55 results found
-
Ability to respect minimum scheduling in scheduling window
Want ability to prevent bookers from booking a meeting at a time outside of the minimum scheduling notice per meeting type!
34 votes -
Create webinar events
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.
31 votes -
Don't Schedule Before A Specific Date
Add a setting to the Instant Booker to prevent the call from being booked before a specific date. This would allow more important calls to be booked first and less important calls that you designate to be scheduled after a specific date.
16 votes -
Ability to select a domain for invite to come from
We recently merged 3 companies under 1 domain. We would like the ability for our reps to be able to choose which email domain their invite comes from when inviting a prospect to a meeting.
8 votes -
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 -
Email Validator
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.comThey give 3 results:
1. Valid
2. Uncertain (if they have email security etc.)
3. InvalidThe “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.
5 votes -
Ability to edit or add new guest(s) to a Concierge booked meeting in the Dashboard
Guests often misspell their email address and we need to update it
4 votes -
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 -
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.
4 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 -
Show lead's time zone in instant booker email
Show lead's time zone in Instant booker email to internal sales rep
4 votes -
Disable multi-use links for end-users
Ability to have end-users to only be able to use single-use links. Could be a user control in ChiliCal
3 votes -
See everyone's working hours and availability in 1 view
Most importantly the ability to see everyone's availability/working hours in one view instead of clicking into each person one-by-one. Maybe a drop-down instead of clicking into each user and having to leave the page. Ultimately, a shared calendar view for admins to view everyone workings hours, etc.
3 votes -
Internal Notifications For Meetings Booked
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 -
3 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.
3 votes -
Only show contacts reps have access to in scheduler
They have restricted access to certain contacts based on territories and others things to reps. They only want reps to see the contacts that they have access to in SF when suggested emails start coming up.
2 votes -
Ability to track opens/clicks on meeting reminders
Currently, there is no analytics on the meeting reminders being sent and how the prospect is interacting with them. It is helpful to be able to audit if they are delivered, opened (or going to spam) etc. We often get feedback from prospects that they never received the reminder, there is no way for us to discern if this is an actual issue with the invite or if it is a issue on their end.
It would be extremely helpful to be able to see the activity on the reminders and the message that went out / what time.
2 votes -
Admin ability to edit a meeting time zone
If there is a third party booking a meeting and the wrong time zone is selected, you need to cancel the meeting and rebook. There should be a feature where if the incorrect time zone is selected, you are able to edit instead of rebooking. If the original host is not available, it moves to someone else or doesn't allow you to rebook.
2 votes -
Reminders to confirm meeting based on time since booking rather than time before meeting
Would like the ability to set reminders based on meeting not accepted within X time period since booking the meeting rather than days before the meeting. For example, if we send a meeting request to a recipient 15 days before the meeting we want the ability to remind them on day 14 that we haven't received their acceptance of the meeting. Right now we need to set a time before the meeting if not accepted which could lead to significant delay.
Also the ability to mark the person as accepted if they don't have a mail client that sends calendar…
2 votes
- Don't see your idea?