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.
1 - Initial login
Access this link, and you will be redirected to the initial login screen, where you will be able to select your calendar provider (Google or Outlook). Click the one associated with your calendar provider.
After that, you will be redirected to a page where you can define some of your personal details: First and Last Name, Chili Piper URL (we will let you know if the one you choose is already in use), and your company role. Click "Next" once done with this setup.
In the next screen, you will be asked to select a meeting location such as Google Meet, Zoom, or any custom one; this can be updated later in your Meeting Type settings, too. Choose the one you would like to use for now and click "Next".
2 - Connect your Personal Integrations
Establishing your integrations is an important piece of your Concierge setup to ensure you will benefit from the tool the most.
Over there, you will be able to connect your personal calendar and Zoom integrations, which
The calendar connection is a key piece because it's from there that Chili Piper will collect your availability to be displayed to your prospects, ensuring busy slots will not be double-booked, for example.
Integrating Zoom ensures that your Zoom-related links will be populated in your Meeting Types if you set Zoom on their location, for example.
Such connections are established on MyApp's Integrations page, but you can also check this article for more details.
3 - Configure your Working Hours and Availability Schedules
Having your working hours correctly set ensures you will receive meetings only when you are supposed to, so this is a must. Working hours are part of Chili Piper's Availability Schedule feature, that streamlines the booking process by allowing users to create custom schedules for certain scenarios.
This ensures that the right times are available for the right meetings, improving efficiency and organization. By tailoring availability, users can better manage their calendars and provide a seamless scheduling experience for prospects.
More details can be found here.
4 - Update your Personal Settings
Personal Settings feature allows users to customize their personal links and booking experience, ensuring a seamless and personalized scheduling process.
5 - Download the ChiliCal Extension
ChiliCal's browser extension is a powerful ally that facilitates your daily routine and booking process, ensuring a smooth experience for you and your prospects. Check below for more details about the extension's functionalities and integrations.
Browser Extension (Sidebar)
ChiliCal extension has functionalities and settings to facilitate even more your booking process, without necessarily needing to use it in one of the integrations.
Click here to learn more.
Integrations
ChiliCal's extension integrates several tools to facilitate and automate your booking process even more. Click on the tool you would like to learn more details about how we integrate with them.
ChiliCommand
ChiliCommand facilitates the booking process by giving access to Chili Piper’s current and future features with a couple of shortcuts, without needing to open the extension itself to perform some tasks.
Click here to check all ChiliCommand functionalities, learn how to use them, and learn how they can be useful to you and your team.
6 - Configure your Assets
ChiliCal has different assets to help you reduce no-shows, collect the required data from prospects, and ensure that the meeting invite has the required data for a productive meeting:
Meeting Types
Meeting Types is the asset that will define how your meeting will look in terms of duration, subject, branding, buffers, and many other cool features that will make your and your prospects' lives easier.
Click here to learn more!
Guest Forms
Guest forms allow you to collect any information about the prospect booking a meeting, ensuring you have any required or useful information to make your meeting even more productive.
You can find more details about it here.
Reminders
Decrease no-shows and increase meeting completion rates with Reminders. More details about this asset are available here
7 - Get used to ChiliCal Scheduler
ChiliCal's Scheduler is your go-to place in your Chrome Browser or Outlook when you want to find available times in your calendar or your teammates’ calendars to book an important meeting or even book a meeting on a colleague’s behalf. It’s the perfect place to check for everyone’s availability and guarantee that the meeting will get scheduled.
Click here to check more details about it.
8 - Configure your Priority Scheduling
In the dynamic business world, managing your schedule efficiently can maximize productivity and ensure you never miss an opportunity. ChiliCal’s Priority Scheduling feature is designed to streamline your day, allowing you to prioritize, deprioritize, and automatically adjust meetings based on your needs and preferences.
Click here to learn more about it.
9 - Get used to Availability Schedules
Chili Piper's Availability Schedule feature streamlines the booking process by allowing users to create custom schedules for certain scenarios. This ensures that the right times are available for the right meetings, improving efficiency and organization. By tailoring availability, users can better manage their calendars and provide a seamless scheduling experience for prospects.
More details can be found here.
10 - Create a Personal Page
Create a Personal Page to share booking links with your prospects and customers in a way that showcases your brand and accomplishments a little more.
Click here to check more details about Personal Pages.
11 - Create Scheduling Links for your Team Members
This section was created for Admins as end-users have no access to such steps.
Create, manage, and view the Scheduling Links for different users in the organization, helping them to achieve their goals and provide their prospects with an amazing booking process.
More details can be found here.
12 - Set your workspace's CRM Actions
This section was created for Admins as end-users have no access to such steps.
CRM Actions feature in ChiliCal is your one-stop shop for customizing the Chili Piper <-> CRM flow. From Lead or Event creation to setting which object association should happen, set this once, then forget it: we will do the rest.
Click here to learn more about this feature.
13 - Define your User Controls settings
This section was created for Admins as end-users have no access to such steps.
Control user-related behavior for their Team Members, ensuring better organization and streamlined processes for your company.