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👋 Welcome!

Welcome aboard! This guide is for team members who have been invited to use Cal.com through their organization.

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✅ Step 1: Accept Your Invitation

Look for an invite link in your inbox to join your organization’s Cal.com workspace.

When you click the invite:

• Create a new account or log in to your existing Cal.com account
• Your profile will be automatically linked to your organization
  You might also be invited to other teams within the organization, in which case, you can always visit Teams page and accept the invites.

🔐 If your organization uses SSO (Single Sign-On), simply log in with your work email.

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📆 Step 2: Connect Your Calendar

Connect your work calendar to manage availability and prevent double bookings:

1. Go to App Store → Calendars
2. Search for your your provider and authorize access
3. Select which calendars Cal.com should check for conflicts (toggle them on) and where to place booked events (Set as destination Calendar)

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📅 Step 3: Set Up Your Booking Page

Your booking link allows clients and teammates to schedule time with you. Here’s how to configure it:

1. Go to Event Types
2. Create or edit an event (e.g., “1:1 Coaching Session”). Note that any events assigned to you by your admin might be read-only and not editable by you.
3. Customize:
   • Duration (e.g., 30 minutes)
   • Location (Zoom, Google Meet, in-person, phone)
   • Availability (set working hours)
   • Buffer times and limits

🎨 Your company’s default settings and branding may already be in place — you only need to personalize if desired.

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🔗 Step 4: Share Your Booking Link

After setting up your event types, share your link through:

• Your email signature
• Inside Slack or Microsoft Teams
• On internal tools or client dashboards

Example: https://cal.com/yourname/1-1-session

For round-robin teams or routed events, your admin may provide a team-wide link that automatically assigns bookings.

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✉️ Step 5: Set Up Reminders

Cal.com can automatically send:

• Email confirmations
• Reminders (Please check with your admin if they have already set up reminder workflows. In any case, you can create new workflows for your event types. You can create workflows by visiting the workflows page)

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🔒 Step 6: Review Privacy & Security

Your calendar data is private — only availability is shared with bookers.

Cal.com is compliant with major data regulations including:

• GDPR
• SOC 2
• HIPAA (on request for healthcare orgs)

You can control:

• Which calendars Cal.com can access
• Who sees your availability
• Whether your events are public or private

Read more about our security practices →

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📊 Optional: Track Your Bookings

You can visit the Bookings page in the cal.com dashboard to view your:

• Upcoming bookings
• Past bookings
• Cancelled bookings

And also mark guests as No-Show (Learn more)

You can also access the Insights Dashboard to view your booking related insights.

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🤝 Need Help?

If you have questions or encounter issues:

• Check out our Help Center
• Reach out to your team admin to confirm the support plan with us and the best way to reach us.

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🏁 You’re All Set!