Welcome to ChiliCal!
ChiliCal makes scheduling easy and accurate for revenue teams who want qualified meetings and have no time to waste.
In this article, we will take you through the very first steps to set up your account and get ready to start booking meetings.
Table of Contents
- Initial login
- Download the Extension
- Connect your Personal Integrations
- Configure your Working Hours and Availability Schedules
- Update your Personal Settings
- Configure your Assets
- Book Meetings
- Manage your Meetings
- Create Scheduling Links for your Team Members
- Set your Workspace’s CRM Actions
- Define your User Controls Settings
- Track your Campaigns with UTMs and Smart Parameters
1 - Initial login
If you are not a Chili Piper Admin, log in with this link. If you are a Chili Piper Admin, use this link. The login screen asks you to select your calendar provider (Google or Outlook). Click the one you will use.
Next, enter your personal details: first and last name, Chili Piper URL and company role. If the URL you choose is already in use, we will let you know. Click Next once done.
On the next screen, select a meeting location such as Google Meet, Zoom or a custom location. You can change it later in your Meeting Type settings. Click Next.
On the next and final step, you will nbe suggested to download ChiliCal's browser extension, which we strongly advise to enable more features that will facilitate your daily routine.
2 - Download the Extension
If you haven't downloaded in the initial onboarding steps. download the extension here. as it's a powerful ally that facilitates your daily routine and booking process, ensuring a smooth experience for you and your prospects while using ChiliCal.
After the download, ensure you are logged in there as well. Click the extension after enabled in your browser, and follow the log in process from there.
3 - Connect your Personal Integrations
Your integrations are a key part of your ChiliCal setup:
- Calendar: Chili Piper reads your availability from your calendar to show prospects open times and prevent double bookings. You can also connect up to six additional Google or Outlook calendars, work or personal, so your availability is accurate across all of them. See Multiple-Calendar Connections;
- Conferencing: connect your conferencing tool so its meeting links are added automatically to Meeting Types that use it as their location. Chili Piper integrates with Zoom, Microsoft Teams, Google Meet, Webex, GoToMeeting and RingCentral.
You can connect these on MyApp’s Integrations page. For more details, see Setting up your Personal Integrations in ChiliCal’s MyApp.
4 - Configure your Working Hours and Availability Schedules
Setting your Working Hours correctly means you only receive meetings when you are available.
You can also create Custom Schedules, which let you create separate availability for different scenarios. That way the right times show up for the right meetings.
Learn more in Setting Your Working Hours and Custom Schedules in ChiliCal.
5 - Update your Personal Settings
Personal Settings let you customize your personal links and booking experience.
Learn more in End-User Personal Settings.
6 - Configure your Assets
ChiliCal assets help you reduce no-shows, collect the information you need from prospects, and make sure each meeting invite has what you need for a productive meeting.
Meeting Types
Meeting Types define the duration, subject, branding, buffers and other settings for your meetings. Learn more in Meeting Types in MyApp.
Guest Forms
Guest Forms collect information from the prospect booking the meeting, so you arrive prepared. Learn more in Guest Forms in MyApp.
Reminders
Reminders decrease no-shows and increase meeting completion rates. Learn more in Reminders and Messages.
Dynamic Tags
Dynamic Tags personalize Meeting Types and Reminders with values from the assignee, prospect, booker, meeting or CRM. Learn more in Dynamic Tags for Meeting Types and Reminders.
7 - Book Meetings
ChiliCal Scheduler
The Scheduler is where you find available times in your calendar or your teammates’ calendars, and book meetings for yourself or on a colleague’s behalf. It is available in your Chrome browser and in Outlook. Learn more in ChiliCal’s Scheduler.
ChiliCal Co-Pilot
The Co-Pilot browser extension brings ChiliCal into the tools you use every day. Download Co-Pilot from the Chrome Web Store, then see ChiliCal’s Co-Pilot Browser Extension for its features and settings.
Co-Pilot works inside the following tools:
- Using the ChiliCal Chrome Extension in Gmail;
- ChiliCal’s Co-Pilot Outlook Add-In;
- Using ChiliCal’s Co-Pilot in Google Calendar;
- Using the ChiliCal Chrome Extension in Salesforce;
- Using the ChiliCal Chrome Extension in Frontspin;
- Using the ChiliCal Co-Pilot in Outreach;
- Using the ChiliCal Chrome Extension in SalesLoft;
- Using the ChiliCal Chrome Extension in Gong.
Suggested Times
Suggested Times let you propose available times directly in the email editor, which avoids back-and-forth emails. Learn more in Inserting Suggested Times with ChiliCal.
ChiliCommand
ChiliCommand gives you keyboard shortcuts to Chili Piper features, so you do not need to open the extension. Learn more in ChiliCommand.
Priority Scheduling
Priority Scheduling lets you prioritize and deprioritize meetings, and adjusts them automatically based on your preferences. Learn more in ChiliCal’s Priority Scheduling.
Share your Booking Links
Personal Page
A Personal Page lets you share your booking links with prospects and customers while showing off your brand and accomplishments. Learn more in Personal Pages in ChiliCal.
One-Click Booking Links
One-Click Booking Links let prospects book without filling in a form again, which makes them a good fit for email campaigns, automated outreach and sales cadences. Learn more in How to Create One-Click Booking Links.
Smart Scheduling Links
Smart parameters in your Chili Piper URLs can identify a prospect automatically or credit a booker for a booked meeting. Learn more in Smart Scheduling Links.
8 - Manage your Meetings
No-Shows
Mark a meeting as a no-show with one click. Chili Piper updates your CRM and the in-app dashboard, and credits you a meeting if your team’s distribution is set to do so. Learn more in Managing No Shows in Chili Piper.
Notifications
Email and Slack notifications keep you informed when meetings are scheduled, rescheduled or canceled. They also alert you when a prospect fills out a form but does not book. Learn more in ChiliCal and Handoff Notifications.
9 - Create Scheduling Links for your Team Members
This section is for Admins and Workspace Managers, as end-users do not have access to these steps.
Create, manage and view Scheduling Links for users across your organization. Learn more in Scheduling Links in ChiliCal.
ChiliCal offers the following link types:
- One-On-One: one host with one or more guests;
- Round-Robin: distributes meetings evenly across a team;
- Group: combines the availability of multiple reps in one calendar;
- Ownership: routes the prospect to their CRM owner, with a Round-Robin fallback for prospects who have no owner.
10 - Set your Workspace’s CRM Actions
This section is for Admins and Workspace Managers, as end-users do not have access to these steps.
CRM Actions control how Chili Piper updates your CRM, from creating Leads and Events to choosing which object associations happen. Learn more in CRM Actions in ChiliCal.
11 - Define your User Controls Settings
This section is for Admins and Workspace Managers, as end-users do not have access to these steps.
User Controls set how features behave for your team members. Learn more in User Controls in ChiliCal.
12 - Track your Campaigns with UTMs and Smart Parameters
Add UTMs to your booking URLs to track campaign performance and record where each booking came from, in Chili Piper and in your CRM. Smart parameter labels on Data Fields let you pass more tracking information in Scheduling Link and Router URLs. Learn more in:
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