Quick Start Guide

Prerequisites

• A SalesCal account (sign up at your SalesCal instance)
• A Google account for calendar integration (recommended)

Step 1: Complete Your Profile

After logging in, you'll be prompted to complete your profile:

1. Navigate to Settings from the sidebar
2. Add your display name - this appears on your booking pages
3. Set your timezone - all availability is based on this timezone
4. Optionally add your company name and logo

Step 2: Set Your Availability

Before creating events, define when you're available for bookings:

1. Go to Availability in the sidebar
2. Click on each day to set your working hours
3. For each day, set:
   • Start time - when you begin taking calls
   • End time - when you stop taking calls
4. Toggle days off by unchecking them

Example Schedule:

• Monday - Friday: 9:00 AM - 5:00 PM
• Saturday - Sunday: Unavailable

Step 3: Create Your First Event

Now create a booking event that prospects can schedule:

1. Go to Events in the sidebar
2. Click Create Event
3. Fill in the basic details:
   • Event Name: e.g., "Discovery Call"
   • Duration: e.g., 30 minutes
   • Description: Brief description shown to prospects
4. Click Create

Step 4: Configure Your Booking Form

Customize what information you collect from prospects:

1. From the event details page, go to the Form Fields section
2. The default fields are:
   • Name (required)
   • Email (required)
   • Phone (optional)
3. Add custom fields by clicking Add Field:
   • Choose field type (text, dropdown, radio, etc.)
   • Set the label and placeholder text
   • Mark as required or optional

Step 5: Share Your Booking Link

Your event now has a shareable booking link:

1. From the event details, copy your Booking URL
2. The format is: yourdomain.com/book/[your-user-id]/[event-slug]
3. Share this link via:
   • Email signatures
   • Social media profiles
   • Your website
   • Direct messages

Step 6: Test Your Booking Page

Before sharing with real prospects:

1. Open your booking link in an incognito/private browser window
2. Fill out the form as a test prospect would
3. Select an available time slot
4. Complete the booking
5. Check that:
   • The meeting appears in your Meetings page
   • The lead appears in your Leads page
   • A calendar event was created (if Google Calendar connected)

What's Next?

Now that you have a basic event set up, explore these advanced features:

• Custom Form Fields - Collect specific information from prospects
• Qualification Rules - Auto-filter unqualified leads
• Lead Grading - Score and prioritize your leads
• Google Calendar Integration - Sync meetings to your calendar
• Embedding on Your Website - Add the booking widget to your site

Troubleshooting

No time slots showing?

• Check that your Availability is configured for the days prospects are trying to book
• Verify your event's minimum booking notice isn't blocking near-term slots
• Ensure the maximum advance booking window includes the dates being viewed

Bookings not syncing to calendar?

• Verify your Google Calendar is connected in Settings > Integrations
• Check that the calendar sync is enabled for the specific event

Form not saving?

• Ensure all required fields are filled out
• Check for validation errors highlighted on the form