BookMe Insights

BookMe Insights is an advanced analytics platform that provides comprehensive visibility into advisor availability and scheduling patterns. It enables data-driven decision making for optimizing resource allocation and improving customer service.

Documentation Structure

  1. Overview
    • Business value and key concepts
    • Core features and benefits
    • Integration capabilities
  2. Insights Settings
    • Configuration guide
    • Parameter settings
    • Best practices
  3. Technical Details
    • Data structure
    • Time range fields
    • Availability calculations
  4. CRM Analytics Integration
    • Integration setup
    • Data synchronization
    • Reporting capabilities

Key Features

  • Real-time Availability Analysis
    • 60-day availability forecasting
    • Advisor capacity tracking
    • Location-based insights
  • Comprehensive Data Generation
    • Hourly availability snapshots
    • Multiple meeting type support
    • Detailed unavailability reasons
  • Business Intelligence Integration
    • CRM Analytics integration
    • Custom reporting capabilities
    • Data visualization tools

Getting Started

  1. Configure Insights Settings in the Management UI
  2. Review generated availability data
  3. Analyze patterns in CRM Analytics
  4. Use insights to optimize scheduling

Support and Resources

  • Contact support for implementation assistance
  • Check release notes for latest features
  • Review technical documentation for integration details

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