Upgrading from Instant Booker Legacy? We got you!
Our team will be aiding in getting all your Instant Booker assets over to the new platform. This article will give you all the details of what is available in your Instant Booker upgrade to ChiliCal the Demand Conversion Platform for Admins and End Users.
What is New For Admins of ChiliCal
Round Robin Scheduling Links
Add team members to a Scheduling Link to set up a simple round-robin. Perfect for simpler round-robin use cases that don't require ownership rules or advanced routing.
Ownership Links
Add your team to an Ownership Link to route a meeting to the Account, Lead, or Contact owner for your email campaigns.
Improved Group Booking Links
Update welcome message, change link URL, add multiple Meeting Types, share with a specific team or entire workspace
Full control over Scheduling Link access
Share Scheduling Links with Teams in bulk — rather than sending them to each person individually. And have full control over who sees which links.
User Controls
You now have full control over your reps’ Meeting Types. You can set their Default Meeting Type and disable Personal Scheduling Links.
AKA no more Personal Meeting Types messing up your reports.
CRM Permissions
Customize if or how your users can make updates to your CRM with their personal scheduling links, giving you more control over your CRM updates.
Round Robin, your way
Strict Round Robin lets you route in sequential order, while Flexible Round Robin shows combined availability.
Multiple Meeting Types per Scheduling Link
This is handy for letting customers or prospects choose the follow-up meeting that makes sense for them.
For example, you can offer customers the option of a 15-minute Quick Sync or a 45-minute Working Session.
The most advanced Lead-to-Account matching yet
Match Leads to Accounts via domain identification. If there is more than one match, use filtering and tiebreakers to determine which account the lead will match to.
Reusable assets = less manual work for you
Save time by creating Meeting Types, Rules, Teams, and Distributions and reusing them across all of your Chili Piper products in a Workspace.
Make your Scheduler yours
Set up Branding & Language your way. Keep things simple with default styling — or get more sophisticated with Custom CSS and additonal Language options. You can set Branding to use across your entire instance or customize it based on Workspace.
Suggested Times in your brand
Customize the color of Suggested Times so you're always on-brand.
What is New For Users of ChiliCal
Spicy New Look
The product dashboard for end-users is centered around their calendar.
ChiliCal is your home-base
From MyApp, you can manage your meetings and reminders, view guest information, and schedule tasks.
Meeting Management in MyApp
From your ChiliCal Home base, you can (for ChiliPiper Booked meetings) mark a meeting as a No Show, Cancel a meeting, or Reassign a meeting.
Only take certain calls at certain times
Create Custom Schedules for certain scenarios. For example, you could set an Office Hour schedule — only allowing customers to book during a certain time.
Or, if you’re headed to an Event, you can set up an Availability Schedule that only allows Event-related meetings to be booked during that time.
Clear your calendar for your important prospects
Let important prospects book over flexible meetings (e.g. prospecting blocks, lunch, 1:1s). ChilICal will automatically reschedule those events to another free time in your calendar.
Chili Command + m
You can easily access all your ChiliCal booking tools from wherever you are working. Grab a scheduling link or personal page link, copy suggested times, or create a task for yourself on your calendar.
Share your availability with one-click
Auto-suggested times read your calendar and insert your availability into an email in just one click. No more clicking open your calendar to manually insert times.
Copy All your Links from the Chrome Extension
Quickly access Personal Links, Team Links, Round-Robin Scheduling Links, Group Links, and Ownership Links from any page. Give it a try with Command + M on Mac or Cmd+Shift+M on PC.
Limit your Meetings per Meeting Type
Be exact in how many meetings you should be getting for a specific meeting. For example, if you should only have five support calls a week set that limit with Meeting limits.
Add prospects to your CRM directly from the ChiliCal Scheduler
Make sure everyone you are booking with is in your organization's CRM and has the correct information. You can create your prospect as a Lead or Contact and create an Account for any new Contacts.
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