Getting Started
Find your way around Calso, connect a calendar, and get your first booking page live.
- What is Calso?
A tour of what Calso does, the four things you set up before your first booking, and where the rest of the help center picks up.
- Sign in to Calso for the first time
Request early access, confirm your email address from the approval email, and get into your dashboard with either your own password or a Google or Microsoft account.
- Answer the workspace setup questions
The three questions Calso asks the first time you open your dashboard, what each answer adds to or removes from your Setup Guide, and why Skip for now is a safe choice.
- Find your way around the Calso dashboard
A guided tour of your Calso home screen — the three sidebar groups, the four numbers across the top, Today's Schedule, Quick Actions, Needs Attention, Package Health, and the panels that stay hidden until you have data.
- Work through the Setup Guide checklist
How the progress ring in the Calso sidebar works, what every item on the Setup Guide checklist is asking for, and the exact action that ticks each one off.
- Create your first event type
Build a bookable event type end to end — its name, its length, where it happens, and what it costs — and get it live on your booking page.
- Calso glossary
Every word Calso uses, defined in one place — including the difference between a package offering and a package, a session and a group session, and what Source and Active mean on each screen you meet them.