FAQ

What is BookMe used for?

BookMe lets you schedule meetings without the back-and-forth of finding a time that works. You set up calendars that define your availability, and others book time directly against them. It's built for use cases like IT helpdesk support sessions, new-hire onboarding and security training, or customer success calls — anywhere you need people to self-schedule time with you or your team.

What are Calendars and Bookings?

Calendars and Bookings are the two core features of BookMe. Calendars are where you define your availability — think of them as the schedule someone books against, whether that's a helpdesk queue, an onboarding session, or a customer demo slot. Bookings are the actual meetings that get created once someone reserves a time, and they give you a record of what's scheduled, with whom, and when.

What can each role do in BookMe?

Admins have full access to all BookMe features, including creating and configuring calendars and managing all bookings. Members can manage calendars and view bookings, which covers most day-to-day scheduling work for someone like an IT helpdesk lead or onboarding coordinator. Viewers have read-only access, so they can see calendars and bookings but can't make changes — useful for someone who just needs visibility into what's scheduled.

Who should be an Admin versus a Member?

Give Admin access to whoever owns the overall scheduling setup, like a team lead deciding how calendars are structured across the organization. Member access fits people who run their own calendars day-to-day, such as an onboarding coordinator managing new-hire sessions or a customer success manager booking demo calls. Viewer access works well for stakeholders who need to check on bookings without touching the configuration.

How does access control work in BookMe?

Access follows the workspace-wide RBAC model combined with BookMe's own roles of Admin, Member, and Viewer. This means someone's ability to see or act on calendars and bookings is shaped both by their workspace permissions and their assigned role within BookMe. If you can't see or edit something you expect to, check both your workspace role and your BookMe role.

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

Most work in BookMe centers on keeping calendars accurate and reviewing bookings as they come in. A helpdesk lead might adjust availability windows so staff can grab open support slots, while a customer success manager checks upcoming bookings to prepare for onboarding calls. Members handle the calendar upkeep, while Viewers can monitor bookings without needing to make changes.

Can BookMe trigger other actions automatically?

Yes. BookMe events can trigger no-code workflows elsewhere in Metadot, such as sending a confirmation email, creating a follow-up task, updating a field, or firing a webhook when a booking is made. This lets you automate things like notifying a team when a new IT support session is booked or kicking off a task list after an onboarding call is scheduled.

How does BookMe connect to the rest of Metadot?

The person booking a meeting is the same identity across Metadot, so a customer booking a demo call is the same record you'd see as a contact or ticket requester in other modules. Bookings and calendars are also indexed in workspace-wide search, so you can find a scheduled meeting alongside other records without switching context.