17 results found
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Ability to respect minimum scheduling window in IB
Want ability to prevent bookers from booking a meeting at a time outside of the minimum scheduling notice per meeting type!
29 votes -
Allow users to book over internal meetings with Instant Booker
I'd like to submit product feedback for a setting in which a user can choose to select any time on their calendar (regardless of "Free" / "Busy"). Going into the calendar for every meeting and marking as "Free" is a bit manual/clunky, especially if we are suggesting multiple time options. The use case for me is I'm an Account Executive and I'm willing to push internal meetings for prospect / customer calls if they choose a time where I have an internal meeting already. As a user selecting suggested times, I won't be selecting times for internal meetings that I…
24 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.
16 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.
8 votes -
Update queue order in Instant Booker
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 -
Show lead's time zone in instant booker email
Show lead's time zone in Instant booker email to internal sales rep
4 votes -
Show queue meeting levels in Instant Booker
Currently, when booking via a queue in Instant Booker, a star indicates the rep who is 'next up,' but there's no way to know who has the next least meetings, or the 3rd least meetings. Clicking availability for all will allow an SDR to find a time that works for the prospect, but it would be helpful to know the meeting level of all reps in Instant Booker so that if the starred rep isn't available, we can check the calendar for the next starred rep specifically, instead of all reps in the queue. Sometimes even distribution of meetings is…
4 votes -
Timezone default for instant booker
For reps that only work in 1 timezone, needing to manually change it each time to suggest / insert available meeting times is pretty cumbersome.
3 votes -
Lock down how far out we can schedule
When someone is using the chilipiper extension or instant booker, be able to lock down how far out the reps can schedule a meeting. If we change the meeting type to schedule only within the next 3 days, only allow them to schedule within that timeframe not out further.
3 votes -
2 votes
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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 -
Prevent over booking of Meeting Buffers for Instant Booker
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 -
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.
2 votes -
Updating free space on calendar
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 -
Instant Booker - Time Grid Increments
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 -
Ability for Chili to live update instant booker calendar as I update in GCal
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 -
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
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