Event Types

An event type is a single bookable meeting (a “30-Minute Intro Call,” a “Paid Strategy Session,” a “Free Discovery Call”). Most hosts have 3 to 5 event types. Setting up your first one takes about two minutes.

1. Open The New Event Type Modal

From your dashboard, click + New event type in the top right corner. You can also click into an existing template event type and duplicate it from the menu.

2. Choose The Event Kind

You will be asked to pick what kind of event this is. Pick the one that matches your use case:

• One-on-One. Just you and one invitee. The most common type.
• Group. Multiple invitees can book the same time slot (workshops, group coaching, office hours).
• Round-Robin. Books one of several team members on a rotation. Useful for sales teams and support.
• Collective. Multiple hosts join every meeting. Useful for sales plus technical co-sells, or panel interviews.
• Webinar. A scheduled, one-to-many broadcast with sign-up and reminder emails.

3. Set The Basic Details

Fill in the four fields at the top of the editor:

• Title. What the invitee sees when picking an event (e.g. “30-Minute Intro Call”).
• URL slug. The last segment of the booking URL (e.g. /book/yourname/intro). Auto-generated from the title; editable.
• Duration. In minutes. Bookme supports 5, 10, 15, 20, 30, 45, 60, 75, 90, 120, or a custom value.
• Color. Used for the event card on your booking page and the calendar event color.

4. Pick A Location

Choose how the meeting will happen:

• brandID Meet. Bookme’s built-in video conferencing. No extra account needed. Recordings are saved to your dashboard.
• Zoom. Requires you to connect Zoom first under Settings, then Integrations.
• Google Meet. Requires Google Calendar to be connected.
• Phone Call. Invitees enter their phone number when booking. You can specify who calls whom.
• In-Person. Set a fixed address or have the invitee enter their preferred location.
• Custom. A custom URL, room name, or text you set per event.

5. Set Your Availability For This Event

By default, your event type uses your main availability schedule. You can change this in the Availability tab:

• Use the default schedule. Recommended for most cases.
• Use a custom schedule. Pick from any schedule you have created (e.g. “Sales hours only,” “Weekends,” “Europe-friendly hours”).

You can also set: – Buffer before / after. How many minutes of padding you want around each booking (5, 10, 15, 30, or 60). – Minimum notice. How far in advance the invitee must book (15 minutes, 1 hour, 2 hours, 4 hours, 24 hours, or custom). – Maximum days ahead. How far into the future invitees can book (7, 14, 30, 60, or 90 days). – Daily limit. The maximum number of times this event can be booked per day. Leave blank for unlimited.

6. Add An Intake Form (Optional)

Click the Questions tab to ask custom questions before the meeting. Each answer is included in the calendar invite, the confirmation email, and (via merge variables) in your reminder workflows.

7. Set Pricing (Optional)

If you want to charge for this event, open the Pricing tab. You will need Stripe or PayPal connected first.

8. Save And Test

Click Save in the top right. Your new event type is now live at bookme.brandid.app/book/your-username/your-event-slug. Open that link in an incognito window and book a test slot to confirm everything works.

Bookme has five event kinds. They cover every meeting pattern from a simple 1:1 call to a panel interview with multiple hosts.

1. One-On-One

The most common kind. You and one invitee, one time slot.

• Use for: discovery calls, paid coaching, sales demos, 1:1 client work.
• How it works: invitee picks a time, books, you both get a calendar invite.
• Plan: Free and up.

2. Group

Multiple invitees book the same slot. You set a max attendee count.

• Use for: workshops, group coaching, webinars without registration, office hours, ask-me-anything sessions.
• How it works: invitee 1 books 3 PM Tuesday. Invitees 2, 3, 4 see the same 3 PM slot and book it. All four attend together.
• Plan: Pro and up.

You set: – Max attendees per slot (e.g. 10). – Whether invitee names are visible to each other on the booking page.

3. Round-Robin

Books one of several team members on a rotation. The invitee sees one time slot per available host.

