To ensure that your prospects have a seamless and efficient booking experience, you will want to ensure that your Personal Details are set up.
In this article, we go through several steps:
- Your Personal Details
- Adjust your Working Hours
- Set default Instant Booker settings
- Update your Meeting Types
- Review your Meeting Reminders
- Integrate a Conferencing App (optional)
Your Personal Details
You can update your Personal Details in Chili Piper by clicking on your name/profile photo in the lower left of the Chili Piper app and choosing the Personal Details tab or by visiting the Home page and choosing Edit Profile under your name in the top left.
Make sure you fill these out to 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.
Adjust your Working Hours
Your Working Hours are independent of the working hours set in your Google or Outlook. Learn more about working hours here.
Set default Instant Booker settings
Under the Instant Booker settings page, choose whether you want to book meetings primarily for yourself or book meetings for the team (depending on the Workspace):
Team Calendar: If you are SDR/BDR, you primarily scheduled meetings on behalf of others who will be booking meetings into a Round Robin Queue - choose this option to be presented with the team's calendars first.
My Calendar: If you primarily schedule meetings for yourself (usually Account Executives, Customer Success Managers, Account Managers, etc.), we will assume you are booking on My Calendar - choose this option
Learn how to book meetings through Instant Booker here.
Update your Meeting Types
Navigate to your personal "Meeting Types" tab, and learn how to customize these here.
To choose the default template associated with your personal booking link, be sure to set this on the Booking Links page here.
Review your Meeting Reminders
Learn how to customize them here.
Integrate a Conferencing App (optional)
Choose the app your team is using and hit 'Connect'
Note: you might need to 'request' access depending on the permissions your team's account has set up. Your admin will receive an email to authorize approval if this is the case.