This article contains everything a new user needs to know about moving from Chili Piper's Legacy platform to the new Demand Conversion Platform (DCP), also known as the "Fire" platform. The new platform contains lots of new features and UI updates, and you can use the videos and resources below to get familiar with the changes.
Full End-User Walkthrough
Everything a Chili Piper user needs to know about logging in and navigating the new app, including differences between the old & new UI and how to use the new extension.
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 ChiliCal setup to ensure you will take the most benefit of the tool.
Click here to learn more and establish the required integrations.
3 - Update Your Personal Settings
Personal Settings feature allows users to customize their personal links and booking experience, ensuring a seamless and personalized scheduling process.
4 - 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.
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.
5 - Connect 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.
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.
6 - 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.
7 - 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.
8 - 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.
9 - 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.
Comments
0 comments
Please sign in to leave a comment.