Avoid double-booking (check colleagues' schedules)

Overview#

Bookmi lets you save an entry even if something is already booked at that time, without a warning. Sales schedules change often, and blocking overlaps mechanically would get in the way. To avoid double-booking, check these three things before you save.

1. Look at the time on the board's week or day view#

1. Open Schedule Board in the left menu and switch to Week or Day.
2. Under All members, keep only the people involved ticked.
3. Entries at the same time are shown side by side. Filter the group to Leave to see only who is off.

Sales activities such as visits appear automatically too, so you can even tell whether someone is out at that time.

2. Open Colleagues' availability in the activity form#

When you add a visit, on-site, meeting or demo activity, open Colleagues' availability next to the date and time and choose colleagues. Your day and theirs are laid out on a timeline, and clicking a slot where everyone is free sets the start time. It checks both Bookmi (activities, whereabouts, leave and calendar entries) and Google Calendar free/busy (Check colleagues' availability when scheduling).

3. Share through Google Calendar#

• When everyone exports their schedule to Google Calendar, Bookmi entries count toward their Google free/busy too, which helps with colleagues' availability and with scheduling in Google Calendar (Export to Google Calendar).
• You can also export to a team shared calendar and see everyone's schedule in one calendar in Google Calendar (Choose where to export).

FAQ#

• I want a notification when entries overlap: There is no such notification at the moment. Check beforehand using the methods above.
• Can I see what is in a colleague's Google events?: No. From Google Calendar, only free/busy is used.
• How do I schedule with people outside the company?: Insert time options into the body of an email (Insert meeting time options into an email).