Setup Guides

Scheduling Playbooks: Set Up Bookme For Your Use Case

Proven setups for the most common ways professionals and teams use bookme, built from settings you already have.

Aim for one goal: a completed test booking, not a perfect settings page. Most people skip this step, and it is the one that shows how the product works.

Tell bookme how you work. On your own, or with a team. Solo is the right choice for most people.
Rename the starter event types. Your first action is renaming, not building from scratch.
Set your weekly hours once. Every event type will use them.
Connect your calendar and a meeting tool. See Calendar Integrations and Conferencing.
Book yourself. Open your booking link in a private window, pick a time and confirm.
Share your link. See Embeds, Links & Sharing.

Solo client calls are the most common use, and the key is running several event types from one schedule.

Free intro call (15 to 20 minutes) to qualify new clients.
Paid session (45 to 60 minutes), with a price and a refund policy.
Follow-up (30 minutes) for existing clients.

Recommended Settings

All three event types use your default schedule, so editing your hours updates all of them.
A 10 to 15 minute buffer after each meeting.
A daily limit (for example 4 sessions) so you cannot overbook yourself.
A booking window of 30 to 60 days, and 1 to 4 hours of minimum notice.
One intake question on the intro call, and reminders switched on.

Sales uses several meeting types side by side, each for a different situation:

Situation	Meeting type	Setup
Any rep can take an inbound demo	Round-robin	Add the reps to a pool. Bookme assigns a rep who is free at the chosen time.
A named account executive	One-on-one	Give that person their own event type and booking page.
A technical call with a specialist	Collective	Required: the account executive. Rotating pool: the solutions engineers.
A product webinar for leads	Webinar or Group	One host, many attendees.

Every rep should connect their own meeting tool. If a host has not connected Zoom or Google Meet, their meetings fall back to brandID Meet.
Use per-host daily or weekly limits so no single rep is flooded.
Block vacations with date overrides so absent reps are not offered.

Details: Teams, Co-Hosts & Round-Robin.

Panel interviews are a collective event: several interviewers attend the same meeting, so times are offered only when all required interviewers are free.

Put the interviewers who must attend in the required pool. A typical panel is three required people.
Put nice-to-have attendees in a rotating pool, so they never block a time.
Add intake questions such as role applied for and a link to the candidate’s work.
Keep required pools small, because every extra required interviewer can only reduce the times you can offer.
When the hiring loop ends, set the event to hidden or archived so the link stops taking bookings.

Learn how required and rotating hosts work in Teams, Co-Hosts & Round-Robin.

Create one event type per stage of the customer journey, so each meeting has the right length, questions and reminders:

Welcome Call
Account Setup
Quarterly Check-In

For a support or onboarding queue, use a round-robin pool. A time is offered whenever at least one person in the pool is free, so the combined hours of the team can cover a whole day (for example 09:00 to 18:00) even if no single person works all of it.

Tip: Give each stage its own intake form, so the specialist arrives already knowing the customer’s goal.

Choose the meeting type by how people attend:

Classes and workshops. Use a Group event and set a maximum number of attendees per slot.
One-off launches or trainings. Use a Webinar for stronger registration handling.
Office hours. Use a One-on-one event type that uses its own schedule containing only your office-hours block. Each visitor gets a private slot inside that block.

Read Event Types for the group and webinar setup.

A paid session is a normal event type with a price. Payment happens as part of booking.

Connect Stripe or PayPal. See Paid Bookings.
Set the price and currency on the event type.
Write a clear cancellation and refund policy.
Add an intake form so you have what you need before the session.
Offer a free intro call first, then link clients to the paid session.

Tip: Test the full flow in a private window, including payment, before you share the link.

For a team, the two patterns are simple:

One-on-one for a colleague’s office hours or standing check-ins.
Collective for a cross-functional meeting that needs several specific people.

Note: Bookme checks calendar conflicts for the hosts. The person booking is not checked, so invitees should confirm they are free.

These are the issues we see most often, and how to avoid them:

Re-entering hours for every event type. Use one shared schedule and point every event at it.
No daily limit. Solo hosts overbook themselves. Set a limit from day one.
Too many required hosts. Each required host can only remove availability. Use rotating pools where possible.
Vacations not blocked. Add date overrides, and remove absent hosts from pools.
Removing a host without handling their bookings. Reassign or cancel future bookings first.
Never testing. Always complete one booking yourself before sharing a link.

See How Scheduling Works for the reasoning behind each rule.