Updating your user information is essential, as Default references this throughout the product—for example, in emails sent to prospects and variables used in workflows.

Make sure the following are updated:

• First Name: Already completed during onboarding.

• Last Name: Already completed during onboarding.

• Username: Used to personalize scheduling links (e.g., joe-smith)

Vacation mode

Vacation Mode helps ensure you’re not booked for meetings while you’re out of the office. When enabled, it automatically disqualifies you from receiving any meetings during your marked OOO period.

Default also syncs with your calendar availability. If your calendar is marked as busy, Default will block meeting invites—so you can relax and enjoy your time off! ☀

Working hours

Customize your working hours to reflect your availability, day by day. You can even add multiple time slots within a single day for added flexibility.

These settings are crucial for lead routing and meeting bookings, ensuring everything aligns with your schedule.

Default automatically detects your timezone, but you can easily update it. For example, if you’re working from London, you can set it to UK/Ireland/Lisbon Time to stay in sync

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Meeting Buffers & Notice Period

• Meeting Buffers: Set the number of minutes Default should mark as unavailable before and after a meeting.

• Notice Period: Define how many hours a lead or customer must wait before they can see the earliest available time slot.

If you’ve already linked your primary calendar during onboarding, great! Now’s the time to include any additional calendars (secondary) for Default to use when checking your availability.

This ensures Default has a complete view of your schedule for accurate bookings

Select Google Meet or Zoom as your meeting provider:

• Google Meet: The default option, requiring no additional setup. This is added as a part of your Google Calendar setup from a previous step.

• Zoom: For setup instructions, click here.

User Access

Admins can manage roles and permissions by selecting the appropriate user in the User Mapping column.

User Mapping

Connect members to the right integrations (e.g., Salesforce, HubSpot, Outreach) to enable seamless referencing within workflows.

To track and map UTMs in Default, ensure the Default Pixel is added to all relevant landing pages.

For detailed instructions and best practices, check out our help guide below on UTMs and Default’s tracking pixel.

The Default field manager simplifies the process of auto-mapping Default lead attributes to their corresponding fields in your connected applications. This ensures seamless data synchronization across your tools.

You can map the following Default lead attributes:

• First name

• Last name

• Email

• Phone

• Company

• Title

• Website

They can be mapped to the following integrations:

• Salesforce

• HubSpot

• Outreach

• Salesloft

• Apollo

• Marketo