65 results found
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Allow booker to edit the details of the scheduled event, but not be included on the invitation
Allow the BDR/XDR who is scheduling the meeting, to also edit the details of the meeting (change the time, add/remove guests etc.) without being invited. Foreseeably from their dashboard.
1 vote -
Ability to select a domain for invite to come from
We recently merged 3 companies under 1 domain. We would like the ability for our reps to be able to choose which email domain their invite comes from when inviting a prospect to a meeting.
8 votes -
Reschedule Should NOT Count For Booking Limits
Currently, Host booking limits are taken into account when someone attempts to reschedule their meeting.
This shouldn't be the case as the meeting is being moved to a different time (and thus not adding to the number of meetings booked).
2 votes -
Update queue order in Instant Booker
It would be great for the queue order to update based on who is up next for a meeting. The idea would be that the person up next is at the top of the queue in instant booker then the order changes based on the current level and goes top-down. This is helpful when there are a lot of users in the queue and the booker often needs to skip people based on availability. The person at the top may be selected more often. Currently, if you move to the person under the stared up next user this could have…
6 votes -
Better Visual Differentiation between AM and PM
On the screen where users select the time they want, it would be incredibly beneficial to have additional ways of indicating AM/PM since we have seen many users around the globe who often miss the AM/PM designation. One option would be to configure the page to show times in the 24 hour clock format instead of the 12 hour. Other things you could do if showing the times in the 12 hour clock format are add morning and evening icons to the tiles and/or differentiate AM/PM tiles by giving them different background colors.
1 vote -
Reassign information posted to contact/lead in SFDC
When a meeting is reassigned, we currently don't move the reassign meeting data to the contact/lead (meeting type, utm parameters). We should move this data to the contact/lead as it's now the current event data.
1 vote -
In App No Show
Currently there is no way to mark a no show within the Chili Piper dashboard. Reps would like this capability.
1 vote -
Show lead's time zone in instant booker email
Show lead's time zone in Instant booker email to internal sales rep
4 votes -
Show queue meeting levels in Instant Booker
Currently, when booking via a queue in Instant Booker, a star indicates the rep who is 'next up,' but there's no way to know who has the next least meetings, or the 3rd least meetings. Clicking availability for all will allow an SDR to find a time that works for the prospect, but it would be helpful to know the meeting level of all reps in Instant Booker so that if the starred rep isn't available, we can check the calendar for the next starred rep specifically, instead of all reps in the queue. Sometimes even distribution of meetings is…
4 votes -
Timezone default for instant booker
For reps that only work in 1 timezone, needing to manually change it each time to suggest / insert available meeting times is pretty cumbersome.
3 votes -
Lock down how far out we can schedule
When someone is using the chilipiper extension or instant booker, be able to lock down how far out the reps can schedule a meeting. If we change the meeting type to schedule only within the next 3 days, only allow them to schedule within that timeframe not out further.
3 votes -
Meeting Type Templates
Ability to create meeting type templates that can be used across multiple workspaces
2 votes -
Multiple queues linked to one meeting type
It would be great to be able to connect multiple meeting queues to a meeting type. The example use-case is that I want to send an invite out for a meeting that goes to a global audience, but depending on where they are located, I want to let them choose if they want to pick a time for a EMEA timezone friendly call (so this link would go to the EMEA team's link) or APAC or North America.
1 vote -
Translate day and date in other languages
Fully translate all elements of a booking page when utilizing a different language, include the day and date.
1 vote -
Ability to "correct" erroneous email submissions
We've been running into an issue where certain prospects are submitting their email address with a "+" at the end (i.e. johndoe@gmail.com+), causing errors with Salesforce event creation (as SFDC does not allow incorrect email addresses and automatically corrects them). It would be great if we could utilize ChiliPiper to "correct" these submissions after the fact, so that ChiliPiper does not error out when trying to create the event.
1 vote -
2 votes
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Show date and time booked in instant booker final screen once booked
Request the confirmation screen after a booking is completed in Instant Booker to display the date/time and calendar the event was successfully booked into. In our previous tool, the ICs would keep the booking confirmation screen tab to easily open to copy and paste the next scheduled event into in their follow up email to customers. Current workaround is writing it down before finalizing booking elsewhere or locating it in SFDC after the fact. Open to hearing other ideas to accomplish the IC's goal in the meantime :)
2 votes -
Prevent over booking of Meeting Buffers for Instant Booker
It's currently not possible to hard-lock meeting buffers for Instant Booker when SDR's are booking for AE's, allowing Instant Booker-created meeting buffers to be overridden. The option to "hard-lock" these buffers and prevent overriding buffers would mean a better prep and clean-up time pre and post meetings.
2 votes -
Prevent bookers from changing the meeting type in Instant Booker
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.
2 votes -
Have a block on the instant booker to not be able to book an appointment at more than X days
Have a block on the instant booker to not be able to book an appointment at more than X days
1 vote
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