Getting Started

Bookme is a scheduling platform that lets you share a single booking link so clients, prospects, candidates, or anyone you meet with can pick a time without back-and-forth email. It is part of the brandID family of creator and business tools.

1. What Bookme Does

Bookme replaces the “what time works for you” email chain with a single shareable link. The person you want to meet picks a slot from your real-time availability, fills in a short form, and gets a calendar invite with the meeting link already attached. You get the booking written to your calendar and a confirmation email.

2. The Three Core Pieces

Every Bookme account has three building blocks:

• Event types are the meetings you offer (a 30-minute intro call, a paid coaching session, a team demo). Most hosts have 3 to 5.
• Availability is when you take meetings (your weekly hours plus any one-off date overrides).
• Workflows are the automated emails that fire before and after each booking (reminders, follow-ups, no-show messages).

You set these up once. After that, every booking flows through them automatically.

3. Who Bookme Is Built For

Bookme works for anyone whose job involves meetings. The most common roles are:

• Coaches and consultants running discovery calls and paid sessions.
• Sales teams taking inbound demo requests on a round-robin rotation.
• Recruiters scheduling candidate interviews across multiple interviewers.
• Support and customer success booking onboarding calls or office hours.
• Agencies running client check-ins across a team.

4. How Bookme Fits With Your Other Tools

Bookme connects to:

• Calendars: Google Calendar, Outlook / Microsoft 365, iCloud, and any CalDAV calendar.
• Conferencing: brandID Meet (built in), Zoom, and Google Meet.
• Payments: Stripe and PayPal.
• Anywhere else via webhooks if you want bookings to flow into a CRM, Slack, or your own database.

Two-way calendar sync means Bookme reads your existing events to prevent double-bookings, and writes new bookings into your calendar of choice.

5. Plans At A Glance

Bookme has three plans:

• Free forever, with one event type and core features.
• Pro for individual hosts who need unlimited event types, workflow customization, and paid bookings without the platform fee.
• Elite for teams, with round-robin, collective, webinars, custom domains, and team management.

The full feature comparison lives on the pricing page at bookme.brandid.app/pricing.

6. Getting Started

The fastest way to learn Bookme is to use it. Sign up at bookme.brandid.app, finish the 60-second onboarding, and share your link with one person. Once you have your first real booking on the calendar, the rest of the platform makes more sense.

Creating your Bookme account is a fast, three-step process: sign up, verify your email, and complete the short onboarding so your booking page is ready to share. Here is a step-by-step guide.

1. Sign Up On Bookme

Go to bookme.brandid.app and click Sign Up in the top right corner.

You can sign up two ways: – Email and password. Enter your full name, email, and a password. – Continue with Google. Fastest option; uses your Google identity and pre-fills your name and email.

2. Verify Your Email (Email Sign-Ups Only)

A six-digit code is sent to your inbox. Enter it on the verification screen to confirm your address and proceed. The code expires after 15 minutes, so check your spam folder if it does not arrive within a minute.

Note: If you signed up with Google, this step is skipped automatically. Google has already verified your address with Bookme.

3. Pick Your Bookme Username

Your username becomes the URL of your public booking page:

bookme.brandid.app/book/your-username

This is the link you will share with clients, embed on your website, and add to your email signature. Pick something short, professional, and easy to type. You can change it later, but old links will stop working, so choose carefully.

4. Complete The Onboarding Questions

Bookme will ask a few short questions so it can set sensible defaults on your behalf. The onboarding includes:

• Your role. Coach, consultant, sales, recruiter, agency, support, or other. This decides which event types are pre-created for you.
• Your time zone. Auto-detected from your browser; correct it if you travel or use a VPN.
• Your default availability. Pick the days and hours you generally take meetings (you can refine this later).
• Your default meeting type. brandID Meet, Zoom, Google Meet, Phone, or In-Person.
• Your brand color. Picks the primary color for your booking page; defaults to coral.

5. You’re In, Welcome To Your Dashboard

Once onboarding is complete, you are dropped into your Bookme dashboard. You will see four things by default:

• A 30-minute Intro Call event type, ready to share.
• Your default availability schedule.
• Four reminder workflows (24-hour reminder, 1-hour reminder, post-meeting check-in, post-meeting follow-up) already turned on.
• A welcome banner with a “Copy your booking link” button so you can share immediately.

You can start taking bookings right now. The next thing most hosts do is connect Google Calendar so Bookme can prevent double-bookings against your existing schedule.

Bookme asks for very little to get started. You can be taking bookings in under three minutes, and you can refine every setting later.