• Use for: sales teams handling inbound demos, support teams routing tickets, recruiting screens.
• How it works: you put 3 sales reps in a pool. An invitee picks 3 PM Tuesday. Bookme picks one rep (least-recently-booked is the default) and assigns the meeting to them.
• Plan: Elite.

You set: – The host pool (who is on rotation). – Routing strategy: least-recently-booked, random, or load-balanced. – Whether the invitee can pick their host or it is auto-assigned.

4. Collective

Multiple hosts join every meeting. Slots are only shown when all required hosts are free.

• Use for: sales plus solutions engineer co-sells, panel interviews, founder plus designer demos.
• How it works: you add 2 hosts as “required” to a collective event. Bookme only shows slots when both are free. When booked, both get the calendar invite.
• Plan: Elite.

You can mix required and rotating hosts: – Required pool: every host listed must be available. – Rotating pool: Bookme picks one host from this group to join.

Example: a recruiting interview where the hiring manager is required, plus one engineer from a rotating pool of three.

5. Webinar

A scheduled, one-to-many broadcast. Invitees register, get reminders, and join at the time.

• Use for: product launches, training sessions, lead-gen webinars.
• How it works: you set a specific date and time. Invitees register (via your booking page). Reminders fire. At the start time, everyone joins the meeting URL together.
• Plan: Elite.

You set: – Date, time, and duration. – Max registrants. – Whether registration closes at the start time or earlier.

6. Quick Comparison

| Kind | Hosts per meeting | Invitees per slot | Common use | |—|—|—|—| | One-on-One | 1 | 1 | Discovery calls, coaching | | Group | 1 | Many | Workshops, office hours | | Round-Robin | 1 (from pool) | 1 | Sales, support routing | | Collective | Many | 1 | Panel interviews, co-sells | | Webinar | 1 | Many (scheduled) | Launches, training |

A group event type lets multiple invitees book the same time slot. It is perfect for workshops, group coaching, office hours, and webinars without formal registration.

1. Create A New Event Type

Click + New event type and pick Group. The editor opens with group-specific options enabled.

2. Set The Basics

Fill in: – Title (e.g. “Weekly Office Hours”). – Duration (60 minutes is common for office hours). – Color for the event card.

3. Set The Max Attendees Per Slot

The key group setting:

• Max attendees. The cap on how many invitees can book the same slot. Defaults to 10.

When the max is reached, the slot stops accepting new bookings and appears as “Full” on the booking page.

4. Configure Privacy Between Invitees

Group events let attendees see each other’s names by default. Toggle off if you want:

• Show invitee list to attendees. If on, all attendees see a list of who else is coming on the booking confirmation. If off, names are private.

Common choices: – Workshops and office hours: show names on. Helps the group feel like a community. – Therapy or sensitive coaching: show names off. Privacy is essential.

5. Set The Schedule And Availability

Same as any event type. The schedule decides what slots are offered; max attendees decides how many can book each slot.

6. Picking The Right Conferencing Tool For Groups

For groups, the meeting tool matters:

• brandID Meet. Up to 50 attendees out of the box. Best for casual group sessions.
• Zoom. Up to 100 or 500 attendees depending on your Zoom plan. Best for larger workshops.
• Google Meet. Up to 100 attendees on most Google Workspace plans.

Connect the right tool and pick it as the location.

7. Test The Group Flow

Open your event in an incognito window and “book” two test invitees at the same slot using two different emails. Confirm: – Both bookings appear on your dashboard. – Both invitees receive the same confirmation email. – The calendar event shows both attendees. – The slot shows the right “X of Y spots taken” count.

8. When To Use Webinars Instead

If your group event is recurring on a specific date (a launch webinar, a quarterly training) and you want stronger registration handling, use the Webinar event kind instead. Group is better for ongoing, ad-hoc group sessions where invitees pick whichever slot works.

A round-robin event distributes bookings across multiple team members on a rotation. It is the standard pattern for sales teams handling inbound demos and support teams routing initial calls. Available on Elite.

1. Create A New Event Type

Click + New event type and pick Round-Robin. The editor opens with team-pool options.

2. Add Team Members To The Pool

In the Hosts tab, click + Add host. Select each team member you want to include in the rotation.

– An active Bookme account.

