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Calendar Booker

Calendar Booker

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  1. When a CP event is being sent, this is automatically accepted in the reps calendar and the prospects.

    If the prospects later on rejects the meeting, there is no way to recognize this one as a canceled event unless the rep deletes the meeting from the calendar

    For data consistency, it would be nice to be able to recognize these meetings (prospect reject = True)

    1 vote

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  2. Meeting types have the users weighted where you can have multiple queues which will allow for all departments to use the queue. This way your demo won't be assigned to an SDR and your qualification call won't be assigned to an AE

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  3. The new messaging that appears if someone books a meeting using a personal Gmail address (“Do you see the invitation?“, “Thanks, I see it”, and “Add to Calendar”) only appears in English even if the remainder of the screen is in another language. Please localize this in line with the rest of the booking experience.

    1 vote

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  4. 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.

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  5. 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.

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  6. Provide suggestive booking times that prioritize "clustering" calls so that reps don't have big gaps in their call schedule.

    Example:

    • Charles likes to take 15-minute calls back to back. No buffer.
    • Tony books the first 15-minute call at 9:30am.
    • Bruce goes to book a call and instead of getting to pick from any 15-minute slot in the entire day, is first recommended to book a call at 9:45am or 10:00am. If neither of those times work, there is a “show more times” button to give Bruce all the options.

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  7. Even though the Asia/Singapore timezone does work for the Malaysian timezone, we'll prefer to have the MYT timezone added so it's easier for users to search for this.

    1 vote

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  8. Hi y'all!

    Problem: We don't work on weekends and the current availability options are only set to use "Days." This poses a problem on Fridays and cuts out 2 days from the selected time window.

    Solution: Allow for more customization with availability range. With the understanding that some companies leverage CP to book over the weekend, perhaps allow us to check the days of the week we'd like the availability to use? Or start with "Week Day" as phase 1 and move into the selector for phase 2.

    1 vote

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  9. 1 vote

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  10. Want ability for booker to be set as auto-optional rather than auto-decline. Use case is SDR's sending out campaigns in outreach using queue links and themselves as booker, when client books it looks rude for SDR to autodecline immediately when they've been having the communication with the prospect

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  11. 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

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  12. 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

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  13. 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

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  14. 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

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  15. Fully translate all elements of a booking page when utilizing a different language, include the day and date.

    1 vote

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  16. 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.

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  17. Have a block on the instant booker to not be able to book an appointment at more than X days

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  18. Several of my customer have validation criteria in Salesforce to create leads/contact, such as including company information. When adding a lead/contact via the Instant Booker tool reps can skip this validation because it just asks for name and email. It would be useful for customers to be able to customize the fields that need to be filled out before adding a record via Instant Booker.

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  19. Add dynamic variables to event name (ie booking person's company + my company as the event name) + allow dynamic variables in subject lines.

    This will make it more consistent and allow for better calendar invite names(to fit standard call name format) and the reminder emails will reflect the calendar invite names

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