1. The Absolute Minimum

Just three things are required to create the account itself:

• A working email address. Used for sign-in and to send you booking notifications.
• A password. Or your Google account, if you chose Continue with Google.
• A username. This becomes the URL of your booking page (bookme.brandid.app/book/your-username).

That is everything Bookme needs to let you in.

2. Soft-Required During Onboarding

The onboarding flow asks five more questions. None are strictly mandatory, but skipping them means Bookme cannot set sensible defaults:

• Your full name. Shown on your booking page and inside emails to invitees.
• Your role. Coach, consultant, sales, recruiter, agency, support, or other.
• Your time zone. Detected from your browser; fix it if wrong.
• Default availability. A simple week-view picker (Monday to Friday, 9 to 5 by default).
• Default conferencing tool. brandID Meet, Zoom, Google Meet, Phone, or In-Person.

You can change any of these later from Settings, so do not feel locked in.

3. Optional Profile Details (Added After Sign-Up)

Once inside the dashboard, you can enrich your profile with:

• A profile photo (PNG or JPG, up to 5 MB).
• A short bio (up to 500 characters).
• A tagline (up to 120 characters).
• Your brand color and logo.
• Contact channels for use in workflow emails (WhatsApp, Telegram, LinkedIn, phone, website).

4. What Bookme Does Not Ask For

Bookme does not ask for your phone number, credit card, or ID document during sign-up. A payment method is only collected if you upgrade to a paid plan. ID verification is never required.

5. Two-Factor Authentication

For accounts that handle paid bookings or sensitive client data, turn on two-factor authentication under Settings, then Security. You can use any TOTP app like 1Password, Google Authenticator, or Authy.

Email verification confirms that the address you signed up with belongs to you. It happens during sign-up and takes about 30 seconds.

1. When Verification Is Needed

Email verification fires automatically the first time you sign up with an email and password. If you signed up with Continue with Google, verification is skipped entirely because Google has already verified your address with Bookme.

2. Open The Verification Email

Within a minute of signing up, Bookme sends a message from [email protected] with the subject “Verify your email to start using Bookme.” Open it and copy the six-digit code, or click the verify button which auto-fills the code for you.

3. Enter The Code

Paste the code into the verification field on the Bookme tab and click Verify. You will be taken straight to onboarding.

4. If The Email Did Not Arrive

Three quick fixes solve 95 percent of missing-verification-email issues:

• Check your spam or promotions folder. Search for “Bookme” or “[email protected].”
• Wait 60 seconds. Most messages arrive in under 10 seconds, but some inboxes (especially corporate Outlook) hold messages for up to a minute.
• Click “Resend code” on the verify page. The original code is invalidated and a new one is sent.

5. Code Expired Or Invalid?

Codes are valid for 15 minutes. If yours expired, click Resend code to get a fresh one. If you keep getting “Invalid code” even immediately after the email arrives, double-check you are copying all six digits with no spaces.

6. Verification Done, What Next?

Once verified, you are taken to onboarding. After onboarding, you land in the dashboard with your first event type ready to share. From here the next two best moves are connecting your calendar and customizing your booking page.

Your Bookme account becomes “ready to share” once a small set of milestones are checked off. Bookme tracks these for you with a setup progress card on your dashboard.

1. The Four Required Milestones

Bookme considers your account complete when:

• Your email is verified. Done automatically if you signed up with Google.
• Your username is set. Required during onboarding; this is your booking page URL.
• You have at least one active event type. A default 30-minute Intro Call is created for you automatically.
• You have at least one availability schedule. Created during onboarding from your “default availability” answer.

If all four are green on the setup progress card, your booking page works. Try it: open bookme.brandid.app/book/your-username in an incognito window.

2. The Three Strongly Recommended Milestones

Your account works without these, but most hosts complete them within their first day:

• Connect Google Calendar (or Outlook / iCloud). Prevents double-bookings against your existing calendar. Without this, Bookme has no idea what your real availability looks like.
• Add a profile photo. Booking pages with a photo see noticeably higher booking completion rates than pages without.
• Customize your booking page colors and bio. Defaults are fine, but a page that looks like your brand inspires more trust.

3. Optional Milestones (Power Users)

Add these as your usage grows:

• Connect Zoom or Google Meet if you want bookings to use those tools instead of brandID Meet.
• Connect Stripe or PayPal to charge for sessions.
• Add intake form questions to qualify bookings before the meeting.
• Build out custom workflows for branded reminders and follow-ups.
• Invite team members if you are on Elite.

4. How To Know You Are Truly Live

The single best test is to ask someone real (a friend, a partner, a teammate) to book a test slot. Watch what they see, time how long they take, and ask if anything was confusing. Most hosts spot one or two things to polish that they would never have found themselves.

