Export sales activities, whereabouts and leave to Google Calendar

Sales activities, whereabouts and leave you record in Bookmi can now be exported to your own Google Calendar automatically. When you log an activity, you can also check your colleagues' availability before picking a time.

Before#

The Google Calendar integration lived under Connectors, which only admins can open, and was mainly used to import external meetings as activities. There was no way to export Bookmi events to Google Calendar.

What's new#

• Export to Google Calendar: Turn on Sales activities (visits, meetings, demos…), Whereabouts (out of office, direct visits, business trips, remote…) and Leave individually. The next 30 days are exported right away, and from then on events in Google Calendar are updated or removed whenever you add, change or cancel them in Bookmi.
• Choose where events go: your main calendar, a shared calendar you can write to, or a calendar created with Create a Bookmi calendar. On your main calendar, leave appears as Out of office.
• Internal notes are never exported and customers are never invited. Edits made in Google Calendar are not copied back. Event titles and descriptions use the language your screen was in when you saved the settings.
• Export the next 30 days also restores events that were deleted on the Google Calendar side.
• Colleagues' availability: When you add colleagues to a visit, meeting, demo or similar activity, their events from 8:00 to 20:00 are shown (Bookmi events, plus Google Calendar events if they're connected). Click a free slot to use it as the start time.
• Choose calendars to import from: For meeting import, you can now choose which of your own calendars to import from.
• For activities with a Google Meet link, changing the date, title and so on also updates the Google Calendar event, and cancelling or deleting the activity removes the event.
• The settings moved from Connectors to Settings > Google Calendar, so every member can connect and configure it themselves. The permissions Bookmi uses are listed, and you're prompted to reconnect if any are missing.

Who it's for#

• Industries: small businesses and sole proprietors, real estate
• Screens: Settings > Google Calendar, creating and editing activities

How to use it#

1. Open Settings > Google Calendar and connect your Google Calendar.
2. Under Export to Google Calendar, turn on the types you want and choose where to export them (click Create a Bookmi calendar if you want a dedicated calendar).
3. When you log an activity and add colleagues, Colleagues' availability appears.