Instant Booker User Guide

By Logan Hendrickson

Instant Booker User Guide

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

Instant Booker is the only scheduling tool designed for revenue reps. In this guide we’ll be covering:

  1. Book one-click meetings over email with Suggested Times
  2. Schedule Instant Booker meetings and automate follow-ups from within Google Calendar
  3. Book meetings in seconds from the tools you use daily
  4. Simplify your handoff meetings
  5. Quickly schedule multi-person meetings with Invite All
  6. Make sure every meeting — and every detail — is synced to your CRM

Up to this point, meeting automation has mostly been limited to booking links. 

This has left you with the choice between hacking together a workflow by booking on your own link or sticking the majority of the leg-work to your prospects and customers.

That’s been the only way to reap the benefits of automated workflows like reminder emails, templated invites, and automatically updating your CRM. 

As a revenue pro, you know that scheduling is not one-size-fits-all. Sometimes it makes sense to send your booking link or let your customers schedule from your email signature, but the most frequently occurring type of meeting is when a rep needs to book the meeting herself.

This is where Instant Booker comes in. It has literally changed the game when it comes to scheduling for revenue reps. You don’t have to impersonate your customer on your own booking link anymore. 

Here is everything you need to do to get started with Instant Booker

  1. Download the Chrome Extension
  2. Set up your default calendar view
  3. Start scheduling

Learn more about how to book meetings using Instant Booker in the video below.

Instant Booker is included in all Chili Meetings packages:

🌱 Free licenses allow you to book meetings on your own calendar instantly from any of your favorite tools.

🌶️ Spicy licenses allow you to book directly on your own, or your teammates’ calendar in one-click while syncing everything to your CRM.

🔥 Hot licenses allow for advanced round-robin, booking via account ownership, and more via automated routing.

Keep reading for five ways you can use Instant Booking today to start booking more meetings, instantly. 

1. Book one-click meetings over email with Suggested Times

When it comes to scheduling through email, trade-in your booking link for Suggested Times. With Instant Booker, you can embed smart suggested times in the body of your email. 

While other scheduling tools claim to now offer this feature, no one does it quite like Chili Piper.

We automatically retrieve your prospect’s contact data from the email, so when they click a time it automatically books the meeting. No additional steps required.

We actually ran an A/B test on sending Suggested Times vs booking links and saw a 13x increase in the number of people who booked.

🌱 Free licenses allow you to use Suggested Times to schedule more meetings faster and stop going back and forth over email.

🌶️ Spicy licenses allow you to embed Suggested Times for yourself or on behalf of your teammates to simplify handoff meetings, while syncing everything to your CRM.

🔥 Hot licenses allow you to embed Suggested Times for yourself, on behalf of your teammate, and allow for advanced round-robin, booking via account ownership, and more via automated routing.

Learn more about one-click booking and suggested times.

2. Schedule Instant Booker meetings and automate follow-ups from within Google Calendar.

Even if you know a meeting isn’t going to get recorded in your CRM, sometimes it’s just easier to schedule directly on your calendar.

Maybe you’re on the phone and need to get it scheduled quickly or it’s a last-minute follow-up and you just want to get it on the calendar before you forget. We’ve all been there.

Before Instant Booker, all the data from those meetings would be lost as soon as the meeting ends and you end up sacrificing organization and accurate reporting for the sake of convenience.

Now you can have both! To book a meeting with Instant Booker in Google Calendar you just have to create a new meeting the same way you always have.

Instead of filling out the information like title, location, description, and guests, you can just add the email of your guest and book via Instant Booker in half the time.

Another massive time saver is booking follow up meetings via Instant Booker in Google Calendar. Simply select an event in your calendar that has already happened, click the “Book Follow-up” button, and populate an invite with all the same guests in just a couple of clicks.

Sales reps can instantly schedule the next meeting before the first one ends.

🌱 Free licenses allow you to use Instant Booker in Gcal to schedule more meetings faster and stop going back and forth over email.

🌶️ Spicy licenses enable you to use Instant Booker in Gcal for yourself or schedule directly with your teammates to automate handoff meetings, while syncing everything to your CRM.

🔥 Hot licenses allow you to use Instant Booker in Gcal for yourself, on behalf of your teammate, and allow for advanced round-robin, booking via account ownership, and more via automated routing.

Learn more about using Instant Booker in Google Calendar.

3. Book meetings in seconds from the tools you use daily

What tool do you spend most of your time in? If you are like most revenue reps it is likely an email, CRM, or sales engagement tool. Either way, you’re covered.

Using Instant Booker means you can stay in the apps you already use every day, save time, and get back to the part of your job you actually enjoy a lot faster.

For starters, let’s take a look at how to use Instant Booker in Gmail, Salesforce, Salesloft, and Outreach.