Your username becomes the URL of your booking page: bookme.brandid.app/book/your-username. Pick it carefully because the link goes on email signatures, business cards, and websites.

1. The Rules

Your username must:

• Be between 3 and 30 characters.
• Contain only lowercase letters, numbers, and dashes.
• Start with a letter (not a number or dash).
• Not match any of Bookme’s reserved words (admin, settings, book, api, dashboard, login, signup, support, help, blog, pricing, terms, privacy, and others).
• Be globally unique. Bookme tells you in real time whether a name is taken.

2. Picking A Good Name

The best usernames are:

• Short. Under 15 characters. Easier to type, easier to remember.
• Personal or brand-aligned. Your real name (sarah-chen), your business name (acme-coaching), or a short handle (sarahcoach).
• Lowercase, with optional dashes. Avoid underscores. They are technically allowed but look outdated.
• Stable. Pick something that will still feel right two years from now.

3. Examples That Work

• jamesli
• maria-ux
• acme-team
• coach-david
• chen-consulting

4. Examples To Avoid

• xX_meeting_master_Xx (informal, hard to share verbally)
• meet_with_me_for_real (too long, underscores)
• 30min (starts with number; not allowed)
• bookmewith (too generic; redundant)

5. Can You Change It Later?

Yes, but with a catch. You can change your username any time under Settings, then Profile. When you do, the old URL stops working immediately. Anyone who saved your previous link, or has it embedded on their website, sees a 404.

6. Custom Domains (Elite Plan)

On the Elite plan, you can ditch the bookme.brandid.app domain entirely and use a custom domain like meet.yourbrand.com. See Can You Use A Custom Domain Instead Of bookme.brandid.app? for setup.

You can move between Bookme plans any time. Upgrades are immediate; downgrades take effect at the end of your current billing period.

1. See Your Current Plan

Go to Settings, then Billing. Your current plan is shown at the top with the next renewal date and a list of included features.

2. Upgrade To Pro Or Elite

Click Upgrade next to the plan you want. The checkout flow asks for:

• Billing cycle. Monthly or annual (annual is roughly two months free).
• Payment method. Card or PayPal.
• Billing email. Where invoices are sent (defaults to your account email).

Once payment goes through, the upgrade is instant. New features unlock immediately.

3. Downgrade To A Lower Plan

Click Downgrade on the Billing page. Pick the new plan and confirm. The downgrade is scheduled for the end of your current period.

Until the period ends, you keep all the features of your current plan. After the period ends:

• Pro to Free: Extra event types are deactivated (not deleted). Custom workflow templates remain but stop firing. Paid bookings stop being accepted.
• Elite to Pro: Team members are deactivated. Round-robin and collective event types stop accepting new bookings. Existing bookings are preserved.

4. Cancel Your Subscription

At the bottom of the Billing page, click Cancel subscription. Your access continues until the end of your billing period, after which you drop to the Free plan automatically.

5. The 14-Day Pro Trial

If you are on Free, you can start a 14-day Pro trial any time by clicking Try Pro for 14 days. No card is required to start the trial; if you do not add a payment method before day 14, you drop back to Free automatically.

Note: The trial includes every Pro feature, including unlimited event types, custom workflows, and zero platform fees on paid bookings. Use it to test the upgrade before committing.

6. Refunds

Bookme refunds annual subscriptions on a pro-rated basis if you cancel within the first 30 days. Monthly subscriptions are not refunded once charged. Email [email protected] to request a refund.

One email address can be linked to one Bookme account. If you need more than one account (separate work and personal scheduling, for example), you have a few options.

1. Why The One-Email Rule Exists

Bookme uses your email as your primary identifier for sign-in, recovery, and notifications. Allowing the same address to log into multiple accounts would create a confusing experience: which inbox gets the booking email, which dashboard opens when you click a link?

2. Workaround 1: Use A Plus-Alias (Gmail And Outlook)

Gmail and Outlook treat addresses with a plus sign as aliases of the same inbox. Bookme treats them as different addresses.

For example, if your email is [email protected]: – [email protected] creates a separate Bookme account. – [email protected] creates another. – All booking notifications still arrive in your [email protected] inbox.

This is the easiest workaround if you only need 2 or 3 accounts.

3. Workaround 2: Use Different Real Addresses

If you have separate work and personal email addresses, use each for its own Bookme account. This is the cleanest option for permanent setups (a personal coach account on a personal email, a corporate account on a work email).

