31 results found
-
Priority Booking in Handoff
When scheduling on behalf of someone else, the ability to send suggested times and/or links that allow the prospect to book over certain 'busy' blocks on the calendar (like prospecting or other non-meeting activities). Similar to priorirty scheduling with a RR link, but making that functionality possible in Handoff scheduler
2 votes -
toggle weekends when using day's in advance setting
Please add a toggle to exclude weekends from the "Days in advance" setting. The customer wants to test offering meetings within the next 3 days to boost booking rates, but can’t run the test reliably because they must switch between 3 days during the week and 4 days for weekends.
2 votes -
Add "See prospect in CRM/calendar" buttons to Concierge Live Slack notifications
Add "See prospect in CRM" and "See calendar event" for Slack notifications from live calls initiated via Concierge Live. This would enable reps to quickly check more details about the prospect while they pick up the call.
2 votes -
add the source in the email notification to the rep when a meeting is scheduled through Concierge
When customers receive meetings through Concierge it can come from different URLs on the website,
When reps receive the notification when a meeting is scheduled they have only form fills - no clue if this came from product A page or product B
Can we add the source in that email notification, or any variable that we can passover to that email notification so we can let the rep know about the context or any other info that could be usefup for him to know?
4 votes -
Meeting limit applied to the Meeting type not the distribution
We would like to have the ability to limit the number of meeting per meeting type and not associated to the users in a distribution.
3 votes -
Make additional participant a Host
Right now, only the Booker or Assignee can be a Host. Please add the ability to make additional participants a Host.
1 vote -
'manual email introduction' feature in Handoff
JD wanted a 'manual email introduction' feature in Chili Piper that would:
Assign a prospect to the appropriate Account Executive (AE)
Send an email introduction to the AE and give them credit for a meeting just like if a meeting was booked
Allow the AE to take over the conversation with the prospect, even if a meeting is not immediately booked
2 votes -
ChiliCal Meeting Type Sharing in Scheduler
Please make it so we can share meeting types with teams the same way we share Schedule Links.
Can we prevent end users from seeing all workspace meeting types in ChiliCal?
This is critical so that we don't have to be restrictive in our meeting types we create and ensure each team is using the correct meeting types.5 votes -
data consistency with rescheduling
When rescheduling an event, all personalized data for the call is erased and the call data goes back to it's standard messaging. I would love for rescheduling through Chili Piper to not overwrite what has been manually added or changed on the event through Google Calendar.
1 vote -
wait list
Including a waitlist feature, we have some teams that are using Chili Piper and have very busy calendars. There are times where a prospect might want a meeting time earlier than what is currently listed as available so it'd be nice if there was a way to have some sort of waitlist notification for certain times or days for availability to open up in case of any cancellations or other meeting slot openings
1 vote -
Required Fields for Booker when Scheduling ("Edit Fields")
Sometimes there are pieces of information that admins want to require the Booker to fill out before scheduling a call. This is to ensure the calendar invites have the necessary information and the Booker has done their needed homework. This would be information that wouldn't/couldn't be pulled from Salesforce using a normal dynamic tag.
9 votes -
Show Google / Teams instead of "Host default"
Currently when the default is selected as Google Meet or Teams, the guest form shows the option as "Use Host Default Scheduling". This isn't clear what that scheduling option is or even what it really signifies.
Instead, it should be more clear either what the default is, or be worded to say something along the lines of "Host will specify conference location" , etc... make it clear what this option is.
2 votes -
Suggested Times Link with Restricted Availability
Calendly has a feature where you can suggest times to customers in link for, but the link will only show those suggested times and not any other availability. In Chili Piper currently, you can suggest specific times via email and remove the "View Full Calendar" link by hand, but if they select a time that is no longer available they will be able to see the rep's full calendar and select a new time.
2 votes -
CP meeting forward notifications
If someone is added to the meeting, it would be great if the host would get a notification regarding the addition and be able to see them on the calendar invite.
1 vote -
Share Group Link to a user(s) vs workspace/team
Group Link: Use case is a SDR wants to provide a booking link that looks at the SDR and their AE's calendar for open slots.
1) Allow users to create Group Links vs just admins or build into the role permissions
2) Allow to share the Group Link to an individual user or users. Right now it has to be shared to the Workspace or a Team. In the use case above, the Group Link is shared to the entire SDR team. The entire SDR team now sees all the Group Link booking links when they only need their own.…1 vote -
Host Booking Limit - 2 additions
I would like to see the option of setting a limit on an hourly basis sometimes people use concierge at events and take 15 minute meetings. They may want only 3 meetings per hour but it's not possible right now.
It would be helpful to have multiple host booking limits.
i.e. on the same link have a per day AND per week limit.
Some customers, for example want their users to have 5 total meetings per week but not 5 meetings in a given day. Right now if you cap at 5 meetings per week, it's possible to get 5…
1 vote -
Enhancement to the "Book Again" Feature to copy Meeting Details
Currently, the "Book Again" feature only adds the people in the meeting to the scheduler but does not copy over the meeting's details, such as the meeting subject.
As a result, the meeting subject defaults to the original meeting type instead of reflecting the details of the meeting being copied. This can cause confusion, especially when the meeting being duplicated has a different subject or meeting type from the default.
It would be helpful if the "Book Again" feature could retain the original meeting details to ensure consistency and avoid the need for manual updates.
5 votes -
Ability to add hyperlinks to meeting descriptions
Currently can't find a way to add a hyperlink to an external resource in the meeting description. For example, adding a link to an article or blog post or report that is related to the meeting type. Right now, we have to share the full, long link and can't hyper link it in the text of the meeting description, which looks bad/messy.
We also need the ability to easily use bolding, italics, bulleted lists, numbers, etc. when writing the meeting descriptions. This part of Chili Piper in it's current state is pretty basic and this is where GCal has Chili…
10 votes -
Collecting CC info before a meeting
Some customers have coaching or advisor type sessions and they thought it would be valuable to collect CC info before the call. This helps ensure clients show up and their time is not wasted.
4 votes -
In Person Events
In-Person Events
18 votes
- Don't see your idea?