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  1. In the Reports tab we can hover over a person's name to see a black box with the data points on them. That box can be a little wonky to load and view on my browser where I don't see all the data. I'd love for this to be a clickable page or something that is bit more user friendly to audit the data points.

    3 votes

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    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  2. We've had a couple instances where we have users report that our clients are booked in incorrect timezones. For instance; It should be 2pm Eastern time, but it shows 1pm Eastern time because the incorrect Eastern Timezone was selected (the one that does not observe Daylight Savings) but we have no way of confirming it. Please add this as a field we can see when looking at the event in Dashboard/Admin Panel.

    2 votes

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    Idea  ·  1 comment  ·  Dashboard  ·  Admin →
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  3. A prospect that books a meeting and enters a fake / incorrect email won't receive the meeting information therefore won't show up. Once a meeting invite bounces, this should in turn mark the meeting as cancelled and not count against the fairness of meetings distribution (if using round robin).

    2 votes

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    Idea  ·  0 comments  ·  Fairness  ·  Admin →
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  4. Track which meetings were booked via Instant Booker vs. Concierge/meeting link. Offer Reports to show this data and the % of meetings booked using each method. Offer the ability to sync this data to Salesforce Events.

    2 votes

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    Idea  ·  0 comments  ·  General  ·  Admin →
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  5. Ever since adding Chilipiper in-app, we get a ton of "non-connected Prospects" that show up under prospect history, and it is making that entire feature a lot less usable. We want to see all connected meetings there.

    1 vote

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    Idea  ·  0 comments  ·  General  ·  Admin →
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  6. Currently, if you download booking data as a csv, the Presented Options just say "Calendar", instead of "Calendar" and "Live Video", for example

    1 vote

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    Idea  ·  0 comments  ·  Exports  ·  Admin →
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  7. The queue history currently only show the assignee name, company's name, booker name and who is next in queue. We would like to the exact details of the booked session (date and time, and name of the prospect) can this also be shown on the queue's history. Or perhaps a listing of the upcoming bookings something like an individual's dashboard.

    1 vote

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    Idea  ·  0 comments  ·  General  ·  Admin →
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  8. Kim from Avalara has suspicions that some of her reps are not being honest and are changing the queue that comes up when Instant Booker loads in order to stack leads to different reps.She has requested some kind of ability to track which queue the prospect routed to first either in logging or as a custom field so that she can report on whether the queue was changed by the rep.Another point that came up in conversation was the ability to set a "Strict workspace" ie: disallow the reps the ability from choosing another queue from the dropdown even if…

    1 vote

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    Idea  ·  0 comments  ·  Routing  ·  Admin →
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  9. Ability to set the percentage for vacation calibration. For example that rep won't get the same amount of meetings after she/he is back from vacation like the other reps, but maybe 50% of them. So of colleagues have 10 meetings, the rep after vacation will get 5 extra to catch up a bit.

    1 vote

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    Idea  ·  0 comments  ·  Fairness  ·  Admin →
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