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Calendar Booker

Calendar Booker

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  1. 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

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  2. The guest attended button (that tracks no shows) does track completed calls if you toggle off and then on again. But, that's not clear in documentation and since the button is automatically toggled to attended, you would assume that the meeting status has been tracked as completed already. Since the button basically does 3 things (scheduled, no show, completed), it would be more helpful to have an option that supports that. A checkbox, dropdown, etc. We desperately need the completed status for accurate reporting, right now all of our completed calls are stuck in scheduled.

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  3. 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.

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  4. Currently when a meeting is scheduled there is only a confirmation sent via email to the customer. It would be very useful to also be able to send an SMS confirmation with the time of the meeting right after booking, especially for clients booking in-person meetings.

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  5. Currently when prospects reschedule a meeting, the meeting is not accepted automatically unlike when they first book. This causes friction and confusion for the prospect and they often miss meetings or wonder when a meeting will be.

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  6. Create a mobile app for the Chrome Extension so Reps can schedule on-the-go

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  7. 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.

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  8. Prospects didn't realise they could change to their own timezone -- can we make this button clearer?

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  9. 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.

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  10. 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

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  11. 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

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  12. 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.

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  13. 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.

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  14. 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.

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  15. 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.

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  16. See existence of dynamic tags in Suggest Times rather than current blank space for prospects not in a CRM.

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  17. It would be great to be able to connect multiple meeting queues to a meeting type. The example use-case is that I want to send an invite out for a meeting that goes to a global audience, but depending on where they are located, I want to let them choose if they want to pick a time for a EMEA timezone friendly call (so this link would go to the EMEA team's link) or APAC or North America.

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  18. Allow individual contributors in 1 workspace to be able to select the duplicate SFDC contact record so that the IC is able to properly assign the meeting to the correct contact and account in our SFDC environment.

    Currently this is only a feature that happens if a user is in multiple workspaces!

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  19. We've been running into an issue where certain prospects are submitting their email address with a "+" at the end (i.e. johndoe@gmail.com+), causing errors with Salesforce event creation (as SFDC does not allow incorrect email addresses and automatically corrects them). It would be great if we could utilize ChiliPiper to "correct" these submissions after the fact, so that ChiliPiper does not error out when trying to create the event.

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  20. Have a block on the instant booker to not be able to book an appointment at more than X days

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