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Calendar Booker

Calendar Booker

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  1. 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

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    2 comments  ·  General  ·  Admin →
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  2. 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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  3. 1 vote

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  4. 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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  5. 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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  6. When we open Instant Booker from the extension itself, even if we select a language that is not English, the text " Click here to book meeting" is always generated in English, so this feature request is to translate this when we have a different language.

    5 votes

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  7. When SDRs are scheduling meetings for AEs through CP Instant Booker, it would be beneficial to visually differentiate meetings for different products by color. This would help us balance AEs' calendars when booking meetings for various products.

    1 vote

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  8. The UI screen of the booking links page is terrible - not only is there no search functionality to search for a specific user, the users aren't listed in alphabetical order. It is extremely time-consuming to use this feature when you need to search through hundreds of names. Please bring this page up to date with the rest of the platform.

    2 votes

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  9. 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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  10. 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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  11. The ability for SDRs to send suggested times for all AEs in a specific queue.

    Essentially the same thing we have for inbound concierge but for outbound suggested times.

    4 votes

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  12. 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.com

    They give 3 results:
    1. Valid
    2. Uncertain (if they have email security etc.)
    3. Invalid

    The “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

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  13. 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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  14. When changing the timezone (in the Americas), there are too many to scroll through. I wish I could deselect and remove some from view that I never use.

    1 vote

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  15. 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

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  16. 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.

    28 votes

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  17. 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

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  18. Only display booking meeting types for users to be able to use and not all workspace meeting types which are used in inbound routers for other purposes.

    4 votes

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  19. 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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  20. 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

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