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Calendar Booker

Calendar Booker

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  1. 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

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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. 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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  4. 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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  5. 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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  6. 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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  7. 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

    0 votes

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  8. 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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  9. 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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  10. 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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  11. 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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  12. Currently Chilipiper supports sending unique reminders to attendees if they do not RSVP for their scheduled meeting, but it does not include branching logic that ensures the attendees will only recieve one type of reminder. As a result, if an attendee does not RSVP for their meeting, they can receive the general reminder messages AND reminder messages unique to those that don't RSVP. There would be benefit to providing branching logic to allow users to control that.

    1 vote

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  13. 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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  14. 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

    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. 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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  17. 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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  18. 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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  19. 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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  20. 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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