Scheduling

Sharing booking links

Get the right link in front of the right prospect — and let Cartoply handle the routing.

Your booking links

Every Cartoply account has two types of booking pages:

• Personal page — cartoply.com/[username]. Lists all your active personal event types. No territory routing — the prospect books directly with you.
• Org page — available after an org admin creates at least one org event type. The prospect picks a meeting type and enters their location; Cartoply routes them to the matching rep.

Find your personal booking link on the Profile page under Your public booking page. Org booking links are shown in the org dashboard.

What the prospect sees

When someone visits your booking page, they go through these steps:

1. Select a meeting type — they choose from your active event types.
2. Enter location (org pages only) — they type their address or ZIP code. Cartoply matches it to a rep's territory.
3. Pick a date and time — the calendar shows only slots when the matched rep is available.
4. Enter their details — name, email, and any custom fields.
5. Pay (if required) — they complete payment via Stripe or PayPal before the booking is confirmed.
6. Confirmation — a confirmation screen is shown and a confirmation email is sent.

Sharing with prospects

Common places to share your booking link:

• Email signature — add your personal or org link so every email becomes a booking opportunity.
• Cold outreach — include the link in prospecting emails or LinkedIn messages.
• Website — embed the org link on a "Book a demo" or "Schedule a visit" page.
• QR code — generate a QR code from your booking URL for print materials, trade shows, or vehicle wraps.

Direct event type links

Every event type has its own URL: cartoply.com/[username]/[event-slug] for personal types, or the equivalent org path for org types.

Use direct links when you want to send a prospect straight to a specific meeting type without making them choose. For example, a cold email might link directly to your "30-Minute Discovery Call" page.

When no territory matches

On org booking pages, if a prospect enters a location that doesn't fall within any rep's territory, they'll see a message explaining that no coverage is available in their area. This is intentional — it prevents leads from booking with a rep who doesn't cover their area.

If you're seeing too many "no coverage" messages, review your territory map and expand coverage where needed. See Territory management.

Confirmation emails

Cartoply sends an automated confirmation email to the prospect when a booking is confirmed. The email includes the meeting details, time (in the prospect's local timezone), and any location information you provided in the event type.