To create a new event, go to AI Scheduler → Events and click on "Create New Event"

This is the first step where you will define basic details about your event.

The second step for creating an event is to select the hosts of the event and set their priority. You can invite users and add them as host right away.
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To make your event live, you need to select at least one host who has set their availability.

Here's detailed breakdown of hosts warning badges in the hosts table:

These two wrap up required steps for creating an event. All additional options below are not mandatory, but definitely advisable for setting up your event to the tiniest detail.

Please note that the Event Time & Limits options will effect your available slots on your scheduler. Please go through every option below:

The date range from the current date for which invitees can schedule a call.
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For example, if you want to show (open your calendar) for upcoming 10 days as available on your scheduler, set the range to 10 calendar days.

Refers to the duration of your meeting.
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A slot of set duration will be marked as busy on host's calendar or availability whenever a new call is booked.

These are the time slots that will show on your scheduler.

For example, If you want to show available time slots on your scheduler with increments of 15 mins, e.g. 9:00, 9:15, 9:30 etc, set the start time increment as 15 minutes.

This option will include additional times blocked before and after every call booked,

For example, if you got a new call from 9:00 - 9:30, and you set a buffer of 15 mins after the call, a buffer from 9:30-9:45 will be added to your availability, which means you will not be able to get any call on 9:30.

Restrict the time limit for leads to schedule a call with your team.

For example, if you do not want to get new calls 24 hours before the current time, set the guest cannot schedule within range of 24 hour(s). First available slots for leads will be available 24 hours from the time they've visited scheduler.

Turn this option ON if you want to allow your hosts to reschedule a scheduled event.

iClosed ​2-step scheduler consists out of set of primary and secondary questions.

Are phone number or email and name, that can be broken down into two boxes, first and last name.

Only once leads answer the primary questions, all your secondary questions will appear on the form.

When a lead enters phone number (or email depending of your preference), iClosed will grab such contact and add him to Global Data, with the status "Potential".

This setup ensures there is no lead left behind in case they fill out phone number (or email) only, and drop off, or get distracted.

You can add up to 10 secondary questions to your form with the following types:

We will save all your secondary questions as Invitee questions in Tracking, so that you can use them across your events and track the answers in Global Data.

You can disqualify a lead based on the answer on your scheduler, with following types of questions:

With conditional routing you can assign leads to specific host based on the invitee answer.

Conditional routing can only be applied if:

You can send the following types of emails using notifications:

You can select which email address to use for email communication:

Upon successful form submission, and scheduling a call, you can redirect users to:

This is where you can customize the scheduling page according to your brand.
You can set up:

From the main navigation, you can copy and view your booking page.
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You can also access embed code of your scheduler so you can add it to your web page.
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From the settings dropdown on the top right, you can: