Understanding these core concepts will help you get the most out of SalesCal.
A bookable appointment type that prospects can schedule. Each event has:
A name and description
A duration (e.g., 15, 30, 60 minutes)
A custom form with fields
Its own booking URL
Examples: "Discovery Call", "Strategy Session", "Product Demo"
A prospect who has interacted with your booking form. A lead record is created when someone:
Fills out Step 1 of your booking form (even without completing the booking)
Completes a booking
Lead records capture:
Contact information (name, email, phone)
Custom field responses
Qualification status
Lead score and grade (if enabled)
Geolocation data (country, city)
A confirmed booking between you and a lead. Created when a prospect:
Completes the booking form
Passes qualification (if rules are set)
Selects an available time slot
Confirms the booking
Meetings are synced to your connected calendar and can be rescheduled or cancelled.
Your defined working hours when you accept bookings. Availability consists of:
Weekly Schedule: Recurring hours for each day of the week
Date Overrides: Exceptions for specific dates (e.g., holidays, vacation)
The public-facing form and calendar that prospects use to schedule meetings. Can be:
Accessed via a direct link
Embedded on your website via iframe or JavaScript snippet
Conditions that automatically disqualify prospects based on their form responses. If a prospect's answer matches a disqualification rule, they cannot proceed to select a time slot.
Example: If "Budget" equals "Under $1,000" → Disqualify
A points-based system that assigns numerical scores to leads based on their form responses. Each scoring field has:
Weight: How important this field is (0.5x to 3x)
Rules: Point values (1-10) for different answers
A categorical rating derived from the lead score:
Grade | Score Range | Meaning |
Fruit | 9-10 | Highest quality, ready to close |
Ripe | 7-8 | High quality, strong potential |
Growing | 4-6 | Moderate quality, needs nurturing |
Seeding | 0-3 | Low quality, early stage |
Events owned by a single user. All bookings go to that user's calendar.
Events shared across multiple team members. Bookings are distributed using:
Round-Robin: Cycles through team members in order
Availability-First: Assigns to the team member with the most availability
Built-in fields available on every event:
Name: Full name or split first/last name
Email: Email address
Phone: Phone number with international format support
Additional fields you create to collect specific information:
Text: Single-line text input
Textarea: Multi-line text input
Email: Email-validated input
Phone: Phone-validated input
Select: Dropdown menu with predefined options
Radio: Radio button group with predefined options
The booking form is divided into steps:
Step 1: Contact information (name, email, phone by default)
Step 2: Additional questions (custom fields)
You can move fields between steps to control the flow.
The time range when prospects can book:
Minimum Notice: How far in advance bookings must be made (e.g., 2 hours)
Maximum Advance: How far into the future bookings can be made (e.g., 30 days)
Available appointment times generated from your availability, respecting:
Your weekly schedule
Date overrides
Existing calendar events (if calendar is connected)
Buffer times between meetings
Your availability is set in your profile timezone
Prospects see times in their selected timezone
All times are stored in UTC internally
Connecting your Google Calendar enables:
Automatic event creation when meetings are booked
Conflict detection (existing events block those time slots)
Meeting link generation (Google Meet)
Connecting GoHighLevel enables:
Automatic contact creation for new leads
Status updates throughout the booking journey
Custom field mapping
