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 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

Integrations

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

4 min read

Billing & referrals

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

3 min read