Booking Flow Overview

This guide explains the complete experience prospects have when booking through your SalesCal booking page.

The Prospect Journey

The booking flow consists of several steps designed to collect information, qualify leads, and let prospects select their preferred time.

Step 1: Contact Information

What Prospects See

• Left column: Form fields for contact info

• Right column: Calendar preview (disabled with overlay message)

• Company logo (if configured)

• Event name and description

• Step indicator showing progress

Default Fields

• Name: Full name or split first/last name

• Email: Email address with validation

• Phone: Phone number with country code selector

Form Behavior

• Real-time validation as prospects type

• Required fields must be completed to proceed

• Phone numbers validated for international format

• Auto-scroll to Step 2 when Step 1 is complete

Lead Capture

When Step 1 is complete (before moving forward):

• A lead record is created automatically

• Captures contact info + geolocation

• Syncs to GoHighLevel as "incomplete" (if connected)

• You capture the lead even if they don't complete booking

Step 2: Additional Questions

What Prospects See

• Step 2 fields appear automatically below Step 1

• Visual separator between steps

• Custom fields you've configured

• Continue button becomes active

Custom Questions

This step typically includes:

• Qualification questions

• Business information

• Project details

• Any custom fields you've added

Qualification Check

When prospect clicks "Continue":

1. All form responses are captured

2. Qualification rules are evaluated

3. Lead scoring is calculated (if enabled)

4. Prospect either qualifies or is disqualified

Disqualification Path

If a prospect fails qualification rules:

What They See

• Full-screen message: "Unfortunately, there are no available times that match your requirements"

• Calendar remains disabled

• No ability to select a time

What Happens Behind the Scenes

• Lead marked as is_qualified: false

• Disqualification reason stored

• Synced to GoHighLevel as "disqualified"

• Lead appears in your dashboard with disqualified status

Step 3: Calendar & Time Selection

If the prospect qualifies, they proceed to time selection.

What Prospects See

• Left sidebar: Event details (name, duration, logo)

• Center: Calendar for date selection

• Right: Available time slots for selected date

Calendar Layouts

Full Month View (default):

• Traditional monthly calendar grid

• Navigate between months with arrows

• Available dates highlighted

• Click a date to see time slots

Week Strip View:

• Horizontal 7-day strip

• Day names displayed

• Navigate between weeks

• More compact design

Date Selection Rules

Prospects can only select dates that:

• Fall within the booking window (min notice to max advance)

• Have available time slots

• Are not blocked by date overrides

• Have at least one available host (for team events)

Time Slot Selection

For the selected date:

• Available slots shown in a list

• Times displayed in prospect's selected timezone

• Hover/click to select a slot

• "Confirm" button appears on selection

Timezone Handling

• Defaults to prospect's browser timezone

• Timezone selector allows changing preference

• All times converted automatically

• Common timezones prioritized in selector

Step 4: Confirmation

When prospect confirms their selection:

Booking Process

1. Meeting record created

2. Host assigned (for team events)

3. Calendar event created

4. Meeting link generated (Google Meet/Zoom)

5. Confirmation synced to CRM

What Prospects See

• Success message: "Your meeting is scheduled"

• Confirmation details:

  • Meeting name and duration

  • Date and time with timezone

  • Meeting location/link

  • Attendee information (host and prospect)

• Add to calendar options (Google, Outlook, Apple)

• Optional: Confirmation video embed

• Optional: Confetti animation

Email Notification

• Confirmation email sent automatically

• Includes meeting details and calendar link

• Message displayed: "A confirmation email has been sent to [email]"

Add to Calendar Options

Prospects can add the meeting to their calendar:

Option

Action

Each includes:

• Event title and duration

• Meeting link or location

• Organizer information

• Event description

External Confirmation Pages

Optionally redirect prospects to your own confirmation page:

1. Enable external confirmation in event settings

2. Set the redirect URL

3. Prospect is redirected after booking with parameters:

   • meeting_id

   • event_name

   • first_name, last_name, email

   • scheduled_at, duration

   • meeting_link, meeting_phone

   • host_name, location_type

Form Style Variants

Stepped Form (Default)

• Multiple fields visible per screen

• Traditional multi-step form layout

• Step 1 → Step 2 → Calendar

Slide Form

• One field per screen

• Full-screen immersive experience

• Card-based transitions

• Modern, focused design

Configure in event settings under Form Style.

Mobile Experience

The booking widget is fully responsive:

• Single-column layout on mobile

• Touch-friendly calendar

• Optimized time slot selection

• Same complete functionality

Best Practices

Optimize Step 1

• Keep it minimal (name, email, phone)

• Ensures you capture leads even if abandoned

• Move qualifying questions to Step 2

Clear Instructions

• Use descriptive field labels

• Add helpful placeholder text

• Explain why you're asking each question

Test Regularly

• Book through your own form in incognito mode

• Test on mobile devices

• Verify confirmation emails arrive

Related Guides

• Embedding on Your Website - Add the widget to your site

• Customization & Branding - Style your booking page

• Custom Form Fields - Configure form fields

• Qualification Rules - Set up auto-qualification