A SalesCal account. Sign up with your name, email and a password, or with Continue with Google.
On a computer, you set up your account next with the setup wizard, then add a card to start your 14-day free trial. Nothing is charged today: a temporary $5 check confirms your card and is released straight away.
On a phone, you add your card first, then finish setting up on a computer.
A Google account for calendar integration (recommended)
The first time you log in, a setup wizard walks you through the essentials: your timezone, your weekly hours, your company branding, and connecting a calendar and Zoom. Your timezone is detected from your browser and your hours start at Monday to Friday, 9:00 AM to 5:00 PM - confirm both, or change them before continuing.
Getting the timezone right matters more than it looks: every time a prospect is offered is generated from your availability in your timezone. If it's wrong, your booking times are wrong.
You can revisit any of it later:
Navigate to Settings from the sidebar
Add your display name - this appears on your booking pages
Set your timezone - all availability is based on this timezone
Optionally add your company name and logo
Before creating events, define when you're available for bookings:
Go to Availability in the sidebar
Click on each day to set your working hours
For each day, set:
Start time - when you begin taking calls
End time - when you stop taking calls
Toggle days off by unchecking them
Example Schedule:
Monday - Friday: 9:00 AM - 5:00 PM
Saturday - Sunday: Unavailable
Now create a booking event that prospects can schedule:
Go to Events in the sidebar
Click Create Event
Fill in the basic details:
Event Name: e.g., "Discovery Call"
Duration: e.g., 30 minutes
Description: Brief description shown to prospects
Click Create
Customize what information you collect from prospects:
From the event details page, go to the Form Fields section
The default fields are:
Name (required)
Email (required)
Phone (optional)
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
Your event now has a shareable booking link:
From the event details, copy your Booking URL
The format is: yourdomain.com/book/[your-user-id]/[event-slug]
Share this link via:
Email signatures
Social media profiles
Your website
Direct messages
Before sharing with real prospects:
Open your booking link in an incognito/private browser window
Fill out the form as a test prospect would
Select an available time slot
Complete the booking
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)
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
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
Verify your Google Calendar is connected in Settings > Integrations
Check that the calendar sync is enabled for the specific event
Ensure all required fields are filled out
Check for validation errors highlighted on the form
