Getting Started
Setting up availability
Tell Cartoply when you're open for bookings so prospects only see times that actually work for you.
Weekly hours
Your weekly schedule is the foundation of your availability. Every booking request checks your schedule first — if you're not available on Wednesdays, no one can book a Wednesday slot on your personal booking page.
To set your weekly hours:
- Go to Availability in the left sidebar.
- Click a day name to turn that day on or off. A filled dot next to the name means the day is active; an inactive day reads Unavailable.
- For each active day, pick a start and end time from the two dropdowns.
- Click Save hours.
By default, Monday–Friday 9:00 AM–5:00 PM is pre-filled. Adjust these to match your actual working hours. Each day gets a single start–end window.
On org event types, a weekday you leave off isn't necessarily closed — Cartoply falls back to the org schedule for days you haven't set. See Personal availability vs. the org schedule below.
Timezone
Your availability is always stored and displayed in your timezone — it's shown in the top-right corner of the Weekly hours card. Prospects see available times converted to their local timezone automatically.
To update your timezone, go to Profile → Account details → Timezone and select the correct option from the dropdown.
Blocking dates
The Date overrides calendar lets you block one-off dates — a vacation day, a holiday, a day you're out in the field.
- On the Availability page, scroll down to Date overrides.
- Use the ‹ and › arrows to move between months.
- Click a date to block it. It turns red. Click it again to unblock.
Blocked dates are saved immediately — there's no separate save step. They're also listed under Blocked dates below the calendar, where you can remove one with the trash icon. Past dates can't be clicked.
A blocked date takes priority over your weekly schedule: no bookings land on it, regardless of your normal hours for that weekday. Blocking is all-day — the dashboard doesn't currently support custom hours for a single date.
How availability affects booking
When a prospect lands on your booking page and selects an event type, Cartoply walks your working window in 30-minute steps and keeps only the start times where the whole meeting fits. A slot is offered only if it clears every one of these:
- Your weekly hours for that day of the week (or the org schedule, on org event types, for days you haven't set)
- Any blocked date for that specific date
- Existing bookings — including the buffers on both the new meeting and the neighbouring ones
- Busy events on your connected Google or Outlook calendar
- The event type's scheduling limits: minimum notice, how far out bookings are allowed (60 days by default), and the daily booking cap
Slots always start on the half hour or the hour, whatever the meeting length — a 45-minute event booked at 9:00 leaves 9:30 unavailable and offers 10:00 next.
Personal availability vs. the org schedule
Cartoply has two layers of working hours, and it helps to know which one applies where:
- Personal availability — your own weekly hours and date overrides, set on your Availability page and stored in your timezone. This is the sole source of truth for your personal booking page, and it's also your working hours as a rep on any organization you belong to.
- Org schedule — an organization-wide default set of business hours (one window per day) in the org's timezone, set by an admin under Org dashboard → Schedule. It exists so an org has sensible operating hours even before every rep has finished setting up.
For bookings on org event types, the two combine per day of the week:
- If you have set personal hours for that weekday, your personal availability wins and the org schedule is ignored for you that day.
- If you've switched that weekday off, it stays off. A day you've turned off is a deliberate day away, and the org schedule can't reopen it.
- If you've never configured that weekday at all — you haven't saved your hours since joining — Cartoply falls back to the org schedule for you. Saving your availability once, even without changing anything, replaces that fallback with your own answer for all seven days.
- Blocked dates are always personal. Blocking a date on your Availability page applies to your org bookings too — the org schedule can't override a day you've personally blocked.
Practical takeaway: reps should open Availability and press Save hours once, even if the defaults happen to be right. That records an answer for every day of the week and takes the org schedule out of the picture for you. The org schedule is a safety net for reps who haven't done that yet, not a replacement. See Organizations & members for where to edit it.
Tips
- Buffer time — don't shrink your working window to create gaps. Set Buffer before and Buffer after on the event type instead; Cartoply keeps that gap clear on both sides of every booking.
- Team scheduling — each rep on an org manages their own availability independently, and it takes priority over the org schedule for the days they've set. The org booking page only shows times when the matched rep is available.
- Blocking a week off — click each date on the overrides calendar. There's no bulk block, but each click saves on its own, so it's quick.
- Sync your calendar — connecting Google or Outlook under Connections hides slots you're already busy for, without you re-entering anything.