59 results found
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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 -
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 -
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 -
Only show contacts reps have access to in scheduler
They have restricted access to certain contacts based on territories and others things to reps. They only want reps to see the contacts that they have access to in SF when suggested emails start coming up.
2 votes -
Admin ability to edit a meeting time zone
If there is a third party booking a meeting and the wrong time zone is selected, you need to cancel the meeting and rebook. There should be a feature where if the incorrect time zone is selected, you are able to edit instead of rebooking. If the original host is not available, it moves to someone else or doesn't allow you to rebook.
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 -
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 -
One-Time Use Booking Link for Meeting Queues
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 -
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 -
SMS Confirmations
Currently when a meeting is scheduled there is only a confirmation sent via email to the customer. It would be very useful to also be able to send an SMS confirmation with the time of the meeting right after booking, especially for clients booking in-person meetings.
2 votes -
Prospect auto accepts rescheduled meetings
Currently when prospects reschedule a meeting, the meeting is not accepted automatically unlike when they first book. This causes friction and confusion for the prospect and they often miss meetings or wonder when a meeting will be.
2 votes -
Allow custom limit for multiple bookings
Right now users can have a single (1) booking for a given time slot (ex: 11am) or multiple (8) bookings.
There is no option to edit/limit multiple bookings to more/less than 8.
Ex: I want to be able to just double (2) book a timeslot.
2 votes -
Rolling Calendar Block
Prevent meetings from being scheduled for “the morrow morning” if the client is selecting the meeting time in the evening (let’s say no later than 6pm) prior.
The minimum scheduling notice (MSN) is not sufficient for CP users who are meeting with people from distant time zones.
I am based on the east coast of the US. If I set my MSN to 4 hours, then someone in Europe (at 9am their time, 3 am my time) can schedule a meeting with me for 8am my time (2pm their time) while I'm still asleep. This is inconvenient.
If I increase…
2 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 -
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.
2 votes -
Show date and time booked in ChiliCal 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 -
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
1 vote -
Give us a general link
I like having my calendar link as a shortcut so I can click a couple keys and the link appears. I dont see a way to do this with Chili but when we used to use Outreach we could do this. That way I can drop my calendar link into things like Linkedin, Slack, Etc
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
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