84 results found
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Email Validator
Have an email validator tool built into concierge so if someone uses a invalid/spam email they do not have the option to book a meeting.
I use a couple right now that are super valuable:
https://mailtester.ninja/
millionverifier.comThey give 3 results:
1. Valid
2. Uncertain (if they have email security etc.)
3. InvalidThe “invalid” are always invalid, so it would be very valuable to have the option “If Invalid do not show calendar”.
Seems like we could just build our own and not have to use a 3rd party.
5 votes -
Booking Links
The UI screen of the booking links page is terrible - not only is there no search functionality to search for a specific user, the users aren't listed in alphabetical order. It is extremely time-consuming to use this feature when you need to search through hundreds of names. Please bring this page up to date with the rest of the platform.
2 votes -
Ability to transfer existing meetings to a new booker
Our Chili Piper admin left the company so I had to reconnect the HubSpot integration under my name instead. I also updated all of the booker settings so that meetings would be booked by me going forward. But, that doesn't change all of the existing meetings that were already booked. When that person left the company, we had over 30 meetings that could not be rescheduled using the reschedule link because the booker no longer existed (their calendar was disconnected). There's no way to transfer those meetings over to another booker so we have to manually reschedule meetings. Sales has…
1 vote -
Allow for me to customize what time zones I can select from.
When changing the timezone (in the Americas), there are too many to scroll through. I wish I could deselect and remove some from view that I never use.
1 vote -
Listed organizer on confirmed meetings
When using the Reassign function(SDR holds handoff, AE holds IB) - remove SDR as organizer of calendar event & make AE organizer of both calendar event and zoom link so that the SDR does not appear on the confirmed meeting.
2 votes -
Create webinar events
Provide a workflow so that it's possible to use Chili Piper to book webinars where multiple different customers are attending the same meeting, at the same time.
30 votes -
Guest Attended Toggle - Change to checkbox/dropdown
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.
1 vote -
Meeting buffers without a calendar event created
Other calendar tools have the ability to put buffer time around meetings so they can't be booked right next to each other, but without creating an event in the calendar. My reps have reminders for meetings, but they're getting reminders for buffers which isn't needed.
4 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 -
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 -
Trigger an Email When Meeting Booked
Currently, the "Reminder" feature can only be triggered based on an amount of time before a meeting. What if a customized email could be triggered based on a meeting being booked?
Use case: A prospect sends an SDR an email with interest to meet but the prospect doesn't provide availability. The SDR finds a time using Chili and books the meeting, which sends a calendar invite with a subject line of Placeholder. Then an email is automatically triggered upon booking that dynamically pulls in the AE's information and the prospect's info, along with messaging introducing the AE and confirming if…
7 votes -
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 -
30 Day Calendar View
Problem:
Currently, users/bookers are only able to view 7-days at a time, and in order to look at dates in the future, it requires too many clicks.
- i.e. if I want to book an event 3 weeks away, I'd have to click the "next arrow" 3 times and then find the date I needSolution:
Give users/bookers a rolling 30-day view of the calendar so they can easily click what day they want in that view.
- i.e. If today is April 13, and I want to book April 30, all I need to do is click on the…3 votes -
Ability to respect minimum scheduling in scheduling window
Want ability to prevent bookers from booking a meeting at a time outside of the minimum scheduling notice per meeting type!
34 votes -
One-Time Use Booking Link for Meeting Queues
I want to be able to generate a one-time use booking link for meeting queues so that we can leverage the group/round-robin scheduling while still limiting customers to one meeting booked per link.
2 votes -
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 -
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.
1 vote -
Localize the meeting confirmation screen after personal Gmails have been used
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.
1 vote -
Block calendar within chilipiper without blocking personal calendar
I'd like to block a date within chilipiper and NOT my personal calendar. At the moment, I have days that need to be blocked after a certain number of customer appointments and I need to leave my personal calendar open to allow time for internal meetings.
current process is to create a custom calendar per day to block it off but it is not user friendly. It would be better to have a calendar in chilipiper to block off there and not affect my personal calendar. 10to8 has this option.2 votes
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