---
title: "Quick Start Guide"
description: "Get your first booking event up and running in just a few minutes."
url: https://help.salescal.ai/en/articles/8-quick-start-guide
collection: "Getting Started"
updated: 2026-10-19
language: en
---

# Quick Start Guide

Get your first booking event up and running in just a few minutes.

## Prerequisites

-   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](https://docs.salescal.ai/docs/getting-started/onboarding), 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)
    

## Step 1: Complete Your Profile

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:

1.  Navigate to **Settings** from the sidebar
    
2.  Add your **display name** - this appears on your booking pages
    
3.  Set your **timezone** - all availability is based on this timezone
    
4.  Optionally add your **company name** and **logo**
    

## Step 2: Set Your Availability

Before creating events, define when you're available for bookings:

1.  Go to **Availability** in the sidebar
    
2.  Click on each day to set your working hours
    
3.  For each day, set:
    
    -   **Start time** - when you begin taking calls
        
    -   **End time** - when you stop taking calls
        
4.  Toggle days off by unchecking them
    

**Example Schedule:**

-   Monday - Friday: 9:00 AM - 5:00 PM
    
-   Saturday - Sunday: Unavailable
    

## Step 3: Create Your First Event

Now create a booking event that prospects can schedule:

1.  Go to **Events** in the sidebar
    
2.  Click **Create Event**
    
3.  Fill in the basic details:
    
    -   **Event Name**: e.g., "Discovery Call"
        
    -   **Duration**: e.g., 30 minutes
        
    -   **Description**: Brief description shown to prospects
        
4.  Click **Create**
    

## Step 4: Configure Your Booking Form

Customize what information you collect from prospects:

1.  From the event details page, go to the **Form Fields** section
    
2.  The default fields are:
    
    -   Name (required)
        
    -   Email (required)
        
    -   Phone (optional)
        
3.  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
        

## Step 5: Share Your Booking Link

Your event now has a shareable booking link:

1.  From the event details, copy your **Booking URL**
    
2.  The format is: `yourdomain.com/book/[your-user-id]/[event-slug]`
    
3.  Share this link via:
    
    -   Email signatures
        
    -   Social media profiles
        
    -   Your website
        
    -   Direct messages
        

## Step 6: Test Your Booking Page

Before sharing with real prospects:

1.  Open your booking link in an incognito/private browser window
    
2.  Fill out the form as a test prospect would
    
3.  Select an available time slot
    
4.  Complete the booking
    
5.  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)
        

## What's Next?

Now that you have a basic event set up, explore these advanced features:

-   [Custom Form Fields](https://help.salescal.ai/en/articles/6971f0f407a55ac789b74556.md) - Collect specific information from prospects
    
-   [Qualification Rules](https://help.salescal.ai/en/articles/6971d4beadf15e864420da21.md) - Auto-filter unqualified leads
    
-   [Lead Grading](https://help.salescal.ai/en/articles/6971edb9a951f7764a484f82.md) - Score and prioritize your leads
    
-   [Google Calendar Integration](https://help.salescal.ai/en/articles/6971f8b42949c1afc3363da8.md) - Sync meetings to your calendar
    
-   [Embedding on Your Website](https://help.salescal.ai/en/articles/6971d1c57a0c739e5aa3af94.md) - Add the booking widget to your site
    

## Troubleshooting

### No time slots showing?

-   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
    

### Bookings not syncing to calendar?

-   Verify your Google Calendar is connected in **Settings > Integrations**
    
-   Check that the calendar sync is enabled for the specific event
    

### Form not saving?

-   Ensure all required fields are filled out
    
-   Check for validation errors highlighted on the form