64 results found
-
SMS Confirmations
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.
2 votes -
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 -
No Show Meeting Follow Ups
Add a reminder feature for post a meeting where if the meeting is marked as No Show, the guest receives a an email to reschedule.
4 votes -
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 -
Users Weighted within Meeting Types
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
1 vote -
Prevent meeting bookings outside Working Hours by Route in Handoff
It would be nice to toggle on/off on a queue by queue basis for these handoff routers that funnel to queues. Some teams are hoping for more control of their teams' schedules.
2 votes -
Prospect auto accepts rescheduled meetings
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.
2 votes -
Tentative Outlook prioritization
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.
4 votes -
Allow custom limit for multiple bookings
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 -
Don't Schedule Before A Specific Date
Add a setting to the Instant Booker to prevent the call from being booked before a specific date. This would allow more important calls to be booked first and less important calls that you designate to be scheduled after a specific date.
17 votes -
Allow users to book meetings for reps that are set as OFF on Instant Booker
Currently, it's not possible to book meetings for someone that has a day off the next day (or more days) due to the Booking Span if the queue is Round Robin with the make it strict option enabled, would be good if we had an option to not block the calendar of the rep for when the person is back.
Example - I'm off tomorrow and IB shows me as OFF, and with the make it strict, it will not consider me as next in queue, so bookers are not able to assign meetings to me for next week.
4 votes -
Option to Cluster Calls
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.1 vote -
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 -
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 -
Show lead's time zone in ChiliCal email
Show lead's time zone in Instant booker email to internal sales rep
7 votes -
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.
9 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 -
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
- Don't see your idea?