SalesCal Docs
FeaturesEvents

Creating Events

Events are the core of SalesCal - they represent the appointment types that prospects can book with you.

Creating a New Event

  1. Navigate to Events in the sidebar
  2. Click Create Event
  3. Fill in the required fields:
    • Event Name: A clear, descriptive name (e.g., "30-Minute Discovery Call")
    • Duration: How long the meeting will last
    • Description: A brief explanation shown to prospects

Event Settings

Basic Settings

SettingDescription
NameThe title displayed on your booking page
SlugURL-friendly identifier, auto-generated from the name. Must be unique within your team. If the name produces a slug another event already uses, a number is added (e.g. discovery-call-2). To change it, publish the event and use the Customize URL button on the booking link, which checks availability as you type.
DurationMeeting length in minutes (15, 30, 45, 60, etc.)
DescriptionShown to prospects on the booking page

Booking Window

Control when prospects can book:

SettingDescriptionExample
Minimum NoticeEarliest a prospect can book2 hours (can't book within 2 hours of now)
Maximum AdvanceFurthest into the future30 days (can't book more than 30 days out)

Location Settings

Choose how meetings will be conducted:

Location TypeDescription
Google MeetAutomatic meeting link (requires Google Calendar connection)
ZoomAutomatic Zoom meeting (requires Zoom connection)
PhoneYou'll call the prospect at their provided number
CustomSpecify your own meeting instructions

Event URL Structure

Each event has a unique booking URL:

https://yourdomain.com/book/[user-id]/[event-slug]

Example: https://app.salescal.ai/book/abc123/discovery-call

For team events, the URL structure is:

https://yourdomain.com/b/[company-slug]/[event-slug]

Because every member of a team shares the same [company-slug], event slugs are kept unique across the whole team. Two teammates can't end up with the same booking link, even if their events have the same name.

Duplicating Events

To create a similar event quickly:

  1. Go to the event you want to duplicate
  2. Click the ... menu
  3. Select Duplicate
  4. Modify the name and settings as needed
  5. Save the new event

Archiving Events

To remove an event from active use without deleting it:

  1. Go to the event details
  2. Click Archive Event
  3. The event will no longer accept bookings but historical data is preserved

To restore an archived event, find it in the archived events section and click Restore.

Deleting Events

Warning: Deleting an event is permanent and cannot be undone.

  1. Go to the event details
  2. Click Delete Event
  3. Confirm the deletion

Note: Existing meetings and leads associated with the event will be preserved but the booking link will stop working.

Best Practices

Event Naming

  • Be specific: "30-Min Strategy Call" vs. "Call"
  • Include duration if you have multiple similar events
  • Use action words: "Discovery Session", "Product Demo"

Descriptions

  • Keep it brief (2-3 sentences)
  • Explain what the prospect will get from the call
  • Set expectations about who should book

Duration

  • Discovery calls: 15-30 minutes
  • Strategy sessions: 45-60 minutes
  • Demos: 30-45 minutes
  • Consultations: 60+ minutes

Key Concepts

Understanding these core concepts will help you get the most out of SalesCal.

Custom Form Fields

Form fields let you collect the information you need from prospects before they book.

On this page

Creating a New EventEvent SettingsBasic SettingsBooking WindowLocation SettingsEvent URL StructureDuplicating EventsArchiving EventsDeleting EventsBest PracticesEvent NamingDescriptionsDurationRelated Guides