--- title: "Team Setup" description: "Set up your team to collaborate on booking events, share calendars, and distribute leads across multiple team members." url: https://help.salescal.ai/en/articles/21-team-setup collection: "Team" updated: 2026-10-19 language: en --- # 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

Role	Description
Owner	Full access, can manage team and billing
Admin	Full operational access (events, leads, meetings, salespads, integrations); cannot manage the team or billing
Member	Can manage own events and view assigned leads

See [Roles & Permissions](https://help.salescal.ai/en/articles/6971f65e38cb61cc993d20f1.md) for detailed permissions. ## Team Invitations ### Invitation Process 1. Owner sends invite 2. User receives email 3. User clicks link to accept 4. User creates an account or logs in to an existing one. The invitation page offers **Continue with Google** (it also appears behind the page's **Log in** link), or **Accept with email** to sign up with a password. Google joins the team straight away, as long as the Google account uses the invited email address. The page names that address, and Google suggests it in its account picker. If they pick a different account (or the invitation has expired, was already used, or the team has no free seats), a brand-new Google account starts its own free trial instead 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](https://help.salescal.ai/en/articles/6971ed05b6f993083fae8653.md) 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 a Member 1. Click **Edit** next to a team member 2. In the **Edit Member** dialog you can: - **Change their role** — pick a new role from the dropdown - **Set or replace their avatar** — upload an image, or remove a custom one to fall back to their Gravatar or initials 3. Click **Save Changes** Members show their own avatar across SalesCal: a custom image if they've uploaded one, otherwise their [Gravatar](https://gravatar.com), otherwise their initials. ### 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. If they don't belong to any other team, they need a plan of their own to keep using SalesCal: the next time they sign in, they're asked to start a free trial, and any new booking pages they create are paused until they add a card. (Accounts created before October 2, 2026 keep their current access.) ### 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 ### Invitation Link Is Invalid or Expired Invitation links expire 7 days after they're sent. Signing up through an expired or invalid link stops with "This invitation is invalid or has expired." and no account is created. Ask the team owner to resend the invitation from the Team page: resending keeps the same link and makes it work for another 7 days. ### 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 ## Related Guides - [Roles & Permissions](https://help.salescal.ai/en/articles/6971f65e38cb61cc993d20f1.md) - Detailed permission breakdown - [Multi-Host Events](https://help.salescal.ai/en/articles/6971ed05b6f993083fae8653.md) - Team event configuration - [Weekly Schedule](https://help.salescal.ai/en/articles/6970fd6e41c36e4c57c117c4.md) - Setting member availability