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Book the right meetings faster with one-click scheduling
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Engage website visitors with automated Journeys and live chat
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Qualify, route, and schedule prospects directly from your web form
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Route records in Salesforce based on a Trigger
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Route and schedule prospects from bizdev to sales to implementation
Here’s your situation:
You want to set up daily Office Hours or a Group Demo that folks can join if they want to talk to a member of your team.
Our friend Robb Clark over at RB2B was having a similar problem, which inspired me to write this post:
Let’s dive in, shall we?
Let’s start with the Admin experience
First, you’re going to want to head over to your meeting types to create your Office Hours meeting type:
Rather than defaulting to the dynamic Zoom or Google Meet code via the integration, click “Custom” and then insert a static Zoom link — so it’s the same link every time.
Then, we want to mark the Meeting Type Availability as Availabile. This is key.
By doing so, multiple customers/prospects will be able to book during that time — and you’ll be able to see everyone who intends to show up.
Next, you’ll want to create an Office Hours availability schedule for end users — so they can only receive the Office Hour meeting type during a certain time.
First, click “create a new availability schedule”:
Then, set up an availability schedule for your new Office Hours meeting type.
There are a few things you’ll need to do to make sure this is set up correctly:
Copy your link and share with customers — so they can start booking office hours.
If you want to try this spicy use case yourself, learn more about ChiliCal (and get a free trial) here.
Also if you’re not doing so already, be sure to follow Jonathan on LinkedIn — he shares spicy Chili Piper tips and tricks regularly.
In the meantime, stay spicy 🌶️
Jonathan is a Principal CSM at Chili Piper, responsible for Mid Market customers in EMEA and also supports complex new business deals as a Solutions Consultant. When not assisting customers or colleagues, Jonathan’s typically spending time with his wife and three children at home in Wales. Connect with him on LinkedIn to stay up-to-date with our latest use cases.
Here’s your situation:
You want to set up daily Office Hours or a Group Demo that folks can join if they want to talk to a member of your team.
Our friend Robb Clark over at RB2B was having a similar problem, which inspired me to write this post:
Let’s dive in, shall we?
Let’s start with the Admin experience
First, you’re going to want to head over to your meeting types to create your Office Hours meeting type:
Rather than defaulting to the dynamic Zoom or Google Meet code via the integration, click “Custom” and then insert a static Zoom link — so it’s the same link every time.
Then, we want to mark the Meeting Type Availability as Availabile. This is key.
By doing so, multiple customers/prospects will be able to book during that time — and you’ll be able to see everyone who intends to show up.
Next, you’ll want to create an Office Hours availability schedule for end users — so they can only receive the Office Hour meeting type during a certain time.
First, click “create a new availability schedule”:
Then, set up an availability schedule for your new Office Hours meeting type.
There are a few things you’ll need to do to make sure this is set up correctly:
Copy your link and share with customers — so they can start booking office hours.
If you want to try this spicy use case yourself, learn more about ChiliCal (and get a free trial) here.
Also if you’re not doing so already, be sure to follow Jonathan on LinkedIn — he shares spicy Chili Piper tips and tricks regularly.
In the meantime, stay spicy 🌶️
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