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Calendar Booker

Calendar Booker

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  1. 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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  2. 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

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  3. 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

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  4. Right now, there is no option to create an external label for meeting types - they automatically use the internal name.

    This is difficult to manage: I want to be able to easily keep track of which meeting is which internally.

    At the same time, I don't want prospects to see "30 minute meeting - internal label" when they select a meeting type or in the booker URL.

    Therefore, it would be brilliant if meeting types could have a different internal name and external label.

    Thank you.

    2 votes

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  5. I'd like to mark calendar blocks in outlook as tentative for heads down work (a MS viva best practice... and generally a good action). This way internal colleagues know I'm working and can try to accommodate

    BUT... I'd like external clients (who I prioritize) to be able to book over my tentative blooks (obviously still not booking over 'booked' blocks) through chillipiper

    I wish Chilipiper could show tentative as available.... and in a perfect world, show them as a secondary choice after the primary options.

    2 votes

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  6. I'd like to insert a dynamic tag in the subject line of the invite - it just identifies the time and timezone. Those sales folks who are scheduling meetings in places outside their time zone, and the lead who may be traveling to a different time zone, it just reminds them, while the meeting is in their current timezone, once they are at the event, it will appear in the new timezone clearly.
    THis is mostly for tradeshow events.

    2 votes

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  7. 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

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  8. 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

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  9. Ability to create meeting type templates that can be used across multiple workspaces

    2 votes

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  10. 2 votes

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  11. 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

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  12. 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

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  13. 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

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  14. Account ownership based routing should be possible for new Leads and existing Leads. Right now it is only possible for new Leads.

    1 vote

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  15. Some customers may find it useful to having recurring time slots throughout the week for various prospects from different companies.

    1 vote

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  16. It would be so helpful to know who was rescheduling a call and the reason for the reschedule. Currently, there is no way of knowing who did the rescheduling or why. Attendees are only notified that the change was made.

    1 vote

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  17. 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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  18. 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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  19. 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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  20. 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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