Team Setup

What is a Team?

A team in SalesCal allows you to:

• Share booking events across multiple users
• Distribute incoming bookings using round-robin or availability-first
• Manage a company-branded booking experience
• Track performance across team members

Creating a Team

Account Setup

Teams are associated with your company account:

1. Go to Settings > Company
2. Set up your Company Name
3. Create a Company Slug (used in booking URLs)
4. Upload your Company Logo

Adding Team Members

1. Go to Team in the sidebar (or Settings > Team)
2. Click Invite Member
3. Enter their email address
4. Select their role
5. Send the invitation

The invited user will receive an email to join your team.

Team Member Roles

See Roles & Permissions for detailed permissions.

Team Invitations

Invitation Process

1. Owner sends invite
2. User receives email
3. User clicks link to accept
4. User creates an account or logs in to an existing one. The invitation page offers Continue with Google (it also appears behind the page's Log in link), or Accept with email to sign up with a password. Google joins the team straight away, as long as the Google account uses the invited email address. The page names that address, and Google suggests it in its account picker. If they pick a Google account with a different email, no account is created for it: they're signed out and brought back to the invitation, which tells them which address to choose. If the invitation has expired, was already used, or the team has no free seats, a brand-new Google account starts its own free trial instead
5. User joins the team

Managing Invitations

View pending invitations:

• See who hasn't accepted yet
• Resend invitations
• Cancel pending invites

Team Member Availability

Each team member maintains their own availability:

• Personal Schedule: Individual working hours
• Calendar Integration: Each member connects their own calendar
• Date Overrides: Personal time off and exceptions

Team events aggregate availability from all members.

Configuring Team Events

To create a shared team event:

1. Go to Events > Create Event
2. Set Event Scope to "Team"
3. Add team members who should receive bookings
4. Select a Distribution Method:
   • Round-Robin
   • Availability-First
5. Save the event

See Multi-Host Events for details.

Team Booking URLs

Team events use company-branded URLs:

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

Benefits:

• Professional appearance
• Stable even if team changes
• Company-focused branding

Managing Team Members

Viewing Team Members

Go to Team to see:

• All active team members
• Their roles
• Email addresses
• Join dates

Editing a Member

1. Click Edit next to a team member
2. In the Edit Member dialog you can:
   • Change their role — pick a new role from the dropdown
   • Set or replace their avatar — upload an image, or remove a custom one to fall back to their Gravatar or initials
3. Click Save Changes

Members show their own avatar across SalesCal: a custom image if they've uploaded one, otherwise their Gravatar, otherwise their initials.

Removing Team Members

1. Click on a team member
2. Select Remove from Team
3. Confirm removal

Note: Their personal events remain, but they're removed from team events. If they don't belong to any other team, they need a plan of their own to keep using SalesCal: the next time they sign in, they're asked to start a free trial, and any new booking pages they create are paused until they add a card. (Accounts created before October 2, 2026 keep their current access.)

Deactivating Members

Temporarily disable a team member:

• They can't receive new bookings
• Existing meetings remain
• Can be reactivated later

Team Calendar Coordination

Shared Visibility

Team members can see:

• Which slots are available across the team
• Who has bookings when
• Overall team capacity

Calendar Integration

Each member should:

1. Connect their Google Calendar
2. Set up their availability
3. Keep calendar current

This ensures accurate availability for team events.

Best Practices

Team Size

• Start small (3-5 members)
• Add members as needed
• Ensure coverage for your time zones

Clear Roles

• Assign roles based on responsibility
• Limit admin access appropriately
• Document who manages what

Consistent Availability

• Establish team coverage hours
• Coordinate vacation coverage
• Keep schedules updated

Regular Check-ins

• Review booking distribution
• Address any imbalances
• Gather feedback from team

Onboarding New Team Members

When adding someone to the team:

1. Send Invitation - They'll receive an email
2. Account Setup - They create/link account
3. Calendar Connection - Connect Google Calendar
4. Availability Setup - Set their schedule
5. Add to Events - Add them to relevant team events
6. Training - Walk through the booking flow

Troubleshooting

Invitation Not Received

• Check spam/junk folder
• Verify email address is correct
• Resend the invitation
• Check if email already has an account

Invitation Link Is Invalid or Expired

Invitation links expire 7 days after they're sent. Signing up through an expired or invalid link stops with "This invitation is invalid or has expired." and no account is created. Ask the team owner to resend the invitation from the Team page: resending keeps the same link and makes it work for another 7 days.

"That Google account isn't …" on the Invitation Page

The invitee signed in with a Google account whose email isn't the one you invited. Nothing was set up for that account and the invitation is still open. They click Continue with Google again and choose the invited address. If they don't have a Google account for that address, they use Accept with email instead, or you invite the address they do use.

Member Not Receiving Bookings

• Verify they're added to the team event
• Check their availability is set
• Ensure calendar is connected
• Confirm they're not deactivated

Role Changes Not Taking Effect

• Refresh the page
• Have member log out and back in
• Verify change was saved

Related Guides

• Roles & Permissions - Detailed permission breakdown
• Multi-Host Events - Team event configuration
• Weekly Schedule - Setting member availability