Onboarding Steps

Estimated time: about 20 minutes.

Step 1 — Complete your onboarding form

Use your company email. Fill out the form with the same address — or one ending in the same @domain — that we already have on file for you. Personal addresses (Gmail, Outlook, etc.) can't be matched to your account, so your submission won't reach us.

Step 2 — Create a Cal.com account

If you already have one, continue to Step 3.

Create a free Cal.com account →

Step 3 — Connect your calendar

Connect your calendar and video-conferencing tool of choice to Cal.com so meetings can be coordinated seamlessly.

Step 4 — Set up your booking webhook

So we're notified the moment a meeting is booked, add a webhook in Cal.com:

Open your meeting event type in Cal.com → Webhooks → Add New
Subscriber URL: https://client-bookings-bb5a46d93f0e.herokuapp.com/webhook
Event Triggers: enable only Booking Created (remove all others)
Secret: use the secret we posted in your Slack channel (it's your account name)