SalesCal Docs
FeaturesTeam

Team Setup

Set up your team to collaborate on booking events, share calendars, and distribute leads across multiple team members.

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

RoleDescription
OwnerFull access, can manage team and billing
AdminCan manage events, leads, and team members
MemberCan manage own events and view assigned leads

See Roles & Permissions for detailed permissions.

Team Invitations

Invitation Process

  1. Owner/Admin sends invite
  2. User receives email
  3. User clicks link to accept
  4. User creates account (or links existing)
  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 Member Roles

  1. Click on a team member
  2. Select Edit Role
  3. Choose new role
  4. Save changes

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.

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

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

Managing Meetings

The Meetings page shows all your scheduled appointments.

Roles & Permissions

SalesCal uses role-based access control to manage what team members can see and do.

On this page

What is a Team?Creating a TeamAccount SetupAdding Team MembersTeam Member RolesTeam InvitationsInvitation ProcessManaging InvitationsTeam Member AvailabilityConfiguring Team EventsTeam Booking URLsManaging Team MembersViewing Team MembersEditing Member RolesRemoving Team MembersDeactivating MembersTeam Calendar CoordinationShared VisibilityCalendar IntegrationBest PracticesTeam SizeClear RolesConsistent AvailabilityRegular Check-insOnboarding New Team MembersTroubleshootingInvitation Not ReceivedMember Not Receiving BookingsRole Changes Not Taking EffectRelated Guides