Set up Scheduling with the LeanData BookIt MCP. Configuration and requirements.

LeanData BookIt general settings guide: configure the core options that control meeting scheduling.

Overview of LeanData BookIt: automated scheduling and meeting booking built into your Salesforce routing.

LeanData BookIt for Forms custom snippet implementation guide: add the scheduler to your site with a code snippet.

Set up BookIt SMS meeting reminders in LeanData to reduce no-shows with automated text reminders.

LeanData Scheduling meeting reassignment guide: reassign booked meetings when ownership changes.

Set up BookIt vacation handling in LeanData so meetings aren't booked while reps are out of office.

Use the BookIt FlowBuilder guide in LeanData to build routing-driven meeting scheduling flows.

LeanData BookIt metrics and reporting guide: track meetings booked, held, and conversion in Salesforce.