BookMe
BookMe is our industry-leading booking and scheduling solution specifically designed for the financial sector. This section contains comprehensive documentation about BookMe’s features, installation, configuration, and integration capabilities.
Key Features
- Seamless Microsoft 365 calendar integration
- Advanced CRM system connectivity
- Automated scheduling and booking management
- Service competence group organization
- Secure SCIM-based user provisioning
- Custom portal solutions
- Powerful playbook automation workflows
- Reporting dashboard with portal source tracking
Documentation Structure
Navigate through the sections to find detailed information about:
- Installation and setup
- Microsoft 365 integration
- Calendar monitoring and management
- SCIM provisioning
- CRM integration security
- Entities and entity patterns (CRM abstraction layer)
- Templates (reusable text formatting)
- Portal configuration
- Reporting and analytics
- Service competence groups
- Meeting iCal generation
- Playbooks automation and workflows
- Playbooks user guide
- Relation Builder for data mapping
- Labels
- Advisor priority rules
Table of contents
- App Registration Installation
- Microsoft 365 Integration
- Marketplace Installation
- Enable-SCIM-Provisioning.ps1
- Add-Teams-Access-Policy.ps1
- Microsoft Entra Integration
- Graph Proxy
- SCIM Provisioning Setup
- Bank Options
- CRM Integration Security
- Graph Proxy Tenant Migration
- Entities and Entity Patterns
- Entity Configuration Management
- Templates
- Portals
- Salesforce BookMe Integration Setup
- Employee Schedules
- Reporting
- Service & Competence Groups
- Labels
- Playbooks
- Salesforce Connection Setup
- Timezone Configuration
- Deploying Iframe LWC to Salesforce
- Salesforce Iframe LWC Configuration
- Internal Meetings Deployment Guide
- Advisor Priority Rules
- Customer Meeting Booking
- Implementation Guide
- Release Notes
- Understanding Available Timeslots