Navigate to Events in the sidebar
Click Create Event
Fill in the required fields:
Event Name: A clear, descriptive name (e.g., "30-Minute Discovery Call")
Duration: How long the meeting will last
Description: A brief explanation shown to prospects
Setting | Description |
Name | The title displayed on your booking page |
Slug | URL-friendly identifier, auto-generated from the name. Must be unique within your team. If the name produces a slug another event already uses, a number is added (e.g. |
Duration | Meeting length in minutes (15, 30, 45, 60, etc.) |
Description | Shown to prospects on the booking page |
Control when prospects can book:
Setting | Description | Example |
Minimum Notice | Earliest a prospect can book | 2 hours (can't book within 2 hours of now) |
Maximum Advance | Furthest into the future | 30 days (can't book more than 30 days out) |
Choose how meetings will be conducted:
Location Type | Description |
Google Meet | Automatic meeting link (requires Google Calendar connection) |
Zoom | Automatic Zoom meeting (requires Zoom connection) |
Phone | You'll call the prospect at their provided number |
Custom | Specify your own meeting instructions |
Every event has a Meeting Purpose, found in the General section of the event builder alongside Meeting Location. It controls which outcomes you can log against meetings booked through this event:
Purpose | What you can track |
Sales call | Follow-up, Won, or Lost |
Qualification call | Qualified, Follow-up, or Disqualified |
Other meeting | Attendance only; result is optional |
A new event has no meeting purpose set by default. You must choose one before you can publish the event — see Publishing an Event below. Events that were live before Meeting Purpose was introduced display Other and don't need to be republished.
Publishing switches an event from Draft to Live and opens it to bookings. Click the status toggle in the event builder to open the publish checklist, which runs a few pre-publish checks:
A meeting purpose is set (see above)
At least one host is assigned
Any required meeting-location integration (Google Calendar, Zoom, Microsoft Teams) is connected
Each failing check shows a button that takes you straight to the setting that needs fixing. Once every check passes, click Publish Event to go live.
Each event has a unique booking URL:
https://yourdomain.com/book/[user-id]/[event-slug]Example: https://app.salescal.ai/book/abc123/discovery-call
For team events, the URL structure is:
https://yourdomain.com/b/[company-slug]/[event-slug]Because every member of a team shares the same [company-slug], event slugs are kept unique across the whole team. Two teammates can't end up with the same booking link, even if their events have the same name.
To create a similar event quickly:
Go to the event you want to duplicate
Click the ... menu
Select Duplicate
Modify the name and settings as needed
Save the new event
To remove an event from active use without deleting it:
Go to the event details
Click Archive Event
The event will no longer accept bookings but historical data is preserved
To restore an archived event, find it in the archived events section and click Restore.
Warning: Deleting an event is permanent and cannot be undone.
Go to the event details
Click Delete Event
Confirm the deletion
Note: Existing meetings and leads associated with the event will be preserved but the booking link will stop working.
Be specific: "30-Min Strategy Call" vs. "Call"
Include duration if you have multiple similar events
Use action words: "Discovery Session", "Product Demo"
Keep it brief (2-3 sentences)
Explain what the prospect will get from the call
Set expectations about who should book
Discovery calls: 15-30 minutes
Strategy sessions: 45-60 minutes
Demos: 30-45 minutes
Consultations: 60+ minutes
Custom Form Fields - Configure what information to collect
Qualification Rules - Auto-filter unqualified leads
Lead Grading - Score leads based on responses
Multi-Host Events - Distribute bookings across a team
AI Notetaker - Auto-transcribe and mark attendance on your calls