35 results found
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2 votes
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My avail. next to suggested times
I'd love to have my prospects view their availability right next to my suggested times as you see here with Calendly.
2 votes -
Block instant booker when contacts are not in Salesforce
Right now Instant Booker shows a red X if one or more guests are not in Salesforce. Sometimes my reps forget to click on it and relate these new prospects to the right account. When they ultimately book a meeting with this person who isn't in Salesforce, it wrecks havoc on downstream automations.I'd love to be able to globally block reps from being able to proceed until 100% of guests are in Salesforce as contacts related to an account (other companies might prefer leads so the requirements should be configurable)
2 votes -
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 -
LinkedIn Links on Events Prospects Book
It would be awesome to have hyperlinks to a prospect's personal and company Linkedin Accounts.If these can show up on the calendar invite, that would be dope!I have meetings that new inbound prospects book with me and so do my AE's, this'll help us quickly do research on them when they show up on your cal
1 vote -
A button in Google Calendar UI that allows you to disable reminders for a specific meeting until it reschedules
Sometimes a prospect will ask to reschedule a meeting, you'll share the reschedule link, but they don't select a new time before the meeting was originally scheduled to start. In that case, reminders for the meeting about to start are still going out, even though you're discussing rescheduling over email. Would be nice to disable all reminders for that meeting until it has been rescheduled.
1 vote -
Updating free space on calendar
Hey guys! I was wondering if there is a way to change on the fly what is available to book a call when using the "Suggest Time" feature through Gmail? Currently, the only thing I can do is go back to my calendar, make the update, hit refresh and start the whole process from scratch. Thanks!
1 vote -
Instant Booker - Time Grid Increments
We use 45 minutes for our meeting durations which makes the time grid increments in Instant Booker display by the half hour.If I select 60 minutes for a meeting duration, the time grid increments display by the hour which is the visual preferred by our reps.We would like a setting to adjust how time grid increments are displayed in Instant Booker.
1 vote -
Ability for Chili to live update instant booker calendar as I update in GCal
When I'm updating my calendar in GCal to free up a time slot in Chili, I'd like it to be reflected live, instead of having to close the instant booker and open it again. Or, even better, a 2-way integration so that I could remove something from my cal directly from Chili.
1 vote -
Make additional guests optional from the IB middle screen
in addition to being able to add a guest to sf as well as include them on the invite or not on the IB middle screen, i'd love to be able to select those who should be optional on the invite as well. That way almost all guest actions would be possible from one screen without me needing to do guest management in 2 places
1 vote -
Add Quick link to Admin Center in Chrome Extension
There are some great "quick links" in the settings tab of the Chrome Extension but I think there's one missing. Could we add a link to "admin center" and have that show conditionally based on the type of license the logged-in user has?
1 vote -
Use Instant Booker from Salesforce Opportunity Contact Role Lists
It would be useful for customers to be able to book meetings from the Contact Role list in Opportunities. It would save them a click from having to open up the Contact record to then book a meeting.
1 vote -
Add more required fields in order to add someone to Salesforce via Instant Booker
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.
1 vote
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