BookMe
BookMe is our booking and scheduling solution designed for the financial sector. This section covers BookMe’s product-specific configuration: portals, playbooks, CRM-driven booking flows, employee schedules, and the day-to-day features.
Looking for platform-wide setup? Microsoft 365, Entra identity, and SCIM provisioning are platform-wide foundations used by every Engage product. They live under Foundation, not here.
Where to start
| If you are… | Read |
|---|---|
| Onboarding a new customer tenant to BookMe | BookMe Onboarding — Salesforce setup, implementation phases, BookMe-CRM security |
| Onboarding a new tenant to the platform (cross-cutting) | Integration Onboarding Guide — covers Foundation surfaces + product-specific surfaces in one reference |
| Configuring BookMe portals or customer-facing flows | Portals, Customer Meeting Booking |
| Building playbooks or working with the CRM abstraction | Playbooks, Entities and Entity Patterns |
| Managing employee schedules, services, or priority rules | Employee Schedules, Service Competence Groups, Advisor Priority Rules |
Key features
- Microsoft 365 calendar integration (foundation — configured under Foundation/M365)
- CRM-driven booking flows (Salesforce or Dynamics 365)
- Customer-facing booking portals
- Playbook automation workflows
- Reporting dashboard with portal source tracking
- Reusable templates, labels, and meeting iCal generation
- Service competence groups and advisor priority rules
- Internal-meeting handling
Documentation areas
- Onboarding — Salesforce setup, implementation phases, CRM integration security
- Playbooks — Automation workflows, the visual editor, managed playbooks
- Booking configuration — portals, employee schedules, service competence groups, advisor priority rules, customer meeting booking
- CRM integration — entities and entity patterns, entity configuration management
- Operational features — reporting, labels, templates, iCal generation, internal meetings
Related
- Foundation — Microsoft 365, Entra identity, SCIM provisioning (platform-wide, used by all Engage products)
- Public API — programmatic access to BookMe data for your bespoke systems
- Embeddable UI — BookMe components for embedding in your Salesforce iframe or other surfaces
Table of contents
- Onboarding
- Bank Options
- Entities and Entity Patterns
- Entity Configuration Management
- Templates
- Portals
- Employee Schedules
- Reporting
- Service & Competence Groups
- Labels
- Playbooks
- Timezone Configuration
- Deploying Iframe LWC to Salesforce
- Salesforce Iframe LWC Configuration
- Internal Meetings Deployment Guide
- Advisor Priority Rules
- Customer Meeting Booking
- Release Notes
- Understanding Available Timeslots