Team Management

Organizations & members

Group your field reps under a single org so prospects book through one link and get routed to the right person.

What is an organization?

An organization is a shared workspace for your sales team. It has its own booking page, event types, and territories. Prospects book through the org page, and Cartoply automatically routes them to the correct rep based on their location.

You can be a member of multiple organizations, and each org has at least one admin who manages settings, members, and territories.

Each organization opens in its own workspace, selected from the workspace switcher at the top of the sidebar. The switcher lists every org you administer, with your Personal workspace (your own event types, availability, and connections) at the bottom. If you administer an org, Cartoply takes you straight to its workspace when you sign in.

Working solo

An organization doesn't have to contain more than one person. Prices and territories are organization features, so if you work on your own and want either of them, the supported route is to create an organization and stay its only member.

An organization of one gives you:

• Prices on event types — the personal event type editor has no price field, and the API rejects a price on a personal event type. Charging for a booking means the event type has to belong to an org. See Stripe and PayPal setup.
• A travel radius — territories are defined at the org level, so a radius around your address, a list of ZIP codes, or a shape you draw all need an org. See Territory management.
• No cap on event types — a free personal account can publish one event type. Belonging to a paid org lifts that limit.

You are the only member, so it is one seat. Money from paid bookings goes to your own connected Stripe or PayPal account: the payout account is always the one belonging to whoever created the event type, which when you work alone is you.

“Organization” is just what the setting is called — it doesn't imply you have staff, and nothing obliges you to invite anyone. The routing, round-robin and group features described below simply have no one else to route between, so they stay out of your way.

Creating an organization

1. Open the workspace switcher at the top of the sidebar and click New organization.
2. Enter your organization name and click Create organization.
3. You'll be taken to the org dashboard where you can invite members and configure settings.

The org's public booking page exists as soon as the org does, at cartoply.com/org/[org-slug] — until you add an event type it just says there's nothing to book. The [org-slug] is derived from your organization name; if that slug is already taken, a number is appended starting at 2 (for example acme-hvac-2).

Renaming an organization changes its booking page URL. The slug is regenerated from the new name, and Cartoply does not redirect the old URL. Any links you've already shared — website embeds, email signatures, QR codes — will stop working after a rename, so update them wherever they appear. If link stability matters, settle on the org name before sharing your booking page widely.

Adding members

Members are field reps who receive bookings routed to them. There are three ways to add them, all from the org dashboard's Members page.

Invite one person

1. Under Invite member, enter their email address.
2. Click Send invite.
3. They get an email linking to an accept page. They sign in or register there, then click accept.

The account they use has to match the address you invited — accepting from a different email is rejected. Invites expire after 7 days.

Invites that haven't been accepted yet appear in a separate Pending invites card above the members table, where you can resend or cancel them. They don't show in the members table until accepted.

Bulk invite from a spreadsheet

Click Bulk invite to upload a CSV or Excel file of email addresses — up to 2 MB and 500 rows. Everyone on the list gets the same invite email as above.

Add members directly

Use Add members directly to paste a list of emails and attach them to the org immediately — no invite email, nothing for them to click. Cartoply creates an account for any address that doesn't have one; the person sets a password later. Reach for this when you're onboarding a team you control and don't want to chase acceptances.

A rep isn't bookable on territory-matched event types until they have at least one territory assigned — availability alone isn't enough. See Territory management.

Roles

There are two roles within an organization:

• Admin — can manage members, territories, event types, and org settings. Admins can also invite new members and change existing member roles.
• Member — receives bookings routed to their territory. Members can manage their own availability and personal event types but cannot change org settings.

A member's role shows as a badge in the members table. To change it, click Make admin or Make member next to their name.

Groups

A group is a reusable bundle of members — for example a "Plumbing crew" or a "North region" team. Create and manage them from Groups in the org sidebar. Instead of assigning territories or specialties to one person at a time, you point them at a group and every member inherits them. A member's effective access is always the union of their direct assignments and everything from the groups they belong to.

Once you have groups, you can:

• Assign territories to a group — from the Territory Map, assign a territory to a group and every member covers it (added to any they hold directly). The Groups page itself only manages membership.
• Restrict an event type to group(s) — only those members can be booked, and round-robin rotates within the group. Set this under Eligible groups on the event type. Leave it empty and all members are eligible.
• Route a specialty to a group — in an event type's specializations, a matching answer can route to a group (it expands to that group's members) as well as to individual people.
• Filter bookings and reports by group — see a single team's volume on the Bookings and Reports pages.

Deleting a group never deletes members, territories, or event types — it only removes the grouping.

Org schedule

Schedule in the org sidebar (admins only) sets organization-wide default business hours — one time window per day, in the org's timezone. This is a fallback, not an override: a rep's own personal availability takes priority, and the org schedule only fills in weekdays a rep has never configured. A weekday a rep has deliberately switched off stays off, and their blocked dates always win. Set it once so bookings still work sensibly before every rep has finished configuring their hours — see Personal availability vs. the org schedule for the full precedence rules.

Organization settings

Settings in the org sidebar (admins only) controls how your public booking page looks and behaves:

• Organization name — also sets your booking page URL (cartoply.com/org/[slug]). Renaming changes the URL, so update any shared links and embeds afterwards.
• Branding — upload a logo and pick the primary and background colors guests see on your booking page. These colors drive the accent on every org event type's booking page; if you don't set them, Cartoply's default brand colors are used.
• After booking — optionally send guests to your own page (thank-you, upsell, next steps) after they complete a booking, instead of the standard confirmation screen. Applies to every org event type; individual event types can override it. Booking details are appended as query parameters so your page can personalize.
• Email notifications — choose which emails Cartoply sends for bookings on your org's event types, split into guest-facing (confirmations, cancellation notices, reschedule notices) and team-facing (new bookings & requests, cancellations, reschedules, 24-hour reminders). Turning a category off silences it org-wide; members' personal notification settings still apply on top. Refund emails are always sent.

Managing a member's profile

Admins can curate the photo, display name, and bio that appear for each rep on the org booking page. From the Members page, click Manage next to a member. The Member profile card uploads a photo or edits their name and bio; the Territory assignments card below it sets which zones they cover. (Profile fields are the rep's public profile, so changes also show on that member's own booking page.)

Removing a member

To remove someone from your org, click the trash icon next to their name on the Members page and confirm. Their org territory assignments, group memberships, and per-event-type exclusions are removed with them.

Removing a member does not delete their Cartoply account — they simply lose access to the org.

What members can and can't do

• Members can set their own weekly availability and blocked dates.
• Members can view their bookings from org routing in the Bookings section, and their own territories under My Territories.
• Members cannot see other reps' availability or bookings.
• Members cannot edit org event types, territories, or invite new members.

Members don't get an org workspace — orgs appear in their workspace switcher with a member badge but can't be opened, since org management is admin-only. In their personal workspace, someone whose only org roles are “member” also doesn't see My Event Types, since the org owns the event types they get booked on. They keep Connections, where they can connect, switch or disconnect their own Google or Outlook calendar (and Zapier) at any time — payments and Jobber live in the org workspace, which only admins can open.

If a rep needs their own booking page, make them an admin of an org — anyone who is an admin somewhere (or signed up on their own, with no org) keeps the full sidebar.