Creating Meeting Types
Meeting types act as your templates for the meeting invitations that are sent when a meeting is booked. You can customize the meeting title, details, length, and more! Once a meeting type is created, you can select it when scheduling through Instant Booker.
To create a new meeting type, click the cog in Instant Booker and then Meeting Types
Click View on the "My meeting" (this is the default meeting we made for you 😉) to customize it.
In addition to written text, you can utilize dynamic tags to personalize meeting invitations! These allow you to create customized messaging for whoever is receiving the invitation.
About dynamic tags:
Assignee = You unless you are booking a meeting on behalf of your teammate
Booker = You unless someone else is booking a meeting for you
Prospect = The external guest you're booking with
{!CP.Conference.Details} = This is your zoom/conference link you gave us when signing up or you added under your Personal Details
{!Assignee.Zoom} = This will generate a unique zoom link for each meeting using your integration with Zoom. This is the same for the other conference integrations like GoToMeetings and Webex
{!Meeting.RescheduleURL} = Extremely helpful to allow someone to reschedule the meeting on their own preventing any back and forth and minimizing no-shows
Now add some meeting buffers to block your calendar off to save time for prep work or prevent running late to another meeting when this one runs long.
Creating Reminders
You can remind your guests ahead of a meeting via email or text to maximize your show rates. Once you set up a reminder, it can be applied to any meeting types.
Find the Reminders tab on the left navigation right below Meeting Types:
Let's start with an email reminder.
- Give it a name (only you will see this, not your guest)
- Select which Meeting Types you want to apply it to
- Configure the Title of the Email (aka Subject Line) and Body using dynamic tags and text just like you did to create your Meeting Types
- Set when you want to send it - We see the most success with 1-minute and 1-hour reminders
- Scroll to the bottom and click Create 🎊
If you want to set up text reminders, you'll need to set up a text message software like Twilio - see more on that in the next guide, "Use Chili Piper With Your Team"
Using New Meeting Types
When you suggest times or book through Instant Booker, you can select your meeting types from the menu to auto-populate the meeting invitation.
Creating Your Personal Page
Your Personal Page is a one-stop-shop for...well...you! You can add a profile picture, social pages, testimonials, customize the colors, and more! Even better - put multiple meeting types on your personal page so bookers can select the right meeting type with you. Your personal page link is the BEST to include in your email signature or to give to prospects/clients to have on hand to book anytime with you.
🥳 Congratulations, You are Now a Wiz at Instant Booker! 🌶
Here are some extra nuggets of knowledge
Book Follow-Up Meetings or Mark No-Shows from Google Calendar
Keep track of who stands you up by using the toggle "Guest attended/No show" in Google Calendar. You can also quickly book a follow-up meeting on the fly with the same people on your meeting by clicking "Book Again".
Note: These buttons only appear when editing the event. It will not appear in the quick-view when single-clicking the event on your calendar. Open the invite fully to see this option.
Other Places to Open Instant Booker
You can find Chili Piper wherever your work flow takes you! See where to find Chili Piper in the software below:
Next: Use Chili Piper With Your Team
- Book on behalf of teammates
- Automatically create and update leads in Salesforce
- Standardize meetings across your sales cycle