Default settings are divided into two categories:
  • User Settings: Each user is responsible for setting and updating their own individual preferences. Some user settings can be controlled, or set by, admins
  • Workspace Settings: Managed by admins, these control settings that apply to the entire workspace.

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User settings

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✏️ Step 1: Update User Information

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Update user information

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)

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⏰ Step 2: Set Availability

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Set availability

Vacation modeVacation 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! ☀
Note: Please make sure to deactivate vacation mode upon return!
Working hoursCustomize 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
Note: You’ll also need to update the working hours to match a difference in your current timezone versus your working timezone.

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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.

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🗓️ Step 3: Add Calendar(s)

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Add calendar(s)

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
Note: Default will only book the meeting on the primary calendar

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💻 Step 4: Pick a Meeting Provider

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Pick a conferencing provider

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.

Zoom Integration

Set up Zoom as your meeting provider.
Note: Admins can now set and manage the meeting provider for each member directly in Default.

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Workspace Settings

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🗂️ Step 1: Manage User Access & Mapping

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Manage user access & mapping

User AccessAdmins can manage roles and permissions by selecting the appropriate user in the User Mapping column.User MappingConnect members to the right integrations (e.g., Salesforce, HubSpot, Outreach) to enable seamless referencing within workflows.
Note: members must be mapped to their respective integration in order to referencing in workflows - e.g assigning a meeting to a record owner id from your CRM.

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Configurations

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🔗 Step 1: UTM Mapping

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UTM mapping

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.

Tracking Pixel & UTM Configuration

Configure UTMs to sync with your CRM.

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🗺️ Step 2: Field Mapping

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Field mapping

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