Documentation

Platform overview

Understand how Cartoply works and get your account set up in minutes.

3 min read

Setting up availability

Define your weekly working hours and block out dates you're unavailable.

2 min read

Organizations & members

Create a team, invite field reps, and manage roles in your organization.

4 min read

Territory management

Draw geographic territories and assign reps so bookings always go to the right person.

5 min read

Event types

Create personal and org-level meeting types with custom duration, location, and pricing.

4 min read

Sharing booking links

Share your booking page with prospects and understand how territory routing works.

3 min read

Calendars & payments

Connect Google Calendar, Outlook, Stripe, and PayPal to automate your workflow.

4 min read