84 results found
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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 -
Enhancement to the "Book Again" Feature to copy Meeting Details
Currently, the "Book Again" feature only adds the people in the meeting to the scheduler but does not copy over the meeting's details, such as the meeting subject.
As a result, the meeting subject defaults to the original meeting type instead of reflecting the details of the meeting being copied. This can cause confusion, especially when the meeting being duplicated has a different subject or meeting type from the default.
It would be helpful if the "Book Again" feature could retain the original meeting details to ensure consistency and avoid the need for manual updates.
1 vote -
Icons to show who is included in a group call
In the old UI, I used to be able to see an icon of all the team members who would be included in a group call, but I'm no longer about to do that in fire. It would be really helpful to see at a glance. For now, I am renaming my group calls to include the list of attendees.
1 vote -
Invite Additional Attendees from CRM in Search Function
I’d love the ability to search for existing contacts in our CRM directly within the Chili Piper ‘Invite a Guest’ field. This would eliminate the need to type out the full email or switch to my email client to copy and paste, streamlining the invitation process.
1 vote -
Add booking instructions as a subtext
Every time I send available times in an email, I'd have to let them know that all they have to do is click directly on one of the orange boxes.
It'd be great if this piece instruction was embedded as a subtext(similar to "view full Calendar Link")
1 vote -
Create Permanent Group Meetings at User Level (Multiple Availability)
I need to be able to configure predefined meetings that automatically include availability for multiple people within my organization. It seems like there are workarounds for this (https://help.chilipiper.com/hc/en-us/community/posts/20352008933779-Multiple-users-availability-in-Chili-Piper) but I am looking for the ability to set up meetings on the "Meeting Types" page that always have the same two people's availability included by default.
1 vote -
Ability to suggest / recommend timeslots
Visually distinguish dates/timeslots that we suggest / recommend to the customer
1 vote -
descriptions on meeting types for multi meeting / personal page
want ability to add description to meeting types (feature parity to multi meeting links in legacy) so that when customers are presented with multiple meeting type options, the chili user can add a description of what the meeting is to the options
1 vote -
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.
1 vote -
CP hosted page to select a type of meeting (support, commercial, etc) followed by who to book with (or RR) on the next page.
We'd like to extend the use of CP to our CS/Growth teams but only if we can give customers one landing page (instead of multiple links) that has all of the different call types available to them and then the option to choose who they book with or a round-robin if they don't mind. Similar to personal pages but for the entire post-sales teams.
1 vote -
1 vote
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1 vote
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Display picture of assignee when using ownership queues
Display picture of the specific assignee when using ownership queues!
1 vote -
1 vote
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Assign different colors for queues
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 -
Ability to transfer existing meetings to a new booker
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 -
Allow for me to customize what time zones I can select from.
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 -
Not cancel meetings when the calendar event is moved to archives in Outlook
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 -
Unique Reminder Cadence Only Sent For Attendees That Don't RSVP
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 -
Identify meetings rejected from prospects
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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