Scheduling

Event types

Event types are the meeting formats prospects choose from when booking — define duration, location, and optional payment up front.

Personal vs. org event types

There are two kinds of event types in Cartoply:

• Personal event types — appear on your individual booking page (cartoply.com/[username]). Managed from Personal Event Types in the sidebar. These do not use territory routing.
• Org event types — appear on your org's booking page and support territory-based routing. Managed from the Event Types tab inside your org dashboard.

If you manage a field sales team, create your meeting types at the org level. Personal event types are best for individual outreach or one-off meetings.

Creating a personal event type

1. Go to Personal Event Types in the sidebar.
2. Click New event type. A prompt will remind you that org event types should be created in the Org Dashboard — click Continue to proceed with a personal type.
3. Fill in the name, slug, duration, color, and optional description.
4. Set the location option (none, you provide it, or guest provides their address).
5. Optionally set a price if you charge for meetings.
6. Click Save.

Creating an org event type

1. Open your org dashboard and click Event Types.
2. Click New event type.
3. Configure the same fields as a personal event type.
4. Click Save. The event type is now available on your org's booking page.

Event type fields

• Name — what prospects see when choosing a meeting type (e.g., "30-Minute Discovery Call").
• Slug — the URL-friendly identifier. Auto-generated from the name but editable. Must be unique per user or org.
• Duration — length of the meeting in minutes. Choose from preset options (15, 30, 45, 60, 90, 120 min).
• Color — a visual label used to distinguish event types in your list.
• Description — optional text shown to prospects on the booking page to explain what the meeting is for.

Location options

Each event type has one of three location settings:

• None — no location is attached (virtual meetings, phone calls, or TBD).
• I'll provide — you enter a fixed location (Zoom link, Google Meet URL, or physical address) that all bookings for this event type will use.
• Guest provides — the prospect enters their address during booking. Use this for in-person field visits where you go to them.

Pricing

You can charge a fee for any event type. Leave the price blank for free meetings. To enable paid event types:

1. Connect a payment provider in Integrations (Stripe or PayPal).
2. On the event type form, enter a price and select the currency.
3. Prospects will be asked to pay before the booking is confirmed.

Charging upfront is a proven way to reduce no-shows for field visits — see our blog for more on this.

Toggling event types on and off

Use the toggle switch on each event type card to activate or deactivate it. Inactive event types are hidden from your booking page without being deleted — useful for seasonal or temporary meeting types.