68 results found
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Ability to edit or add new guest(s) to a Concierge booked meeting in the Dashboard
Guests often misspell their email address and we need to update it
4 votes -
Internal Notifications For Meetings Booked
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 -
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 -
additional Guests at Concierge
With Concierge there should be an option to invite additional guests.
1 vote -
Group Links Default Host
When working with group links, we don't really care which person in the group takes the meeting; we just want to be sure that at least one employee is on the meeting. However, this makes working with Zoom links hard. The one person who is set as the host in the group link will have their Zoom link account tied to the meeting, even though they may not the be the one on the meeting.
It would be valuable to be able to have a default host (so if that host is in the meeting, then use their Zoom link…
1 vote -
descriptions on meeting types for multi meeting / personal page
want ability to add description to meeting types (feature parity to multi meeting links in legacy) so that when customers are presented with multiple meeting type options, the chili user can add a description of what the meeting is to the options
1 vote -
See everyone's working hours and availability in 1 view
Most importantly the ability to see everyone's availability/working hours in one view instead of clicking into each person one-by-one. Maybe a drop-down instead of clicking into each user and having to leave the page. Ultimately, a shared calendar view for admins to view everyone workings hours, etc.
1 vote -
CP hosted page to select a type of meeting (support, commercial, etc) followed by who to book with (or RR) on the next page.
We'd like to extend the use of CP to our CS/Growth teams but only if we can give customers one landing page (instead of multiple links) that has all of the different call types available to them and then the option to choose who they book with or a round-robin if they don't mind. Similar to personal pages but for the entire post-sales teams.
1 vote -
1 vote
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1 vote
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Account Ownership Routing for Existing Leads
Account ownership based routing should be possible for new Leads and existing Leads. Right now it is only possible for new Leads.
1 vote -
Set time zones on custom schedules
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 -
Custom booking link for meetings with multiple SMEs
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 -
Email Validator
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.comThey give 3 results:
1. Valid
2. Uncertain (if they have email security etc.)
3. InvalidThe “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.
4 votes -
Ability to transfer existing meetings to a new booker
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 -
Listed organizer on confirmed meetings
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 -
Create webinar events
Provide a workflow so that it's possible to use Chili Piper to book webinars where multiple different customers are attending the same meeting, at the same time.
30 votes -
Meeting buffers without a calendar event created
Other calendar tools have the ability to put buffer time around meetings so they can't be booked right next to each other, but without creating an event in the calendar. My reps have reminders for meetings, but they're getting reminders for buffers which isn't needed.
4 votes -
Not cancel meetings when the calendar event is moved to archives in Outlook
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 -
Unique Reminder Cadence Only Sent For Attendees That Don't RSVP
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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