Overview
Schedule meetings
What is BookMe?
BookMe is the module for scheduling meetings without the back-and-forth. It gives you shareable calendars that reflect your real availability and turns every scheduled slot into a trackable booking, so you always know who's meeting with whom and when.
Who uses BookMe?
- IT helpdesk leads who want staff to self-schedule support sessions instead of emailing for a slot
- IT onboarding coordinators running new-hire setup and security-training sessions on a predictable, repeatable schedule
- Customer success managers booking onboarding calls and product demos with new customers
- Admins, who have full access to configure calendars and manage all bookings
- Members, who manage calendars and view bookings day to day
- Viewers, who need read-only visibility into what's scheduled
Works with the rest of Metadot
- Because people are recognized across the whole workspace, anyone who books time with you is already the same profile you'll see in your CRM contacts or support tickets — no re-entering their details.
- Bookings can trigger automations, like sending a confirmation email, creating a follow-up task, or notifying a channel the moment a slot is booked or canceled.
- Every calendar and booking is findable from workspace-wide search, so you're never digging through email to find when a session is scheduled.
- Roles and permissions work the same way you're used to elsewhere in Metadot, so who can view or manage calendars follows the access you've already set up.
Common questions
- What is BookMe used for?
- What does a typical day-to-day workflow look like?
- Can I set up automatic actions when someone books a session?
- Does BookMe know who my contacts already are?
In this section
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