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Calendar Booker

Calendar Booker

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  1. 2 votes

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  2. It would be useful for us and customers to be able to use the chrome extension to insert Suggested Times when replying to customers via Zendesk.

    3 votes

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    Idea  ·  0 comments  ·  Chrome Extension  ·  Admin →
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  3. It would be great to be able to see a single day view when trying to book with multiple reps. This can make it easier to work with reps who have jam packed schedules.

    3 votes

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    Idea  ·  0 comments  ·  UX Improvements  ·  Admin →
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  4. Allow individual contributors in 1 workspace to be able to select the duplicate SFDC contact record so that the IC is able to properly assign the meeting to the correct contact and account in our SFDC environment.

    Currently this is only a feature that happens if a user is in multiple workspaces!

    1 vote

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  5. 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

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    0 comments  ·  General  ·  Admin →
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  6. Right now Instant Booker shows a red X if one or more guests are not in Salesforce. Sometimes my reps forget to click on it and relate these new prospects to the right account. When they ultimately book a meeting with this person who isn't in Salesforce, it wrecks havoc on downstream automations.I'd love to be able to globally block reps from being able to proceed until 100% of guests are in Salesforce as contacts related to an account (other companies might prefer leads so the requirements should be configurable)

    2 votes

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    Idea  ·  0 comments  ·  Intermediary Screen  ·  Admin →
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  7. 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

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    Idea  ·  0 comments  ·  General  ·  Admin →
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  8. in addition to being able to add a guest to sf as well as include them on the invite or not on the IB middle screen, i'd love to be able to select those who should be optional on the invite as well. That way almost all guest actions would be possible from one screen without me needing to do guest management in 2 places

    1 vote

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    Idea  ·  0 comments  ·  Intermediary Screen  ·  Admin →
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