4. Workaround 3: Teams On Elite

If you are setting up Bookme for a team where multiple people need their own accounts, do not create separate Bookme accounts manually. Instead, sign up once on Elite and invite the others as team members under Settings, then Team.

Each team member gets their own account, their own booking page, and their own login. Billing is consolidated on the owner’s account.

5. Changing Your Email

You can change the email on an existing account under Settings, then Account. You are asked to verify the new address before the change takes effect. Once changed, the old address is freed up and can be used to create a new account.

Your profile controls how your booking page looks to invitees, plus the contact channels that can be used as merge variables in your workflow emails.

1. Open Your Profile

Click your avatar in the top right corner of the dashboard, then click Settings. The first tab, Profile, is where everything lives.

2. Identity And Branding

At the top of the Profile tab you can update:

• Display name. Shown on your booking page and in emails to invitees (e.g. “Sarah Chen”).
• Username. The URL slug of your booking page (changing this breaks old links, see the warning below).
• Tagline. A short phrase under your name (up to 120 characters).
• Bio. A longer paragraph explaining what you do (up to 500 characters).
• Profile photo. PNG or JPG up to 5 MB. Square images render best.
• Brand color. Used for buttons, accents, and the event-type color picker.
• Brand logo. Optional; shown in the header of your booking page and in workflow emails.

3. Contact Channels

Below the branding section, you will see a Contact channels block. These are optional but exposed as merge variables in your workflow emails:

• Email. Pulled automatically from your account email. Used by {{host_email}}.
• WhatsApp number. Used by {{host_whatsapp}}. Include the country code.
• Telegram handle. Used by {{host_telegram}}. Include the @ if you want it shown.
• LinkedIn URL. Used by {{host_linkedin}}. Full profile URL.
• Phone number. Used by {{host_phone}}. Include the country code.
• Website URL. Used by {{host_website}}. Full URL.

Add only the channels you want to share. Empty fields render as empty strings in emails.

“Reach me at {{host_email}}, on WhatsApp at {{host_whatsapp}}, or LinkedIn at {{host_linkedin}}.”

If you fill all three fields, the email writes itself.

4. Time Zone And Locale

Below contact channels:

• Time zone. Used to interpret your availability hours. Change if you move or travel for an extended period.
• Country. Used for tax and payment routing if you take paid bookings.
• Locale. Date and time format on your booking page (e.g. 12-hour or 24-hour clock).

5. Save Your Changes

Click Save changes at the bottom of the page. Changes apply immediately to your booking page and to any new emails sent by Bookme.

Inviting team members is available on the Elite plan. Each member gets their own login, booking page, and event types. Billing rolls up to the workspace owner.

1. Open The Team Tab

Go to Settings, then click the Team tab. You will see a list of current members and any pending invitations.

2. Click + Invite Member

Click + Invite member in the top right. Fill in:

• Email address. Where the invitation is sent.
• Role. Owner, admin, manager, or member (see the next article for what each role can do).
• (Optional) Welcome message. Adds a personal note to the invitation email.

3. Send The Invitation

Click Send invitation. Your teammate receives an email with a one-click link to join the workspace. The link is valid for 7 days.

4. What Happens After They Accept

Once accepted:

• Their seat is counted on your Elite subscription (you are billed for one extra seat from the next invoice).
• Their booking page is at bookme.brandid.app/book/their-username with their own URL.
• They can be added to round-robin pools and collective events under your existing event types.
• They can be put on a shared team booking page if your workspace has one set up.

5. Roles And Permissions At A Glance

Quick summary; full table in the next article:

• Owner. You. Full access, billing, can delete the workspace.
• Admin. Everything except billing and workspace deletion.
• Manager. Manages event types and team members, no billing access.
• Member. Manages their own profile, event types, and bookings only.

6. Remove Or Reassign A Team Member

Click the three-dot menu next to a member and pick Remove from workspace or Change role.

When you remove a member: – Their future bookings can be reassigned to another team member or cancelled (Bookme asks). – Their past bookings stay in the workspace history as a record. – Their seat is freed and the next invoice charges one less seat.

Bookme has four team roles. Each role is a preset bundle of permissions. You set a member’s role when you invite them and change it any time under Settings, then Team.

1. Owner

The workspace owner. There is exactly one per workspace, normally the person who created it.

Owner can: – Everything below. – Manage billing and subscription plan. – Transfer ownership to another member. – Delete the workspace entirely.

You cannot change your own role from Owner; you must transfer ownership first.

2. Admin

A trusted teammate who can manage almost everything except billing.

Admin can: – Invite and remove members. – Change any member’s role (except owner). – Create, edit, and delete event types for any member. – Edit any member’s availability and workflows. – View all bookings across the workspace.

