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Calendar Booker

Calendar Booker

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  1. Right now users can have a single (1) booking for a given time slot (ex: 11am) or multiple (8) bookings.

    There is no option to edit/limit multiple bookings to more/less than 8.

    Ex: I want to be able to just double (2) book a timeslot.

    2 votes

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  2. When someone books a time with you, the email summary you receive that contain custom form fields do not include line breaks so I am reading separate form field data in one long string.

    2 votes

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  3. 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

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    1 comment  ·  General  ·  Admin →
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  4. 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.

    2 votes

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  5. 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

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  6. I know that "free" meetings (image below) dont show up on the calendar but we're curious if that's an option we could turn on if we wanted. alternatively is it possible for that to be controlled on the AE rep level? Or have it to show up slightly differently on the calendar than busy meetings so the SDRs can see when it's a free meeting and they could ask the reps if they can book over etc.

    thanks!

    2 votes

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  7. 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

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  8. 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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  9. Ability to create meeting type templates that can be used across multiple workspaces

    2 votes

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  10. 2 votes

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  11. I'd love to have my prospects view their availability right next to my suggested times as you see here with Calendly.

    2 votes

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    Idea  ·  0 comments  ·  Chrome Extension  ·  Admin →
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  12. I have my instant booker link keyed to a hotkey already by using the tool "textexpander." But it seems like building that functionality into the app might be nice.

    2 votes

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  13. 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

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    Idea  ·  0 comments  ·  Intermediary Screen  ·  Admin →
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  14. 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

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  15. 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

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  16. 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

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  17. Display picture of the specific assignee when using ownership queues!

    1 vote

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    0 comments  ·  UX Improvements  ·  Admin →
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  18. 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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  19. 1 vote

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  20. 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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