Concierge Notifications

Chili Piper keeps hosts informed with email and Slack notifications for scheduled, rescheduled, or canceled meetings. Additionally, it alerts hosts if a prospect fills out a form but does not book a meeting to ensure no meetings or prospects are lost.

This article will explain how these notifications work in Concierge, look and how to manage them to stay on top of your scheduling activities.

Table of Contents

• Host Notifications
  • Meeting Scheduled, Rescheduled, or Canceled
• Meeting Not Scheduled Notifications
• Guest Notifications

Host Notifications

Meeting Scheduled, Rescheduled, Reassigned or Canceled

Upon scheduling a meeting, the meeting Host will receive an email notification like the one below, included the form data provided by your prospect:

If the Slack integration is enabled, notifications will also be sent via the Chilinbot app on Slack.

Email and Slack (if connected) notifications are also sent to keep the host updated for rescheduled, reassigned or canceled meetings.

If you are an Admin, click here to check how to establish a Slack connection for your organization.

Meeting Not Scheduled Notifications

Optionally, Hosts can be notified if a prospect fills out a form but does not schedule a meeting, enabling them to follow-up and check if they still need a demo or anything you may help them with.

To enable this, set up a Notify node on your Concierge Router. Add a “Notify Meeting Not Scheduled” node on the Not Scheduled branch of your Concierge router. 

Configure the node settings to select the type of notification (Email and/or Slack) and specify any additional recipients.

Notifications will be sent via email and/or Slack, alerting the assigned representative to follow up.

Guest Notifications

Guests will receive a calendar invitation upon scheduling a meeting. If any changes occur, such as rescheduling or cancellation, updated notifications are promptly sent to ensure guests are informed.