1 – Configure & Invite Users to Authorize for BookIt

Before you authorize a single user, build the meeting types, pools, and integrations your team will inherit. This automatically populates the link in the BookIt Chrome Extension, removing the need for them to build it manually.

In your LeanData instance:

• Build and Assign: Create an Admin Meeting Type, build a Managed Link, and assign it to your reps (who have already been granted Links product access).
• Pools: Set up at least one Round Robin Pool.
• Authorize: Grant users product access to BookIt Links & invite users to authorize for BookIt
  

Do you have non-Salesforce users you want to add as additional meeting hosts on your meeting links? Learn more about how you can do that here!

3 – Launch

Pick a launch format that fits your team’s culture. Email and Slack work well for distributed, async teams. Live walkthroughs drive 3× higher first-week activation.

Three options:

• Email: fastest, lowest activation lift. Use the template above.
• Slack or Teams:  send the same email, add a Slack channel + 15-min team walkthrough.
• Town-hall: 20-min slot at an existing all-hands. Best activation outcomes.

5- Expand

Now that BookIt Links is live and adopted, check out some of these additional features that help increase governance, drive even more personalized booking experiences, and protect revenue-generating meetings.

Read: Full Admin Guide – Advanced Features

Advanced features available today:

• Single-Use Links: links that expire after one booking. For high-value outbound. – why it matters
• Multi-meeting-type landing pages: one link, multiple meeting options.
• BookIt Chrome Extension: schedule from anywhere in the browser.