48 results found
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Edit suggested times
Would be nice to have an easy way to modify suggested times once they've been added in without having to erase and re-do. This is useful to check/update the correct meeting type, update duration, ensure all the guests are on the recipient list, ensure proper time zone is displayed, etc. If any one of these is potentially off, you have to erase and restart
10 votes -
default area code
It would be great to be able to set a default country code for a mobile number on the booking form. All my customers are based in the UK, but the area code defaults to the US. It leaves a lot of room for human error and is an extra unnecessary click!
5 votes -
Switch from 'insert availability' to 'book a meeting' in same UI
We would like to be able to utilize the extension to pull in the attendee names from an email then use that information to directly book a meeting. It would be beneficial to switch back and forth from the ability to insert availability to book a meeting as needed in the same workflow.
5 votes -
Prevent bookers from changing the meeting type but can still change the Description in ChiliCal
It would be useful for customers like Convoso to prevent their bookers (SDR's) from changing the meeting type when handing off into a queue using Instant Booker. They still want their SDR's to be able to edit the description (already an existing setting), but they have automations that trigger off of the CPMeetingType field in Salesforce and these get messed up if an SDR changes the meeting type. This new feature could be added to the Extension tab for example.
5 votes -
Add to Calendar button for ALL personal email domains
“Add to Calendar” Button on Booking Confirmation Screen
The button is only displayed when a prospect uses a personal @gmail.com address.
If a calendar invite is sent to a personal @gmail.com and the recipient hasn’t previously interacted with the sender, they’ll see the “Add to Calendar” button.
Once they click “I know the sender” in their inbox, the button no longer appears.
That said, most personal email providers now include similar spam-prevention measures.
The request: Display the “Add to Calendar” button on the confirmation page for all non-business email addresses, not just Gmail.4 votes -
Allow users to book meetings for reps that are set as OFF on Instant Booker
Currently, it's not possible to book meetings for someone that has a day off the next day (or more days) due to the Booking Span if the queue is Round Robin with the make it strict option enabled, would be good if we had an option to not block the calendar of the rep for when the person is back.
Example - I'm off tomorrow and IB shows me as OFF, and with the make it strict, it will not consider me as next in queue, so bookers are not able to assign meetings to me for next week.
4 votes -
Choose to share description on calendar booking page
I would like to show the description of my meeting type on the calendar booking page for concierge without having them to choose between meetings.
Use case - someone thinks they are booking a demo but it is an intro call & I want to call that out on the screen they are booking.
3 votes -
Create a way to differentiate busy/free events in ChiliCal
Right now ChiliCal displays events that are set as busy or free but we cannot differentiate it in the UI. It would be good to have a flag for free events for example to make it visible for the end user.
3 votes -
Disable multi-use links for end-users
Ability to have end-users to only be able to use single-use links. Could be a user control in ChiliCal
3 votes -
Meeting Time Dynamic Field to stamp based on timezone selected for Meeting instead of Assignee Timezone
I was made aware that the Meeting Time Dynamic text is not reliable and seems to stamp based on Assignee's timezone. This causes confusion with some of our prospects when using this as they may be based in a timezone but the assignee to the meeting is based in another and they miss that and no show to meetings.
It would be nice if this would just stamp based on the timezone selected for when the meeting is scheduled
2 votes -
Add the option for additional questions AFTER someone has scheduled a meeting
Many customers want to reduce friction at the point of scheduling by only asking for essential info (like name and email) in the initial Concierge form. After the meeting is booked, they’d like to display a second form with optional or nice-to-have questions (e.g. product of interest, challenges, use case, attribution etc.) to further qualify the lead. Ideally, the responses from this post-booking form would be automatically pushed into Salesforce (or other connected systems) to enrich the lead.
This flow would help increase conversion rates while still enabling downstream teams to get the data they need to prepare for the…
2 votes -
Restrict number of days shown on calendar
The quicker someone books a meeting the better chances of that meeting turning to revenue. That becomes more complicated with a customer's booking span. Specifcially, if a booking span is 3 weeks, the logic goes that the further out that meeting is booked, the better chances it doesn't close. That said, it's still important to get those prospects on teh calendar.
What we want here is the best of both worlds. The ability to have the CP calendar only show the next two days, for example (none from the past), to drive customers into booking quickly, but then give them…
2 votes -
Always show 3 full days availability even if no times are available
Problem :
We want prospects to book maximum 3 days in advance. But calendars are full, Chili Piper won't show any availability.We need Chili Piper to Open 3 more days if calendars are full. Or One more if one day get all booked.
We are checking 6 RR links one by one to make sure we add manually more days when it gets all booked - which is very time consuming.
2 votes -
Blind Round Robin - Show availability for all
Right now when using a blind round robin with handoff, it will ONLY show a single user.
There is no way to use the feature "show availability for all".
The blind round robin works well to prevent users from cherry picking, but part of the value-add is seeing all availability for those receiving meetings.
If we can update a feature so that when selecting "blind round robin" we can also view availability for all, that will be the ideal state
2 votes -
Multi-select to insert RR availability dynamically in Handoff
Request for Forrester -This is for Handoff Use case where a certain booking path matched may have upwards of 200 assignees available to take the meeting. They want to launch the ChiliCal booker to "insert booking link" that would round robin amongst the group... HOWEVER, at the time of booking they want to be able to multi-select just a FEW of those assignees from the matched list to include in the RR availability. This is due to nuanced and dynamically changing factors that make it impossible to build out individual paths or booking links that reflect the nearly endless list…
2 votes -
Prevent Assignee's from getting Meeting Buffers
A setting to be able to turn off Assignee's & Internal Guests from getting the meeting buffers would be great.
We only need them to for the Booker's to prepare, and its clogging up Assignee's calendars.2 votes -
Show meeting buffers before selecting a slot in ChiliCal scheduler
Meeting buffers are only shown (if enabled) once a time slot has been selected. This is problematic when booking for others if the booker is not aware of the buffers on each meeting type. They can end up picking what appears to be a suitable slot only to find there's a buffer enabled and therefore having to pick a new slot or suggest alternatives if doing so live on a call with a prospect/customer.
2 votes -
Invite Additional Attendees from CRM in Search Function
I’d love the ability to search for existing contacts in our CRM directly within the Chili Piper ‘Invite a Guest’ field. This would eliminate the need to type out the full email or switch to my email client to copy and paste, streamlining the invitation process.
2 votes -
Reaching host booking limit is not used when showing meeting availability.
Reaching host booking limit is not used when showing meeting availability. So often, Chili PIper will show a meeting as available. Prospect then clicks on meeting to book and then gets a page back saying that it is "unavailable". It's a bad user experience. Some users might click on the "Find another time" button while others might not due to being unaware of the button or through frustration.
We also want to keep the limit at 10 to have balance on focus and don't want to move to unlimited bookings as we don't want AEs spending a lot of time…
2 votes -
Prevent meeting bookings outside Working Hours by Route in Handoff
It would be nice to toggle on/off on a queue by queue basis for these handoff routers that funnel to queues. Some teams are hoping for more control of their teams' schedules.
2 votes
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