Configure your Personal Settings

1. Authenticate the App

Login via Salesforce first and then Google/Outlook to activate your Chili Piper account, once you are in you will be on the Calendar Settings page.

2. Install the Chrome Extension

We'll prompt you to do this via the pop-up banner when you login but or you can get it here

Here are some more details on how it can help you book meetings

3. Make sure your calendar is connected

4. Grab your personal booking link

Click your link to copy it into your email signature, you can also find this link whenever you need it under the Instant Booker tab on the Chrome Extension

5. Adjust your Working Hours & Calendar Settings

Your  Working Hours are independent of the working hours set in your Google or Outlook, learn more about working hours here

If you book meetings mostly for yourself, choose the Book meetings mostly for self option - it will make your own calendar a default

Book meetings for self and others: If you are SDR/BDR you primarily scheduled meetings on behalf of others will be booking meetings into a Round Robin Queue - choose this option

Book meetings for mostly self: If you primarily schedule meetings for yourself (usually Account Executives, Customer Success Managers, Account Managers, etc) we will assume your are booking on My Calendar - choose this option

Learn how to book meetings through Instant Booker here

6. Update your Meeting Templates

Navigate to this tab, and learn how to customize these here

Choose the default template associated with your personal link on the Calendar Settings tab under Meeting Settings (or choose one from the drop-down list that has already been created by your admin). 

7. Review your Meeting Reminders

Learn how to customize them here

8. Integrate a Conferencing App (optional)

Choose the app your team is using an hit 'Connect'

Note: you might need to 'request' access depending on the permissions your team's account has set up. If this is the case, your admin will receive an email to authorize approval.

Personal Details

You can update these here

Make sure you fill these out so we can pre-populate Meeting Templates with your details. If your team is using Concierge Calls, you will need to verify your phone number before you can receive calls

Chili Piper Pro Tip: be sure to keep your calendar up to date!

Busy event/calendar block: Chili Piper will see you are busy

Free event/no calendar event: Chili Piper will see you are available for a meeting and/or call if inside your working hours