59 results found
-
Rolling Calendar Block
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 -
1 vote
-
Auto- Optional for booker rather than Auto-decline
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
1 vote -
Allow booker to edit the details of the scheduled event, but not be included on the invitation
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.
1 vote -
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 -
Reschedule Should NOT Count For Booking Limits
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 -
Update route order in Handoff Scheduler
It would be great for the queue order to update based on who is up next for a meeting. The idea would be that the person up next is at the top of the queue in instant booker then the order changes based on the current level and goes top-down. This is helpful when there are a lot of users in the queue and the booker often needs to skip people based on availability. The person at the top may be selected more often. Currently, if you move to the person under the stared up next user this could have…
6 votes -
Better Visual Differentiation between AM and PM
On the screen where users select the time they want, it would be incredibly beneficial to have additional ways of indicating AM/PM since we have seen many users around the globe who often miss the AM/PM designation. One option would be to configure the page to show times in the 24 hour clock format instead of the 12 hour. Other things you could do if showing the times in the 12 hour clock format are add morning and evening icons to the tiles and/or differentiate AM/PM tiles by giving them different background colors.
1 vote -
Reassign information posted to contact/lead in SFDC
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.
1 vote -
Show lead's time zone in instant booker email
Show lead's time zone in Instant booker email to internal sales rep
4 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 -
Multiple queues linked to one meeting type
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.
1 vote -
Translate day and date in other languages
Fully translate all elements of a booking page when utilizing a different language, include the day and date.
1 vote -
Ability to "correct" erroneous email submissions
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.
1 vote -
2 votes
-
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 -
Have a block on the instant booker to not be able to book an appointment at more than X days
Have a block on the instant booker to not be able to book an appointment at more than X days
1 vote -
Add more required fields in order to add someone to Salesforce via Instant Booker
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 -
Dynamic Variables for Event Names + Reminder Email Subject Lines
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
0 votes
- Don't see your idea?