SalesCal Docs

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

Creating a New Event

Navigate to Events in the sidebar
Click Create Event
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

Setting	Description
Name	The title displayed on your booking page
Slug	URL-friendly identifier (auto-generated from name)
Duration	Meeting length in minutes (15, 30, 45, 60, etc.)
Description	Shown to prospects on the booking page

Booking Window

Control when prospects can book:

Setting	Description	Example
Minimum Notice	Earliest a prospect can book	2 hours (can't book within 2 hours of now)
Maximum Advance	Furthest into the future	30 days (can't book more than 30 days out)

Location Settings

Choose how meetings will be conducted:

Location Type	Description
Google Meet	Automatic meeting link (requires Google Calendar connection)
Zoom	Automatic Zoom meeting (requires Zoom connection)
Phone	You'll call the prospect at their provided number
Custom	Specify 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]

Duplicating Events

To create a similar event quickly:

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

Archiving Events

To remove an event from active use without deleting it:

Go to the event details
Click Archive Event
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.

Go to the event details
Click Delete Event
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

Custom Form Fields - Configure what information to collect
Qualification Rules - Auto-filter unqualified leads
Lead Grading - Score leads based on responses
Multi-Host Events - Distribute bookings across a team

Creating Events