9 results found
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Meeting Buffer Customization
Similar to how we let reps set their own working hours, can we allow for meeting buffers on personal settings. We would still set buffers on meeting types, but this would allow them to override to the amount of time, if any, that works best for each rep.
2 votes -
Allow for multiple Custom Meeting Locations
Ability for more than 1 Custom Meeting Location for ChiliCal/Handoff to be preset by the admin on the Meeting Type
2 votes -
Dynamically update field with Booker ID
We need the ability to dynamically update a custom field in HubSpot—let’s call it “Booker CP”—with the email or ID of the booker during the handoff process. Ideally, this could work using a tag like {!CP.Me.Email} or {!CP.Me.UserId} in an “Update Field” node for HubSpot customers.
This functionality is already supported in Distro, so we’re hoping it would be a relatively small lift to enable it in Concierge and Handoff as well.
Additionally, it would be beneficial to allow the booker to be applied dynamically in an “Update Field” node in Concierge too, whether the target is Salesforce or HubSpot.
2 votes -
'Holds' on internal calendar when sending Suggested Times
Ability to place 'holds' on a sender's calendar when they send suggested times. That way, the slots remain available for people to book rather than sharing suggested times, having the recipient click on one of them, and then it's no longer available.
1 vote -
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.
3 votes -
'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 -
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 -
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
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