– Their own availability schedule set.

– The right conferencing tool connected (Zoom, Google Meet, etc.).

Otherwise their slots will be missing or fall back to brandID Meet.

3. Pick A Routing Strategy

The routing strategy decides which team member gets the next booking when multiple are available:

• Least-recently-booked (default). The host whose last assigned meeting is oldest gets the next one. Spreads bookings evenly.
• Random. Uniformly random selection. Easier for very small teams.
• Load-balanced. Hosts with the fewest total bookings get priority.

4. Decide Whether Invitees Can Pick A Host

By default, the invitee sees the round-robin slot pool and Bookme assigns the host automatically. You can also let the invitee pick a specific host:

• Auto-assign (default). Invitee sees time slots only; host is decided behind the scenes.
• Let invitee pick. Invitee sees a “Pick your host” step before time slots. The picked host’s availability is shown.

Auto-assign is the more common choice because it forces fair distribution.

5. Set Schedule And Buffers

Each team member uses their own availability schedule. Bookme intersects: – The host’s schedule. – The host’s connected calendar busy times. – The event-level constraints (duration, buffer, minimum notice).

A slot is offered only if at least one host in the pool is free.

6. Conferencing

Pick the conferencing tool for the event. If you choose Zoom, every team member needs Zoom connected. If you choose Google Meet, every team member needs Google Calendar connected.

7. Handle Reschedules And Cancellations

By default, when a booking is rescheduled or cancelled, the same host stays assigned (so the invitee deals with the same person). If you want the rotation to fully reset, set Reset host on reschedule to Yes.

8. Test The Round-Robin

Open the event in an incognito window. Book a few times in a row with different test emails. Confirm: – Different hosts get assigned (least-recently-booked working). – Each booking lands on the right host’s calendar. – Confirmation emails reflect the assigned host’s name, photo, and contact info.

A collective event books multiple hosts onto every meeting. The classic example is a sales rep plus a solutions engineer running a demo together. Available on Elite.

1. Create A New Event Type

Click + New event type and pick Collective.

2. Configure The Host Pools

A collective event uses two pool types:

• Required pool. Every host listed must be free for a slot to be offered.
• Rotating pool. One host from this group is picked per booking (like round-robin within the collective).

You can have multiple pools of each type.

3. Example Setups

Sales co-sell: – Required pool: the assigned account executive. – Rotating pool: 3 solutions engineers. – Result: every meeting has the AE plus one SE, rotating fairly.

Panel interview: – Required pool: the hiring manager. – Rotating pool 1: 2 senior engineers. – Rotating pool 2: 2 product managers. – Result: every interview has the hiring manager plus one senior engineer plus one PM.

Founder demo: – Required pool: the founder. – Rotating pool: 2 customer success managers. – Result: every demo has the founder plus one CSM.

4. Slots Are Intersection-Only

A slot is shown to the invitee only when: – Every host in every required pool is free. – At least one host in each rotating pool is free.

This means collective events often have fewer available slots than 1:1 events. That is by design.

5. Calendar Invite And Emails

When a collective event is booked: – The invitee receives one confirmation email listing all hosts. – Each host gets a separate calendar invite with the meeting. – The meeting URL (Zoom, Google Meet, brandID Meet) is shared between all hosts and the invitee.

6. Reschedule Behavior

When the invitee reschedules: – The original hosts stay assigned (no re-roll on rotating pools). – The new time must also fit all required hosts and at least one in each rotating pool.

7. Test The Collective Flow

Book a test slot. Confirm: – Every required host shows on the calendar event. – The picked rotating host(s) show up. – The single meeting URL works for everyone. – Reminders fire for the invitee and all hosts.

A webinar event type is a scheduled, one-to-many broadcast where invitees register, get reminders, and all join at the start time. Available on Elite.

1. Create A New Event Type

Click + New event type and pick Webinar.

2. Set The Webinar Details

Webinar-specific fields:

• Title (e.g. “Q3 Product Launch Webinar”).
• Date and time (one specific moment in your time zone).
• Duration.
• Description (Markdown supported; this becomes the registration page body).
• Max registrants (defaults to unlimited).
• Registration closes at. Defaults to the start time; some hosts set it to 1 hour before to give them time to prep.

