Chili Meetings User Guide: Booking Links

By Logan Hendrickson

Chili Meetings User Guide: Booking Links

Chili Piper is the #1 Meeting Lifecycle Automation platform, helping revenue teams connect with buyers faster across all stages of the customer lifecycle.

Before Chili Piper, there has never been a booking link tool built specifically for revenue teams. Sales, marketing, and Customer Success professionals have been using tools like Calendly or HubSpot Meetings that were never intended to solve the unique challenges that revenue teams face. Historically, booking links have been designed for one of the following:

  1. Individual, non-business users
  2. An add-on to an existing tool like marketing automation, email, or CRM.

Never before has there been a suite of booking tools that help accelerate revenue, automate CRM actions, and instantly connect reps with customers until now.

In this guide, we’ll be covering the following:

  1. Unlock the power of unlimited meeting types
  2. Save hours of admin time every day with automated reminders, meeting buffers, and more
  3. Use smart booking links for one-click bookings
  4. Book more meetings with Smart Email Signatures
  5. Time to get started

Booking Links are included in all Chili Meetings packages:

🌱 Free licenses allow you to share your personal booking links with unlimited meeting types, automated reminders, custom email signatures, and more.

🌶️ Spicy licenses equip you with the most advanced booking links that work smarter than basic booking links, syncing with your CRM and not requiring any additional form step from your customers.

🔥 Hot licenses allow for smart booking through router links with advanced round-robin, booking by account ownership, and more via automated routing. All seamlessly integrated with your CRM.

Continue reading for four things you can start doing today to get the most out of your Chili Meetings booking links so you can start:

🗓️ Scheduling more meetings

⏰ Saving hours of manual tasks

🤝 Helping your customers

💰 Making more money

1. Unlock the power of unlimited meeting types.

Unlike other scheduling tools, with Chili Piper, you have an unlimited number of meeting types. This is important because a revenue pro knows that a 15-min implementation call, 30-min sales demo, and 45-min CSM handoff all require unique timeframes, conference details, descriptions, reminder schedules, meeting buffers, and more.

A meeting type is a template that automates every step of the scheduling process. Depending on the type of meeting booked, certain meeting invite details will automatically be sent to both reps and customers, automating everyone’s least favorite part of booking a meeting.

Creating your first meeting type in Chili Piper is simple, just copy and paste dynamic fields that populate from objects within Chili Piper or your CRM like {company.name} or {conference.details}. The right information is generated and sent every time a meeting is booked.

Now you can start automating steps, saving time, and personalizing the experience for your prospects and customers in a way that you couldn’t before with limited meeting types.

Meeting Types:

🌱 Free licenses allow personal booking links with unlimited meeting types, automated reminders, custom email signatures, and more.

🌶️ Spicy licenses enable unlimited personal and team meeting types. Standardized meeting templates and reminders across the team, all synced to your CRM.

🔥 Hot licenses provide unlimited personal and team meeting types. Smart booking through router links with advanced round-robin, booking via account ownership, and more via automated routing.

Learn more about creating and editing meeting types and some meeting type examples.

2. Save hours of admin time every day with automated reminders, meeting buffers, and more.

Before starting with Chili Piper, our friends at BuilderTrend described their scheduling process as “chaotic.” In order to make sure the meetings were being booked with the right reps, reminders weren’t forgotten, and people weren’t getting double-booked or stuck in back-to-back meetings, the sales and CS teams would jump through several hoops like cc-ing themselves on hundreds of emails and setting personal reminders for themselves to send reminders to their prospect and customers.

Needless to say, with Chili Meetings their processes are much smoother. You can learn more about their story here.

A big part of automating their manual steps includes how they utilize automated reminders and meeting buffers.

Creating a reminder is easy:

  • Choose whether to create an email or SMS reminder
  • Determine the time frame (for example, 1-hour before, 1-day before, 1-min before, etc.)
  • Create an email or SMS template with dynamic fields
  • Apply to any meeting type

Your reminder will auto-populate with the correct information and be sent to your prospects or customer at the right time. Now you can clear your calendar of reminders and get back to the more exciting parts of your job.

Adding Meeting Buffers is also a simple way to stay organized and in control of your schedule. Each Meeting Type has a setting to block a certain amount of time before and/or after every meeting.

🌱 Free licenses allow personal booking links with unlimited meeting types, automated reminders, custom email signatures, and more.

🌶️ Spicy licenses enable unlimited personal and team meeting types. Standardized meeting templates and reminders across the team, all synced to your CRM.

🔥 Hot licenses provide unlimited personal and team meeting types. Standardized meeting templates and reminders across the team, all synced to your CRM with smart booking through router links with advanced round-robin, booking via account ownership, and more via automated routing.

Learn more about reminders and meeting buffers.

3. Use smart booking links for one-click bookings

When your prospects and customers click on one of your booking links to schedule a meeting, the last thing they want is any additional work like filling out a form. With basic booking link tools like Calendly, they have to, but Chili Piper is different.

Extra steps cause friction and are a big reason why people drop off before completing the scheduling process, but we fixed it. With Chili Piper, you have access to Smart Booking Links, which means that when your guest wants to book a meeting they can click a link and that’s it — meeting booked.

This is possible because when a link is clicked, Chili Piper can append your prospect or customer’s email address to the URL, look them up in your CRM, and schedules the meeting accordingly. The moment a guest engages with your link, you know who they are, who they’re assigned to in your CRM, and much more.

Now you can eliminate several steps for yourself and your customers by utilizing a smart booking link in an email, marketing campaign, or any CTA.

🌱 Free licenses do not include smart booking links.

🌶️ Spicy licenses enable smart booking links that eliminate the need for an additional form step from your customers, scheduled for a single rep.

🔥 Hot licenses provide smart booking through router links with advanced round-robin, booking via account ownership, and more via automated routing.

Learn more about smart booking links.

4. Book more meetings with Smart Email Signatures

What are the best kind of meetings? The ones that lead to revenue and require literally zero effort. There are no guarantees when it comes to revenue (although it’s likely), but giving your prospects and customers a chance to schedule a meeting with you via your email signature is a no-brainer.
Your Chili Piper email signature automatically embeds a Smart Booking Link to your email signature, which means when someone clicks to book a meeting they will not be forced to fill out an additional form. Chili Piper has already identified the guest and appended their ID to the booking link.

Your email signature is prime real estate for unplanned meetings, so setting up with a smarter booking link means more quality meetings on the calendar with no additional effort.

🌱 Free licenses allow you to create a personal custom email signature with an embedded smart booking link.

🌶️ Spicy licenses enable you to create and manage smart signatures for your team, giving your reps a standardized signature and your customers a simple way to book meetings while syncing everything to your CRM.

🔥 Hot licenses provide all access to smart signatures plus the ability to leverage advanced round-robin, booking via account ownership, and more via automated routing.

Learn more about how to email signatures.

Time to get started

You are just getting started with your fancy new suite of booking tools and we hope you are as excited to be here as we are to have you 🚀.

Looking for even more ways to automate your scheduling and accelerate revenue? Read more here:

Not on the 🌶️ train yet? Get Started For Free

See Chili Piper in action

Request a Demo

LinkedIn
Twitter
Facebook