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Calendar Booker

Calendar Booker

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  1. 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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  2. 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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  3. Have a block on the instant booker to not be able to book an appointment at more than X days

    1 vote

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  4. Hey guys! I was wondering if there is a way to change on the fly what is available to book a call when using the "Suggest Time" feature through Gmail? Currently, the only thing I can do is go back to my calendar, make the update, hit refresh and start the whole process from scratch. Thanks!

    1 vote

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  5. We use 45 minutes for our meeting durations which makes the time grid increments in Instant Booker display by the half hour.If I select 60 minutes for a meeting duration, the time grid increments display by the hour which is the visual preferred by our reps.We would like a setting to adjust how time grid increments are displayed in Instant Booker.

    1 vote

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  6. When I'm updating my calendar in GCal to free up a time slot in Chili, I'd like it to be reflected live, instead of having to close the instant booker and open it again. Or, even better, a 2-way integration so that I could remove something from my cal directly from Chili.

    1 vote

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  7. Several of my customer have validation criteria in Salesforce to create leads/contact, such as including company information. When adding a lead/contact via the Instant Booker tool reps can skip this validation because it just asks for name and email. It would be useful for customers to be able to customize the fields that need to be filled out before adding a record via Instant Booker.

    1 vote

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  8. Add dynamic variables to event name (ie booking person's company + my company as the event name) + allow dynamic variables in subject lines.

    This will make it more consistent and allow for better calendar invite names(to fit standard call name format) and the reminder emails will reflect the calendar invite names

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