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Calendar Booker

Calendar Booker

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  1. When a prospect self-schedules a meeting (for example, they book a time for a demo via the website), only the meeting guest and assignee are notified with a meeting confirmation. We need to be able to give others on our team this same level of "instant" visibility that someone booked a meeting.

    We don't need this for every meeting type, but we do need to be able to cc or notify others internally that a demo was booked with X salesperson. Receiving an instant notification via email (just like the meeting confirmation email for the meeting guest and assignee) would…

    3 votes

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    2 comments  ·  General  ·  Admin →
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  2. When we open Instant Booker from the extension itself, even if we select a language that is not English, the text " Click here to book meeting" is always generated in English, so this feature request is to translate this when we have a different language.

    5 votes

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  3. When SDRs are scheduling meetings for AEs through CP Instant Booker, it would be beneficial to visually differentiate meetings for different products by color. This would help us balance AEs' calendars when booking meetings for various products.

    1 vote

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    0 comments  ·  UX Improvements  ·  Admin →
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  4. The UI screen of the booking links page is terrible - not only is there no search functionality to search for a specific user, the users aren't listed in alphabetical order. It is extremely time-consuming to use this feature when you need to search through hundreds of names. Please bring this page up to date with the rest of the platform.

    2 votes

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  5. We'd like the ability to set the time zone in which a custom schedule's hours should apply. Currently, custom schedules inherit the time zone from the user's schedule. Our use case is that our sales team travels to tradeshows and events, for which we set custom schedules that enforce availability only for specific meetings during those shows and events.

    1 vote

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  6. Is there a way I can create a custom booking link for meetings where a SME needs to be on a call?

    I am looking for a way I can add say a Sales Engineer, Pre-sales Consultant, an executive/manager or specialist on specific meetings I want to book.

    1 vote

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  7. The ability for SDRs to send suggested times for all AEs in a specific queue.

    Essentially the same thing we have for inbound concierge but for outbound suggested times.

    4 votes

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  8. Our Chili Piper admin left the company so I had to reconnect the HubSpot integration under my name instead. I also updated all of the booker settings so that meetings would be booked by me going forward. But, that doesn't change all of the existing meetings that were already booked. When that person left the company, we had over 30 meetings that could not be rescheduled using the reschedule link because the booker no longer existed (their calendar was disconnected). There's no way to transfer those meetings over to another booker so we have to manually reschedule meetings. Sales has…

    1 vote

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  9. When changing the timezone (in the Americas), there are too many to scroll through. I wish I could deselect and remove some from view that I never use.

    1 vote

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  10. When using the Reassign function(SDR holds handoff, AE holds IB) - remove SDR as organizer of calendar event & make AE organizer of both calendar event and zoom link so that the SDR does not appear on the confirmed meeting.

    2 votes

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  11. Have an email validator tool built into concierge so if someone uses a invalid/spam email they do not have the option to book a meeting.

    I use a couple right now that are super valuable:
    https://mailtester.ninja/
    millionverifier.com

    They give 3 results:
    1. Valid
    2. Uncertain (if they have email security etc.)
    3. Invalid

    The “invalid” are always invalid, so it would be very valuable to have the option “If Invalid do not show calendar”.

    Seems like we could just build our own and not have to use a 3rd party.

    3 votes

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  12. Only display booking meeting types for users to be able to use and not all workspace meeting types which are used in inbound routers for other purposes.

    4 votes

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  13. We had a meeting that was set for tomorrow and the prospect was able to book SAME day (today) and our AE was busy so it completely threw her off. We want either a setting, or the ability to say if reschedules can be scheduled same day

    1 vote

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  14. New feature in Outlook archives calendar events older than a year. This does not delete the calendar events but moves it to a different calendar called Archives. With our ChiliPiper integration, this auto marks the events in Salesforce to be Cancelled and Not Held which is untrue and messes with our historical data.

    1 vote

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  15. Currently Chilipiper supports sending unique reminders to attendees if they do not RSVP for their scheduled meeting, but it does not include branching logic that ensures the attendees will only recieve one type of reminder. As a result, if an attendee does not RSVP for their meeting, they can receive the general reminder messages AND reminder messages unique to those that don't RSVP. There would be benefit to providing branching logic to allow users to control that.

    1 vote

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  16. When a CP event is being sent, this is automatically accepted in the reps calendar and the prospects.

    If the prospects later on rejects the meeting, there is no way to recognize this one as a canceled event unless the rep deletes the meeting from the calendar

    For data consistency, it would be nice to be able to recognize these meetings (prospect reject = True)

    1 vote

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  17. Currently, the "Reminder" feature can only be triggered based on an amount of time before a meeting. What if a customized email could be triggered based on a meeting being booked?

    Use case: A prospect sends an SDR an email with interest to meet but the prospect doesn't provide availability. The SDR finds a time using Chili and books the meeting, which sends a calendar invite with a subject line of Placeholder. Then an email is automatically triggered upon booking that dynamically pulls in the AE's information and the prospect's info, along with messaging introducing the AE and confirming if…

    7 votes

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  18. Meeting types have the users weighted where you can have multiple queues which will allow for all departments to use the queue. This way your demo won't be assigned to an SDR and your qualification call won't be assigned to an AE

    1 vote

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  19. Problem:
    Currently, users/bookers are only able to view 7-days at a time, and in order to look at dates in the future, it requires too many clicks.
    - i.e. if I want to book an event 3 weeks away, I'd have to click the "next arrow" 3 times and then find the date I need

    Solution:
    Give users/bookers a rolling 30-day view of the calendar so they can easily click what day they want in that view.
    - i.e. If today is April 13, and I want to book April 30, all I need to do is click on the…

    3 votes

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  20. I want to be able to generate a one-time use booking link for meeting queues so that we can leverage the group/round-robin scheduling while still limiting customers to one meeting booked per link.

    2 votes

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