84 results found
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30 Day Calendar View
Problem:
Currently, users/bookers are only able to view 7-days at a time, and in order to look at dates in the future, it requires too many clicks.
- i.e. if I want to book an event 3 weeks away, I'd have to click the "next arrow" 3 times and then find the date I needSolution:
Give users/bookers a rolling 30-day view of the calendar so they can easily click what day they want in that view.
- i.e. If today is April 13, and I want to book April 30, all I need to do is click on the…3 votes -
Option to Cluster Calls
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.1 vote -
Meeting buffers without a calendar event created
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 -
Make the timezone change dropdown arrow more prominent
Prospects didn't realise they could change to their own timezone -- can we make this button clearer?
1 vote -
No Show Meeting Follow Ups
Add a reminder feature for post a meeting where if the meeting is marked as No Show, the guest receives a an email to reschedule.
2 votes -
Make it possible to add an external label to meeting types
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 -
Set Preferred times
Allow users to specify their preferred times for meeting with external clients. This would be a global preference for time-frame (8am-10am), and then for each meeting type, if that time is available, put "Preferred" next to it. I have a screenshot from another booking service if that helps.
1 vote -
Tentative Outlook prioritization
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.
3 votes -
Prevent Buffers from Over Booking
can we have a setting or toggle to prevent buffers from being booked over busy slots when the extension setting is set to Don’t allow Bookers to book over busy slots
1 vote -
time and time zone in the subject line
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 -
Auto- Optional for booker rather than Auto-decline
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
1 vote -
Allow booker to edit the details of the scheduled event, but not be included on the invitation
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 -
Placeholder Calendars in Handoff
Have the ability to add a placeholder calendar to a queue so that meetings can be booked with a defined number of reps per timeslot and then distributed to the proper reps at a later time. This was a part of the Events product.
1 vote -
Book through Outreach Everywhere inside of Salesforce
Enable reps to use the Chrome extension overlay on Outreach Everywhere inside of Salesforce.
3 votesOur support team is working with Outreach to understand if this is possible
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Make time options go vertically first and then horizontally
When a prospect goes to book a meeting and they're brought to the calendar page, it would be nice to make the time options go vertically first and then horizontally. As humans, we're conditioned to view columns before rows when we look at data.
1 vote -
Trigger an Email When Meeting Booked
Currently, the "Reminder" feature can only be triggered based on an amount of time before a meeting. What if a customized email could be triggered based on a meeting being booked?
Use case: A prospect sends an SDR an email with interest to meet but the prospect doesn't provide availability. The SDR finds a time using Chili and books the meeting, which sends a calendar invite with a subject line of Placeholder. Then an email is automatically triggered upon booking that dynamically pulls in the AE's information and the prospect's info, along with messaging introducing the AE and confirming if…
7 votes -
Allow users to book meetings for reps that are set as OFF on Instant Booker
Currently, it's not possible to book meetings for someone that has a day off the next day (or more days) due to the Booking Span if the queue is Round Robin with the make it strict option enabled, would be good if we had an option to not block the calendar of the rep for when the person is back.
Example - I'm off tomorrow and IB shows me as OFF, and with the make it strict, it will not consider me as next in queue, so bookers are not able to assign meetings to me for next week.
4 votes -
Reassign information posted to contact/lead in SFDC
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 -
Rolling Calendar Block
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 -
Reschedule Should NOT Count For Booking Limits
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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