64 results found
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Edit Meeting Buffer Settings including Name, behavior for users
Allow editing of Meeting Buffers for Meeting Types. It would be nice to allow more editing for Meeting Buffers such as being able to name the meeting buffers or adding a description and even allowing for individual settings for meeting buffer behavior since some reps might not want them
46 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 -
Simplify Date Dynamic tag
When you're adding a dynamic tag of the meeting time- It is very long in the Subject line. If it could be simplified to ( Date (XX-XX-XX), time (12:30 pm et)
1 vote -
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 -
Ability to send reminders and notifications based on time after sending calendar invite
Allow the ability to send reminders and notifications to guests if they have not accepted a meeting invite.
For example, after a meeting invite is sent, if the guest has not accepted within a set period of time i.e. a couple of days, send a reminder email.
1 vote -
Ability to track opens/clicks on meeting reminders
Currently, there is no analytics on the meeting reminders being sent and how the prospect is interacting with them. It is helpful to be able to audit if they are delivered, opened (or going to spam) etc. We often get feedback from prospects that they never received the reminder, there is no way for us to discern if this is an actual issue with the invite or if it is a issue on their end.
It would be extremely helpful to be able to see the activity on the reminders and the message that went out / what time.
5 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 -
Show Org-level meeting type descriptions on Personal Pages
meetings I created from my personal account have the descriptions listed. But the ones I adopted from the team account do not have the descriptions until AFTER the link to the scheduling page is selected.
We would LOVE to be able to add universal description text to adopted meeting types
1 vote -
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
1 vote -
Send email reminders to all guests of the demo meeting, but not to the host
When creating/editing an email reminder, it has options to send the email to either "All guests" or "Primary guest only". When selecting "All guests", the reminder get sent to all prospects attending the meeting, but it also gets sent to the host/Account Executive. We'd love for their to be an option that sends the reminder email to all guests of the meeting, but not the host. Our AEs already know the meeting is going to happen and don't need the reminder email as it is redundant clutter. Thank you!
1 vote -
Booker Slack Notifications
The Chili Bot Slack app should also notify the Booker when a meeting is scheduled, rescheduled or canceled. This is critical for both the Booker & Host to be on the same page about meetings scheduled with Chili Piper so our customers have a seamless experience with our company.
1 vote -
More Descriptive error when booking a meeting for a time that's already booked
When a customer books time using a meeting link, if they select a time and the time has already been booked before they have a chance to click submit, they see a vague error. The error says "couldn't book the meeting". It's not clear why they're seeing an error. It would be helpful to see more descriptive error so they know how to fix it (i.e. pick another time).
Unfortunately, customers have to email their Sales rep so that the Sales rep can then send out a manual invite. Defeats the purpose of using Chili Piper links.
1 vote -
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 -
Visibility of Calendar Events on a user level.
Right now we do have the option to select whether Bookers can view event titles on Assignees' calendars, or only see 'Busy' for blocked times under https://buildertrend.chilipiper.com/fire/admin/integrations/preferences and this is a global setting. It would be nice to have the same kind of feature in a user level since larger orgs might need a different configuration depending on teams and individuals.
1 vote -
Sync Timezone from CRM
Hi
I was just made aware that ChiliCal can do suggested Timezones when booking a meeting but it's based on the customer info being in Clearbit. It seems like there should be a way to do so using timezone in our CRM. We keep track of Timezone based on the address information we have in our CRM so it seems like we should be able to map that to the timezones in ChiliCal?
2 votes -
Attio CRM integration
Attio is a AI native CRM and younger companies are exploring this tool as they move away from Salesforce https://attio.com/
1 vote -
Meeting guest email
Combine the "Email" and "Invite Additional Guests" fields into one field on the meeting scheduling form so that a customer can copy paste all meeting guests email addresses into one field. Have the addresses separated out after ".com" ".org" ".gov" etc.
1 vote -
Ability for admins to reassign meetings over busy blocks through admin
If a user has a manual block on their calendar, give admins the ability to transfer a call over a manual block through the admin portal.
1 vote -
Make additional participant a Host
Right now, only the Booker or Assignee can be a Host. Please add the ability to make additional participants a Host.
1 vote -
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
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