3. Pick A Hosting Tool

For a webinar:

• Zoom Webinars is the standard for 100 plus attendees. Connect your Zoom account; pick “Zoom Webinar” as the location.
• Zoom Meeting works fine for under 100.
• Google Meet works up to your Workspace plan’s cap (100 to 500).
• brandID Meet caps at 50.

4. Add A Registration Form

Open the Questions tab and add fields to collect from each registrant:

• Name (always collected).
• Email (always collected).
• Company.
• Job title.
• Question they hope to get answered.
• Custom fields specific to your webinar.

These answers are exported to your dashboard and can be passed to your CRM via webhook.

5. Configure Reminders

The webinar event type comes with three default reminders:

• 1 week before: “You’re registered for [Title].”
• 24 hours before: “Reminder: [Title] is tomorrow.”
• 1 hour before: “Reminder: [Title] starts in 1 hour. Join here: [link].”

Edit them under the Workflows tab.

6. Promote The Webinar

The webinar gets a unique registration URL (bookme.brandid.app/webinar/your-slug). Share it: – On your website with an embed widget. – In email blasts to your list. – On LinkedIn, X, Instagram, and YouTube. – Via paid ads (the URL works as a landing page on its own).

7. Day-Of: Start The Webinar

At the start time, every registrant gets a “Join now” email with the meeting link. You join the meeting from your dashboard or directly via the meeting URL.

8. After The Webinar

Bookme automatically: – Records attendance (who joined, for how long). – Saves the recording (if you enabled recording in your conferencing tool). – Lets you send a follow-up email to all registrants (attended or not) with a single click.

These three settings together control the shape of every slot offered for an event type. They live in the event editor’s main tab.

1. Duration

How long the meeting lasts in minutes. Bookme supports presets of 5, 10, 15, 20, 30, 45, 60, 75, 90, 120, and a custom value.

Pick the smallest duration that lets you do good work. Most “60-minute discovery calls” finish in 35. Shorter durations mean more bookable slots in a day.

2. Buffer Before And After

Padding around each booking that cannot be booked over. Useful if you need:

• Prep time before a call (review notes, get coffee).
• Decompression time after a call (write up notes, switch context).
• Travel time for in-person meetings.

Defaults are 0. Common choices: – 5 to 15 minutes for back-office prep. – 15 to 30 minutes for in-person travel. – 0 if your calendar is already packed and you handle buffer mentally.

3. Minimum Notice

The shortest gap between “right now” and the start of a bookable slot. Common values:

• 15 minutes for support reps and high-availability roles.
• 1 hour (default) for most professional contexts.
• 24 hours for hosts who need a full business day to prep.
• 48 hours for hosts with very few openings.

A 1-hour minimum means: if it is 2:00 PM right now, the earliest bookable slot is 3:00 PM. Bookme rounds up to the next slot boundary on your schedule grid.

4. Maximum Days Ahead

How far into the future invitees can book. Defaults to 60 days. Useful caps:

• 7 days for very active sales pipelines (forces decisions fast).
• 30 days for most coaching and consulting.
• 60 to 90 days for high-touch enterprise sales cycles.

The longer the window, the more slots invitees can pick from, but the higher the risk of a far-future booking falling through.

5. Daily Limit

The maximum number of times this event can be booked per day. Leave blank for unlimited.

Common uses: – 3 to 5 for paid coaching sessions to avoid burnout. – 2 for high-touch consulting. – Unlimited for short low-prep events.

When the daily limit is hit, remaining slots that day are hidden from the booking page.

6. Slot Length On The Grid

By default, Bookme generates slots on 15-minute boundaries (9:00, 9:15, 9:30, 9:45, 10:00, etc.). You can switch to: – 30-minute boundaries. Slots at :00 and :30 only. – Custom interval. Any value in 5-minute multiples.

A larger slot interval makes the booking page feel less overwhelming for invitees and forces meetings into natural time blocks.

Bookme lets you cap the number of bookings per day, per week, or per event type total. Caps prevent burnout, protect prep time, and let you experiment with scarce-capacity events.

