 votes -
Reminders copy dynamic conference details from meeting type
Setting to automatically include the matching dynamic conference details tag (if existing) from the corresponding Meeting Type description to the associated Reminders to reduce room for error and manual steps needed to include proper meeting conference details!
6 votes -
Booker timezone to reflect in invite
We would like the booker's timezone to be reflected in the Google cal invite, NOT the host's timezone. At the very least, can we get dynamic variables to use that reflect the booker's timezone and the booking time in that timezone?
6 votes -
allow booker to connect and overlay their calendar
When prospect enters Public Booking Link or Personal Booking Link, they will see availability of the assignee + have the option to see prospect's availability as well, if prospect has CP Chrome Extension. This way prospect can not book a meeting by mistake for the time they are busy.I'm not sure if this is possible but I got it from customer who claims Calendly has it.
5 votes -
Be able to use meeting buffers without selecting time slots to include them
Currently, I would have to mark my availability from 1:50-2:40pm for a 30-minute meeting (to account for 10-minute buffers on either end of a 2-2:30pm slot). I should be able to have a buffer setting that accounts for the buffer, outside of listing my hours in order to include buffer times.In my prior calendars, I didn't book a 30-minute meeting, using a 50-minute slot duration. I booked a 30-minute meeting, using a 30-minute slot, and the calendar settings adjusted around that for buffers.
5 votes -
see teammate booking links
Sometimes we want to offer or send a team mate's booking link to a colleague. There's no way for me to easily see their links. We created a separate spreadsheet internally.
5 votes -
Text Alerts for more than just the booker.
When sending out emails we have the options to choose who can get alerts/notifications between the booker and the host. We would like the exact same options for text alerts. In most cases the booker is not the host so when the booker gets a text they would have to relay that to the meeting host which would take extra time and resources.
5 votes -
Availability Polling
Our Planhat CSM ( and a customer of ours) just asked about functionality similar to Doodle, in which the guests can select their availability and the booker can see which time fits best for all guests to schedule. At the moment the booker would have to cross-reference their team's availability and the suggested times/booker's calendar availability. We also don't solve for the use-case of coordinating a group of people from various companies.
3 votes
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