Make Onboarding and Check-Ins
Effortless
BookMyDay gives Customer Success teams the tools to schedule onboarding, training, QBRs, and renewals — automatically, consistently, and at scale.
The Customer Success Scheduling Workflow
From closed-won to renewal — keep every customer touchpoint on the calendar.
Onboarding Kickoff
Deal closes and BookMyDay automatically sends the new customer a link to schedule their kickoff call with their assigned CSM.
Training Sessions
Schedule a series of training calls — product walkthrough, admin setup, advanced features — with reusable event types.
Quarterly Business Review
Automated QBR scheduling ensures you never miss a strategic check-in. Collective events pull in stakeholders from both sides.
Renewal & Expansion
Trigger renewal discussions at the right time. Schedule expansion demos when upsell opportunities arise.
Why CS Teams Love BookMyDay
Proactive scheduling means happier customers and higher retention.
Reusable Event Types
Create templates for kickoffs, trainings, QBRs, and ad-hoc support calls. Consistent experience every time.
Automated Follow-Ups
Post-meeting emails with action items, next steps, and links to schedule the follow-up — sent automatically.
Easy Rescheduling
One-click reschedule links in every confirmation and reminder. Customers move meetings without emailing your team.
CRM Sync
Every meeting is logged to the customer record in Salesforce, HubSpot, or your CRM of choice. Full timeline visibility.
Team Routing
Route customers to the right CSM based on account tier, region, or product line. Round-robin for support queues.
Health Score Insights
Track meeting cadence per account. Spot at-risk customers who haven't scheduled a check-in recently.
Purpose-Built for Customer Lifecycle
Features that map to every stage of the customer journey.
🚀 Onboarding Sequences
Chain multiple event types into a guided onboarding flow. Each session builds on the last.
- Multi-session onboarding templates
- Progress tracking per customer
- Automated scheduling of the next session on completion
- Customisable welcome emails with resource links
📅 QBR Scheduling
Quarterly reviews involve multiple people. Collective events make it easy.
- Multi-participant scheduling across organisations
- Attach QBR deck or agenda to the invite
- Automated reminder sequence (1 week, 1 day, 1 hour)
- Post-QBR follow-up email with action items
🔔 Proactive Outreach
Don't wait for customers to reach out. Trigger scheduling links based on usage milestones or time elapsed.
- CRM workflow triggers for scheduling
- Usage-based check-in reminders
- Renewal scheduling 90 days before expiry
- Expansion demo links for upsell opportunities
💬 Ad-Hoc Support Calls
Give customers a self-service link to book time with their CSM whenever they need help.
- Always-available booking page per CSM
- Priority slots for enterprise accounts
- Intake form to capture the issue before the call
- Automatic Zoom / Meet link generation