Admin cannot: – See or change billing details. – Cancel or downgrade the subscription. – Delete the workspace.

3. Manager

A teammate who manages event types and team operations, often used for ops or sales-team leads.

Manager can: – Create, edit, and assign round-robin and collective event types. – View all bookings across the workspace. – Invite new members (with role lower than or equal to manager).

Manager cannot: – Manage billing. – Change admin or owner roles. – Delete other members’ personal event types.

4. Member

A regular team user. The default role for new invites.

Member can: – Manage their own event types, availability, and workflows. – Manage their own bookings. – Be added to round-robin pools and collective events. – Appear on the team booking page.

Member cannot: – See other members’ personal event types or bookings. – Invite new members. – Access billing.

5. Quick Role Comparison Table

| Capability | Owner | Admin | Manager | Member | |—|—|—|—|—| | Manage billing | Yes | No | No | No | | Delete workspace | Yes | No | No | No | | Invite or remove members | Yes | Yes | Yes (limited) | No | | Edit team round-robin events | Yes | Yes | Yes | No | | Edit own event types | Yes | Yes | Yes | Yes | | Edit other members’ events | Yes | Yes | No | No | | View all bookings | Yes | Yes | Yes | No |

6. Changing A Role

Open Settings, then Team. Click the three-dot menu next to a member and pick Change role. Promotion or demotion is immediate; the member sees their new options on their next dashboard load.

You can change the email tied to your Bookme account and fine-tune which notifications you receive. Both live under Settings.

1. Change Your Account Email

Go to Settings, then Account. Click Change email.

You will be asked to: – Enter the new email address. – Confirm with your current password. – Verify the new address with a six-digit code sent to the new inbox.

Once verified, the change is complete and the old address is freed up to register another account.

2. Why You Might Want To Change Email

Common reasons: – You signed up with a typo. – You are switching from a personal to a work address (or vice versa). – The old address is being deprecated by your employer.

You do not lose any data, event types, bookings, or settings when you change your email.

3. Notification Preferences

Open Settings, then Notifications. You can toggle each category independently:

• New booking confirmations. Email when someone books a meeting.
• Booking changes. Email when an invitee reschedules or cancels.
• Reminder digests. Daily summary of upcoming meetings.
• Post-meeting check-ins. The “How did your meeting go?” email with action buttons.
• Product updates. Occasional emails about new Bookme features.
• Tips and best practices. Lower-frequency educational emails.

4. Where Notifications Are Sent

By default, all notifications go to your account email. If you want booking notifications to go elsewhere (e.g. to your assistant), open the Booking notifications email field and enter a different address. This applies only to booking notifications, not security or billing emails.

5. Unsubscribe Links In Emails

Every Bookme email includes an Email preferences link in the footer that takes you straight to this Notifications page. Use it instead of clicking your inbox’s spam button, which can damage Bookme’s deliverability for everyone.

Deleting your Bookme account is permanent. Before you delete, make sure you have downloaded anything you want to keep.

1. Before You Delete

Deletion is irreversible. Once your account is gone: – Your booking page returns a 404. – All upcoming bookings are cancelled and invitees are notified. – Your event types, workflows, intake forms, and history are deleted. – Your username is freed up immediately (someone else can register it).

If any of those would cause you problems, consider:

• Downgrading to Free to keep your data without paying.
• Pausing the subscription by emailing [email protected].
• Exporting your booking history under Settings, then Bookings, then Export.

2. Open The Account Tab

Go to Settings, then Account. Scroll to the bottom; you will see a Danger zone section with a red border.

3. Click Delete Account

Click the Delete my account button. A confirmation modal opens asking you to:

• Type DELETE in capital letters to confirm.
• Re-enter your password.
• Optionally, share a reason in the Why are you leaving? field (helps Bookme improve).

4. Confirm

Click Delete account permanently. Within seconds: – You are logged out. – Your booking page goes offline. – A confirmation email is sent to your old account email. – All upcoming bookings are cancelled and invitees notified by email.

5. What If You Change Your Mind?

Account deletion is final and cannot be undone. There is no 30-day grace period. If you delete by accident, contact [email protected] within 24 hours; in some cases, partial restoration may be possible from backups, but it is not guaranteed.

6. Data Retention After Deletion

After deletion: – Personal data is removed from Bookme’s active systems within 24 hours. – Anonymized booking metadata may be retained for compliance and tax purposes for up to 7 years. – Backups containing your data are rotated out within 30 days.

Full details are in Bookme’s privacy policy at bookme.brandid.app/privacy.