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, state, country, a custom area you draw on the map, or distance from a point.
• Team management — organizations where admins manage reps, territories, and org-level event types from a single dashboard.

How a territory-routed booking works

Territory routing is something you switch on per event type (Match reps by territory, available on org event types that collect the guest's address). With it on:

1. A prospect visits your organization's booking page and selects a meeting type.
2. They enter their address, chosen from autocomplete suggestions.
3. Cartoply finds every rep whose territories cover that address.
4. They pick a time — either from a “Choose a rep and time” picker showing each matching rep's availability, or, on an instant-booking event type, from one merged list of next available times with the rep assigned automatically.
5. Payment collection requires a paid organization subscription or a free access grant. If payment is required, the card is authorized before the slot is secured and charged once it is.

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

Without territory matching, an org event type either lets the guest choose a rep or assigns one by round-robin, and no address is collected up front.

Setting up your account

Signing up creates your organization — the workspace your booking page, your territories and your subscription all belong to. You don't have to have a team: an organization with only you in it is fully supported and counts as one seat.

The first time you sign in, setup covers three steps:

1. Your business — confirm the name customers see, what you do, and where you work from.
2. First service — what people can book, and how long it takes. If you travel to customers, set how far you go and Cartoply routes by address from then on. See guide →
3. Try it — your booking link, ready to send. Connecting a calendar and inviting your team are offered here, and both can wait.

Your hours default to Monday–Friday, 9 to 5, and you can change them any time from Availability. Setup remembers where you got to, so connecting a calendar part-way through doesn't send you back to the start.

If you joined by invitation rather than signing up yourself, there's less to do — your hours and your calendar. Your org admin owns the booking page, the services and the territories.

Prefer not to click through it at all? A connected AI assistant can do all of this — and most of what follows — from a description of your business. See Connect an AI agent.

After that your organization's Home page carries a checklist of whatever is still outstanding, and it disappears once everything is done:

1. Add more services — each one is an event type with its own duration, questions and rules. See guide →
2. Share your booking link — send prospects to your org booking page. See guide →
3. Draw your territories — route each booking to whoever covers that address. See guide →
4. Connect a calendar — bookings land on it and your busy times block slots. See guide →
5. Subscribe — accounts start on a 14-day free trial, counted from signup. Subscriptions are per organization, billed per seat, monthly or annually. 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. Note that subscriptions attach to an organization, so you'll need one even if you only ever share your personal link.

The two contexts map to workspaces in the app. The workspace switcher at the top of the sidebar moves between each organization you administer and your Personal workspace. Org admins land in their org workspace when they sign in.

If you've never created a personal event type, the Personal workspace is hidden — almost everything lives on the organization side, and an empty second workspace is only confusing. It reappears the moment you create one from My Event Types. Your own working hours and calendar connections stay reachable either way, under My Hours and the Your connections section of your organization's Integrations page.

On a wide screen you can narrow the sidebar to a strip of icons with the toggle beside the Cartoply logo — useful on the map-heavy pages. Everything stays clickable, and hovering an icon names it. Cartoply remembers the setting per browser. On phones the sidebar is replaced by a bottom bar with a More button.

Referral program

Earn $10 in account credit for every person you refer who starts a paid subscription. Your unique referral link is on the Billing page — share it via email, social media, or anywhere else. Credits are applied automatically to your next invoice once a referred user subscribes.