Gmail:

To launch Instant Booker from Gmail simply locate the Instant Booker icon from any email thread or from within the body of a new message.

Launching Instant Booker from here:

Allows you to book a meeting instantly with one or more guests. Use this when you know the customer’s availability and need a schedule something right away.

Launching Instant Booker from here:

Allows you to embed Suggested Times or a booking link directly into the body of your email. Use this when you want to allow your customer to pick a time that is best for them.

Salesforce:

To launch Instant Booker from Salesforce, go to a lead or contact and click the icon above their email address.

This will allow you to schedule a meeting with them, for yourself or for a teammate, instantly.

Salesloft:

To launch Instant Booker from Salesloft, locate the Instant Booker icon in the top navigation bar on any profile page in the “people” section.

You can also embed suggested times in the body of your email by clicking the Instant Booker icon within the message.

Outreach:

To launch Instant Booker from Outreach, locate the Instant Booker icon on a Prospect page. Use this when you know the customer’s availability and need a schedule something right away.

You can also launch Instant Booker from within an Email or Sequence. Use this to embed your booking link or Suggested Times directly in the message.

These are just a few of the tools you can use to access Instant Booker so you can fill up your calendar with quality meetings without slowing down.

🌱 Free licenses allow you to use Instant Booker from any tool to schedule more meetings faster and stop going back and forth over email.

🌶️ Spicy licenses enable you to use Instant Booker from any tool for yourself or schedule directly with your teammates to automate handoff meetings, while syncing everything to your CRM.

🔥 Hot licenses allow you touse Instant Booker from any tool for yourself, on behalf of your teammate, and allow for advanced round-robin, booking via account ownership, and more via automated routing.

Learn more about Instant Booker Integrations.

4. Simplify your handoff meetings

Whether you’re an SDR booking for an AE or a CSM looping in an AM, scheduling a handoff meeting should be simple.

With Instant Booker you can quickly find the right rep, schedule the meeting, and automate invites, reminders, and meeting buffers from anywhere.

You can also embed suggested times on behalf of your teammates when making an email introduction or trying to book a meeting.

When booking a handoff meeting:

🌱 Free licenses do not support handoff use cases.

🌶️ Spicy licenses allow you to book directly on your teammates’ calendar when you already know who should be receiving the meeting while syncing everything to your CRM.

🔥 Hot licenses allow for advanced round-robin, booking via account ownership, and more via automated routing. Chili Piper will determine who the meeting should be scheduled with using predefined rules you create.

Learn more about booking on behalf of others in Instant Booker.

5. Quickly schedule multi-person meetings with Invite All

Picture this: You need to schedule a meeting with several stakeholders from your buyer, include your best sales engineer, and invite your VP who used to work with your champion. And they all live in different time zones.

Before Instant Booker this would take you much longer than the actual duration of the meeting itself to coordinate. Now it is as easy as clicking “reply all” in an email.

To Invite All, just open Instant Booker from any email thread with multiple guests. From there you can decide who is the main guest, which additional guests you’d like to include, add others, make invitees optional, and more.

A couple clicks later and you just included everyone necessary to the meeting, with automated invites, reminders, and meeting buffers.

When using Invite All:

🌱 Free licenses allow you to use Invite All via email to schedule more group meetings faster and stop going back and forth over email.

🌶️ Spicy licenses enable you to use Invite All via email to book directly on your teammates’ calendar while syncing everything to your CRM.

🔥 Hot licenses allow you to use Invite All via email to book meetings with advanced round-robin, booking via account ownership, and more via automated routing. Chili Piper will determine who the meeting should be scheduled with using predefined rules you create.

Learn more about adding multiple guests to Instant Booker.

6. Make sure every meeting — and every detail — is synced to your CRM

Tired of the cat-and-mouse game of trying to keep your CRM up-to-date? With basic booking link tools, the only way every meeting gets captured in your CRM is if it gets scheduled by the guest or is manually updated.

This can leave gaps in your CRM data and make your reporting inaccurate.

Because Instant Booker is built for reps, it’s the fastest and most efficient way to schedule every meeting. This means that every meeting booked is directly connected to your CRM.

Booking through Salesforce?

Booking while on the phone in Salesloft or Outreach?

Booking via Suggested Times in Gmail or Outlook?

Your customer is putting time on your calendar via your email signature?

Everything is synced. Nothing is lost.

🌱 Free licenses do not include CRM integration.

🌶️ Spicy licenses provide a powerful bi-directional CRM sync to make sure every single meeting is recorded.

🔥 Hot licenses allow you to leverage custom fields and objects for advanced routing, ownership-based assignments, automated CRM workflows, and more.
Learn more about how Chili Piper writes to your Salesforce Fields.

Start booking more meetings 

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

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