Ideas to put to work
Booking pages for every service, and meetings that start prepared.
Booking page for each service
Sofia reads your service descriptions in Word and creates a booking page for each, with your approval.
Meetings booked from email
When a client asks to meet in Outlook, Sofia finds available slots and creates the booking, with your approval.
Briefing for each booking
Sofia looks up the booking, reads the client's company and deals in HubSpot, and drafts a briefing before the meeting.
Reschedules handled
When a client asks to move a meeting, Sofia updates the booking to a new slot, with your approval.
What Sofia can do with YouCanBookMe
Sofia reads and keeps current
- Booking pages
Sofia does, with your approval where you want it
- Create a booking
- Update or cancel a booking
- Find available time slots
- Create a booking page
- Update a booking page
- Look up a booking
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
Microsoft WordWord processor for letters, reports and contracts
Microsoft OutlookMicrosoft's email and calendar
HubSpotCRM and marketing platform for growing businesses
Microsoft 365Microsoft's business suite: accounts, groups and organization directory
GmailGoogle's email for business
Google CalendarGoogle's shared calendars and scheduling
CalendlyOnline booking pages for meetings
- Acuity SchedulingOnline appointment booking and client scheduling
Let Sofia manage your YouCanBookMe bookings
Score your firm in three minutes, or talk to our team.