Documentation

Platform overview

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

3 min read

Rolling out to a team

A phased implementation plan: pilot group, org setup, territory coverage, a tested booking page, and when to expand.

12 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 meeting types with custom duration, location, pricing, scheduling limits, booking questions, approval rules, and rep routing.

5 min read

Sharing booking links

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

3 min read

Managing bookings

Find a booking by name, address, phone or notes, and handle reschedules, reassignment, no-shows and refunds.

4 min read

Dispatch & route optimization

A per-tech add-on for field teams: recurring service plans, tech seats, service territories, and road-aware route optimization.

6 min read

Integrations

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

4 min read

Conversion tracking & attribution

Embed bookings fire conversions in your own GA4, GTM, and Meta Pixel — and save UTM/ad-click attribution on every booking.

4 min read

Billing & referrals

Understand subscriptions, manage your plan, and earn credit by referring new users.

3 min read

API reference

OAuth 2.0 access, the booking webhook payload, and the actions available to integrations.

4 min read