Scheduling

Sharing booking links

Get the right link in front of the right prospect — and let Cartoply handle the routing.

Your booking links

Every Cartoply account has two types of booking pages:

• Personal page — cartoply.com/[username]. Lists all your active personal event types. No territory routing — the prospect books directly with you.
• Org page — available after an org admin creates at least one org event type. The prospect picks a meeting type and enters their location; Cartoply routes them to the matching rep.

Find your personal booking link on the Profile page under Your public booking page. Org booking links are shown in the org dashboard.

What the prospect sees

When someone visits your booking page, they go through these steps:

1. Select a meeting type — they choose from your active event types.
2. Enter location (org pages only) — they type their address or ZIP code. Cartoply matches it to a rep's territory.
3. Pick a date and time — the calendar shows only slots when the matched rep is available.
4. Enter their details — name, email, and any custom fields.
5. Pay (if required) — they complete payment via Stripe or PayPal before the booking is confirmed.
6. Confirmation — a confirmation screen is shown and a confirmation email is sent.

Sharing with prospects

Common places to share your booking link:

• Email signature — add your personal or org link so every email becomes a booking opportunity.
• Cold outreach — include the link in prospecting emails or LinkedIn messages.
• Website — embed the org link on a "Book a demo" or "Schedule a visit" page.
• QR code — generate a QR code from your booking URL for print materials, trade shows, or vehicle wraps.

Direct event type links

Every event type has its own URL: cartoply.com/[username]/[event-slug] for personal types, or the equivalent org path for org types.

Use direct links when you want to send a prospect straight to a specific meeting type without making them choose. For example, a cold email might link directly to your "30-Minute Discovery Call" page.

Copying a booking link

On the Personal Event Types page (and the org Event Types tab), each event type card has a Copy link button. Clicking it copies the direct URL for that event type to your clipboard — ready to paste into an email, message, or anywhere else.

Embedding your booking page

You can embed any Cartoply booking page directly on your own website using a single script tag. Each event type card has an Embed button that opens a code panel with two options:

• Popup — adds a floating “Book Now” button to the bottom-right corner of your page. Clicking it opens a modal overlay with the booking flow inside. Visitors can close it by pressing Escape or clicking outside the modal.
• Inline (iframe) — inserts a full booking page directly into your page content. Best for a dedicated “Book a meeting” section or landing page.

Copy the snippet for the mode you want and paste it into your website's HTML. No other dependencies are required — the widget is self-contained.

The popup snippet supports optional attributes to customize its appearance:

• data-text — label on the floating button (default: Book Now).
• data-color — button background color as a hex value (default: Cartoply brand violet).
• data-mode — set to inline to switch to iframe mode instead.

When no territory matches

On org booking pages, if a prospect enters a location that doesn't fall within any rep's territory, they'll see a message explaining that no coverage is available in their area. This is intentional — it prevents leads from booking with a rep who doesn't cover their area.

If you're seeing too many "no coverage" messages, review your territory map and expand coverage where needed. See Territory management.

Confirmation emails

Cartoply sends an automated confirmation email to the prospect when a booking is confirmed. The email includes the meeting details, time (in the prospect's local timezone), and any location information you provided in the event type.