Getting Started
Introduction to SalesCal
SalesCal is a powerful SDR call scheduling tool designed for coaches, consultants, and sales teams who need more than just a basic calendar booking system.
What is SalesCal?
SalesCal helps you:
- Qualify prospects before they book - Set up rules to automatically filter out unqualified leads
- Score and grade leads - Automatically assign scores based on form responses
- Manage team availability - Distribute bookings across team members using round-robin or availability-first logic
- Integrate with your stack - Connect to Google Calendar, Zoom, and GoHighLevel CRM
Who is SalesCal For?
Coaches & Consultants
If you offer discovery calls, strategy sessions, or consultations, SalesCal ensures you only spend time with qualified prospects. Set up qualification questions and let the system filter out leads that don't meet your criteria.
Sales Teams
Distribute inbound booking requests across your SDR team fairly and efficiently. Use round-robin assignment or let the system choose the team member with the most availability.
Agencies & Companies
Create branded booking experiences with your company logo, colors, and custom messaging. Embed booking widgets directly on your website.
Key Features
| Feature | Description |
|---|---|
| Custom Form Fields | Collect the information you need with text, email, phone, dropdown, and radio button fields |
| Qualification Rules | Automatically disqualify prospects based on their form responses |
| Lead Scoring | Assign weighted scores to grade leads as Fruit, Ripe, Growing, or Seeding |
| Multi-Host Events | Create team events with intelligent host assignment |
| Calendar Integration | Sync with Google Calendar and create Zoom meetings automatically |
| CRM Integration | Push leads and booking data to GoHighLevel |
| Embeddable Widget | Add your booking form to any website |
| Custom Branding | Match your brand with logos, colors, and custom messaging |
How It Works
- Create an Event - Set up a booking type (e.g., "Discovery Call") with duration and form fields
- Configure Availability - Define your weekly schedule and any date-specific overrides
- Share Your Link - Send prospects to your booking page or embed it on your website
- Prospects Book - They fill out your form, get qualified, and select an available time
- Meeting Created - Calendar events are created and synced to your connected services
Next Steps
- Quick Start Guide - Set up your first event in minutes
- Key Concepts - Understand the terminology used throughout SalesCal