Getting Started

Platform overview

Understand how Cartoply connects field reps with the right prospects — automatically.

What is Cartoply?

Cartoply is a location-aware scheduling platform built for field sales teams. Instead of sending every booking to the same calendar, Cartoply looks at where a prospect is located and routes the meeting to the rep who covers that territory.

At its core, Cartoply gives you three things:

• Scheduling — booking pages for individual reps and organizations, with configurable availability and event types.
• Territory routing — geographic rules that automatically send a prospect to the right rep based on their ZIP code, county, city, or distance from a point.
• Team management — organizations where admins manage reps, territories, and org-level event types from a single dashboard.

How a booking works

1. A prospect visits your organization's booking page and selects a meeting type.
2. They enter their location (address or ZIP code).
3. Cartoply matches their location to a rep's territory and shows only that rep's availability.
4. The prospect picks a time, and the booking lands on the matched rep's calendar.
5. If payment is required, it's collected via Stripe or PayPal before the booking is confirmed.

If no territory match is found, the prospect sees a message that no rep is available in their area — preventing misrouted meetings entirely.

Account setup checklist

After signing up, follow these steps to get fully configured:

1. Set your availability — define the days and hours you're open for bookings. See guide →
2. Create an organization — if you manage a team, create an org and invite your reps. See guide →
3. Draw territories — assign geographic areas to each rep so routing works correctly. See guide →
4. Create event types — define the meeting types prospects can book with your team. See guide →
5. Connect your calendar — sync bookings to Google Calendar or Outlook automatically. See guide →
6. Share your booking link — send prospects to your org booking page and start getting meetings. See guide →

Personal vs. organization

Cartoply has two booking contexts:

• Personal — every user gets a booking page at cartoply.com/[username]. This is great for solo users or reps sharing their individual link.
• Organization — org admins create a shared booking page for the whole team. Prospects book through the org link, and Cartoply routes them to the right rep based on territory.

Most teams use the org booking link for inbound prospects and personal links for direct outreach.