Integrations

Calendars & payments

Sync bookings to your calendar and collect payment before meetings — all configured in one place.

Calendar integrations (Google and Outlook) are managed from your Profile page. Payment integrations (Stripe and PayPal) are under Payments in the dashboard sidebar. The Jobber integration is configured per organization from the org dashboard.

Google Calendar

When Google Calendar is connected, every confirmed booking automatically creates an event on your Google Calendar. Cancellations remove the event.

To connect:

1. Go to your Profile page.
2. Scroll to the Calendar integrations section and click Connect next to Google Calendar.
3. Sign in with your Google account and grant Cartoply calendar access.
4. You'll be redirected back to your Profile page with a confirmation.

To disconnect, click Disconnect next to the connected account. Future bookings will no longer sync, but existing calendar events are not affected.

Choosing which calendars to check for availability

Google accounts often have multiple calendars — a primary calendar, shared team calendars, or personal side calendars. By default, Cartoply checks only your primary calendar when determining your free/busy times.

After connecting Google Calendar, a Checking X of Y calendars row appears beneath the connected account. Click it to expand a list of all your calendars with checkboxes. Check any calendar you want Cartoply to treat as busy — for example, a shared company holidays calendar or a personal appointments calendar.

Your selection saves automatically. Any time a slot is blocked on one of your checked calendars, Cartoply will not offer it to prospects.

Outlook Calendar

Outlook Calendar works the same way as Google Calendar — new bookings create calendar events and cancellations remove them.

To connect:

1. Go to your Profile page.
2. Scroll to the Calendar integrations section and click Connect next to Outlook Calendar.
3. Sign in with your Microsoft account and grant calendar access.
4. You'll be redirected back to your Profile page with a confirmation message.

You can connect one Google and one Outlook account simultaneously — both will receive new booking events.

Stripe

Stripe is the recommended payment provider for Cartoply. It supports cards, Apple Pay, and Google Pay, and funds are deposited directly into your Stripe account.

To connect Stripe:

1. Go to Payments in the dashboard sidebar.
2. Click Connect with Stripe.
3. You'll be taken to Stripe to create or connect an existing Stripe account.
4. Complete the Stripe onboarding and you'll be redirected back to Cartoply.

Once connected, any event type with a price set will collect payment via Stripe before confirming the booking. You can view payouts and transaction history directly in your Stripe Dashboard.

To disconnect Stripe, click Disconnect Stripe on the Payments page. Paid event types will revert to free until a new payment provider is connected.

PayPal

PayPal integration uses your PayPal developer credentials to accept PayPal balance and linked card payments.

To connect PayPal:

1. Log in to the PayPal Developer Dashboard.
2. Create or find your app and copy the Client ID and Secret.
3. In Cartoply, go to Payments in the dashboard sidebar → PayPal section.
4. Paste your Client ID and Secret and click Save PayPal settings.

Use your PayPal sandbox credentials first to test the checkout flow before switching to live credentials.

Using Stripe and PayPal together

You can have both Stripe and PayPal connected simultaneously. When both are active, prospects see a payment page where they can choose between card payment (via Stripe) or PayPal.

Jobber

Jobber is a field service management platform. The Cartoply–Jobber integration is configured per organization from your org dashboard under Integrations.

When connected, the integration does two things:

• Auto-creates Jobber Requests — every time a prospect books through your org booking page, Cartoply automatically creates a Jobber Request with the prospect's name, email, and appointment time. If the prospect's email matches an existing Jobber client, the request is linked to that record; otherwise a new client is created.
• Imports service areas as territories — click Sync service areas to pull your Jobber team members' service areas into Cartoply as territories, so routing stays consistent between both systems.

To connect Jobber:

1. Open your org dashboard and click Integrations in the sidebar.
2. Click Connect Jobber.
3. Authorize Cartoply in the Jobber OAuth screen.
4. You'll be redirected back with a confirmation. The connected Jobber account name is shown on the card.

To import your service areas, click Sync service areas after connecting. You can re-sync at any time if your Jobber service areas change.

Troubleshooting

• Calendar not syncing — disconnect and reconnect your calendar. OAuth tokens can expire, especially if you recently changed your Google or Microsoft password.
• Stripe setup link expired — if you see a "setup link expired" message, click Connect with Stripe again to get a fresh link.
• PayPal 401 errors — double-check that you're using the correct environment (sandbox vs. live) credentials and that the app is active in the PayPal Developer Dashboard.
• Jobber sync returns zero territories — make sure your Jobber team members have service areas configured in Jobber. Service areas must be set at the team-member level, not just on the account.
• Jobber Requests not appearing — confirm the Jobber integration is still connected (status shows "Connected") and that the booking went through your org page, not a personal booking link. Only org bookings are pushed to Jobber.