FAQ

What is BookMe used for?

BookMe lets you schedule meetings without the back-and-forth of email. You set up calendars that define your availability, and let others book time directly into open slots. It's built for teams that run recurring sessions with customers or staff, like IT support slots, onboarding calls, or product demos.

Who typically uses BookMe?

An IT helpdesk lead might set up a calendar so staff can self-schedule support sessions instead of filing a request and waiting. An IT onboarding coordinator could use it to run new-hire setup and security-training sessions on a repeating basis. A customer success manager might use it to book onboarding and demo calls with new customers as they sign up.

What can each role do in BookMe?

Admins have full access to all BookMe features, including creating and managing every calendar and viewing all bookings. Members can manage calendars and view bookings, making them well-suited for day-to-day scheduling work. Viewers have read-only access, so they can check calendars and bookings but can't make changes.

How do permissions work in BookMe?

Access follows your workspace's overall roles combined with BookMe's own permissions, so what you can see and do depends on both. If you're a Member, you can build out calendars and monitor bookings, but calendar creation and full administrative control stay with Admins. Viewers can always see what's scheduled without risk of accidentally editing anything.

What does a typical day-to-day workflow look like?

Most days start with checking your calendars for new bookings and confirming availability is up to date. When someone books a session — like a new hire signing up for a security-training slot — that booking shows up immediately so you can prepare. Admins and Members can adjust calendars as availability changes, keeping the booking options accurate for whoever schedules next.

How does BookMe connect to the rest of Metadot?

Anyone who books time through BookMe is recognized as the same person elsewhere in Metadot — the same profile you'd see as a CRM contact, a Tickets requester, or an InvoiceMe customer. That means you never have to re-enter someone's details just because they booked a meeting. Every calendar and booking you create is also findable from workspace-wide search, so nothing gets buried.

Can booking a meeting trigger other actions automatically?

Yes. Actions in BookMe can kick off automations, such as sending a confirmation email, creating a follow-up task, updating a field, or firing a webhook. This means a new booking — like a customer scheduling a demo — can automatically notify the right person or update related records without any manual work or code.

Do I need to set anything up before people can book time with me?

You'll need at least one calendar configured with your availability before anyone can book a session. Once that's in place, Members and Admins can adjust it as schedules change, while Viewers can monitor bookings without editing the calendar itself.