1. Daily Limit

Open the event editor, then Availability tab. Set:

• Max bookings per day. When this number is reached for a given calendar day, the remaining slots are hidden from invitees.

Example: a “60-minute paid coaching” event with Daily limit = 3 means once 3 sessions are booked for Monday, no more Monday slots appear on the booking page (other days still show normally).

2. Weekly Limit

The same Availability tab also has:

• Max bookings per week. Total bookings of this event across an entire week (Monday to Sunday).

Useful when you can take, say, 8 paid sessions per week and want Bookme to spread them naturally rather than letting one day fill up at the expense of others.

3. Lifetime / Total Cap

For limited-run events:

• Max bookings total. Once this number is hit across all time, the event stops accepting new bookings.

Useful for: – Limited cohorts (“First 20 founders book here”). – Beta seats. – Launch-week offers.

4. How Caps Interact

If you set multiple caps, the stricter one wins. With both Daily = 3 and Weekly = 8, a Monday with 3 already booked is full for the day even though the week is under the weekly cap.

5. What Invitees See When A Cap Is Hit

When the daily cap is hit, that day is greyed out on the calendar picker. When the weekly cap is hit, the whole week is greyed out. When the lifetime cap is hit, the event page shows a “Fully booked” notice.

6. Caps Across Round-Robin Pools

For round-robin events, the daily / weekly caps apply per host, not per event. If you set a daily cap of 3 on a round-robin event with 4 reps, the event can take up to 12 bookings per day (3 per rep).

To cap the total bookings across the whole pool, use the Pool-wide cap field (Elite plan only).

Duplicating an event type copies every setting (duration, location, intake form, workflows, pricing) into a new event. It is the fastest way to set up a similar event without re-entering everything.

1. Find The Event To Duplicate

Go to Event types in the sidebar. Hover over the event you want to copy and click the three-dot menu on the right.

2. Click Duplicate

Pick Duplicate from the menu. A copy is created instantly with these defaults:

• Title prefixed with “Copy of.” (e.g. “Copy of 30-Minute Intro Call.”)
• URL slug suffixed with -copy. (e.g. /book/yourname/intro-copy.)
• Active toggle is set to off so the copy does not appear on your booking page until you finish editing.

3. Edit The Copy

The duplicate opens in the event editor. Update at minimum:

• Title. Replace “Copy of X” with something descriptive.
• URL slug. Pick something memorable.
• Description. Adjust if the use case differs.

Then save and toggle Active on.

– Duplicate “30-Minute Intro Call” into “15-Minute Quick Chat”, same flow, shorter duration.

– Duplicate “Free Discovery Call” into “Paid Strategy Session”, same flow, add a price.

– Duplicate a working sales call into one for each rep in a non-round-robin team.

4. What Gets Copied

The duplicate inherits: – Duration, buffer, minimum notice, max days ahead. – Location (brandID Meet, Zoom, Google Meet, etc.). – Schedule and availability settings. – Intake form questions. – Workflows assigned to the original. – Pricing (price, currency, refund policy), toggled off by default for safety.

5. What Does Not Get Copied

• Bookings. A new event has zero history.
• Active status. Always starts off.
• Direct URL of the original. A new slug is generated.

6. Bulk Duplicate For Teams

On Elite, you can clone an event across multiple team members at once. Pick Duplicate to team member from the menu and select recipients. Each gets their own copy, scoped to their availability.

Bookme has three event-type states. Each one means a slightly different thing for what shows on your booking page and how the event can be booked.

1. Active

The default state. An active event: – Appears on your booking page. – Can be booked via the direct URL. – Counts toward your plan’s active-event-types limit (if any).

Toggle Active on under the event editor’s status switch (top of the page).

2. Hidden (Active But Unlisted)

A hidden event is active but does not show on your public booking page. It is still bookable by anyone with the direct URL.

To hide: – Open the event editor. – Under the Advanced tab, set Visibility to Unlisted.

Use hidden for: – Private sessions with specific clients. – Beta events you want to test before public launch. – One-off offers shared via email only.

