Managing No Shows and Booking Again from Google Calendar

In this article, we describe how to properly mark No Show events from your Google Calendar when a prospect doesn't attend the meeting. This will automatically update a custom field in Salesforce or HubSpot CRM and allow you to credit back no-shows to reps.

Also, this article will show how to Book Again from Google Calendar if you need to schedule a new meeting from a previous one with a prospect, reducing manual efforts. 

Table of Contents

• Enable the No Show button on calendar events
• Refreshing Salesforce fields
• Credit back for no-shows (Calibration)
• Book Again from a calendar event
• Why aren't the Buttons Showing Up in My Google Calendar?

Enable the No Show button on calendar events

This section will cover the installation and steps for marking a No-Show from an existing calendar event. 
Before starting, to enable the No-Show button, you must have the latest Chili Piper extension installed. See this article for information on downloading it. 

Once installed, events booked by Chili Piper have a green button above guests, and if a prospect does not show up, you can toggle the meeting as a No-Show:

This button will only appear when editing the event. It will not appear in the quick-view when single-clicking the event on your calendar, so you must open the invite fully to see this option.

Refreshing Salesforce or HubSpot fields

In Salesforce, you can create a field on the Event or Lead / Contact objects of type checkbox (false by default) with the field name No_Show_CP. This will allow you to report on this field automatically. 

For HubSpot CRM, we create this field automatically under a Contact property section "Engagement information".

Important: On your admin page, under Integrations, make sure you click “Refresh Fields” if you add this new field name:

You can use the field on the Lead / Contact object to create automated triggers for no-shows (like starting a sequence in Outreach or a cadence in SalesLoft).

Note: If you marked an invite as "No Show" before creating this field / refreshing fields, it will not sync over this change. You will need to go back and toggle the prospect's no show status a second time, after the field has been created and refreshed.

Credit back for No-Shows (Calibration)

Your Chili Piper admin can decide if these meetings count in the round robin algorithm or not, by configuring the workspace Round Robin Calibration preferences.

Book Again from a calendar event

Similar to the No-Show functionality we covered above, this functionality also requires the extension download and will be available only for meetings booked via Chili Piper.

You can find the Book Again button at the bottom after clicking the event:

You can also double-click and open the event to find the Book Again button at the bottom-right, right below the Guest permissions settings:

Why aren't the Buttons Showing Up in My Google Calendar?

If the No-Show and/or the Book Again buttons are missing in your calendar events, we recommend checking this article that contains a few steps that are normally helpful to resolve this scenario.