Properly marking No Show events in your Outlook Calendar when a prospect doesn't attend the meeting allows you to credit back no-shows to reps in Chili Piper (if settings within Workspace Settings are enabled for this), as well as update the No Show custom fields Salesforce and Hubspot CRM for reporting and automation purposes.
In this article, we will walk through:
How do I manage no-shows in Office 365?
In the web app, navigate to the scheduled meeting with Instant Booker. Click "Edit" at the bottom of the window that pops up.
In the upper right-hand corner of the meeting details, click on the "three dots" icon. Then you will need to select "Instant Booker" and "See Meeting Details."
Instant Booker should open up on the right hand of the meeting details. You can select "No, my guest didn't show."
How do I manage no-shows in Outlook?
If you are using the desktop version of Outlook, managing no-shows is just as easy. Again, navigate to the meeting in question. In the meeting details, click "See Meeting Details."
Instant Booker should open up on the right hand of the meeting details. You can select "No, my guest didn't show."
Your Chili Piper admin can decide if these meetings count in the round-robin algorithm by configuring the workspace Round Robin Calibration preferences.