3. Archived

Archived events are fully out of circulation: – Not on your booking page. – Not bookable via direct URL (the URL returns “Event no longer available”). – Kept in the database so past bookings retain their context.

Use archived for events you no longer offer and do not plan to bring back.

To archive: – From the event types list, click the three-dot menu and pick Archive. – Or in the editor, set Status to Archived.

4. The Difference Between Inactive And Archived

• Inactive (Active toggle off) keeps the event editable and quickly restorable.
• Archived keeps history but removes editing and direct access.

For an event you might want to bring back next quarter, use Inactive. For an event you are done with, use Archived.

5. Filter Events By Status

On the event types list, use the Status filter to show only Active, Hidden, or Archived events. Default view shows Active and Hidden together (your “live” inventory).

6. Restoring Archived Events

Yes, you can unarchive any archived event. Open the Archived view, find the event, and click Restore. Its old URL begins working again (provided no one has registered a new event with the same slug in the meantime).

Yes. On the Elite plan with team booking pages, the same event type can appear on multiple pages, each with its own URL but pointing to the same underlying configuration.

1. The Use Case

You might want to: – Show “30-Minute Demo” on your sales team’s booking page AND on the main marketing site. – Show “Office Hours” on a team page AND on each individual host’s page. – Reuse a paid “Strategy Session” across multiple landing-page experiments.

Without page-level reuse you would have to duplicate the event, which makes future edits painful.

2. How To Enable

Open the event editor. Under the Advanced tab, find Booking pages. A multi-select dropdown lists every booking page in your workspace. Tick the pages you want this event to appear on.

3. URL Per Page

Each booking page gets its own URL for the event: – meet.acme.com/intro-30 (main page) – meet.acme.com/sales/intro-30 (sales team page) – meet.acme.com/support/intro-30 (support team page)

The same event editor controls all of them.

4. Edit Once, Update Everywhere

Change the duration in one place; every page’s version updates. There is no “fork” between pages. This is the main reason to use this feature instead of duplicating.

5. Per-Page Overrides (Limited)

A few things can be customized per page without forking the whole event: – Display name (e.g. “30-Min Intro” on one page, “Quick Chat” on another). – Description. – Color and icon.

Open the Per-page overrides subsection in the Advanced tab.

6. When To Duplicate Instead

If two “versions” of an event need different durations, different intake forms, or different prices, duplicate the event rather than trying to share. The shared-event pattern is best when the underlying meeting is truly identical and only the presentation differs.

Every event type can have its own color, icon, and cover image. These show up on your booking page and inside calendar invites.

1. Color

In the event editor, the Color field (top of the page) takes any hex value or a pick from the preset palette.

Where it shows: – Event card background or accent on your booking page. – Calendar event color in your connected Google or Outlook calendar. – Email accent on outgoing reminders for this specific event.

Default is your brand color. Override per event when it helps visually distinguish (sales-related events in one color, internal-only in another).

2. Icon

On templates that show icons (Modern, Bento, Corporate), each event has an icon slot. Click Pick icon in the event editor; choose from Bookme’s library of 60+ icons (phone, video, person, group, dollar, chart, etc.) or upload a custom SVG.

3. Cover Image (Bento, Modern Templates)

Some templates support a large cover image per event. Click Upload cover in the editor.

Requirements: – PNG, JPG, or WebP. – At least 1200 pixels wide. – 3:2 or 16:9 aspect ratio for best results. – Up to 5 MB.

Cover images make event cards feel like product cards in a marketplace and significantly raise booking-page click-through rates.

4. Where Cover Images Are Used

• The event card on your booking page.
• The direct event URL when shared on Slack, Twitter, LinkedIn (the cover becomes the link preview).
• OG meta tags for the event URL.

5. Color And Icon In Calendar Invites

Calendar invite events inherit the event color. Google Calendar shows the color as the event background; Outlook shows it as a small color bar. The icon does not transfer to calendars.

6. Switching Templates Mid-Customization

If you switch your booking page template from one that shows cover images (Bento) to one that does not (Minimal), the cover images stay saved but are not displayed. Switch back later and they reappear.