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What is 'Action Required' badge on scheduled calls pages
What is 'Action Required' badge on scheduled calls pages

Learn why "Action Required" badge is showing on your Scheduled call pages

Updated over a month ago

If you see an "Action Required" badge on your upcoming scheduled call page, it appears because Event location set is Google Meet or Zoom, but the host of the event has not connected Google Meet or Zoom account, and therefore iClosed was not able to generate the link and attach it to the call.

Here's what a host of the call needs to do to fix this:

Add the link manually

First thing you need to do is to make sure that leads who scheduled a call with the host know where to join the meeting. Here's how to add the location link to the call manually:

  • Click on the scheduled call that shows "Action Required" badge

  • Warning message in yellow will show, with the empty checkbox with message:
    "I have shared the Google Meet link with the invitee"
    ​

  • To dismiss a message, click on the checkbox for new popup window to appear

  • There will be two options available:

    • To add the Google Meet or Zoom meeting link manually and save by clicking on the "Update Link" button

    • To dismiss the warning message by clicking on "Save without link"
      (not advisable since the lead will not have the meeting link unless you've sent it via email or SMS manually)

Here's a quick video tutorial on how to add Google Meet link manually.


Connect your Google Meet or Zoom

After you've updated all upcoming calls where meeting location link was missing, connect Google Meet or Zoom to prevent this from happening in the future.

Both meeting locations can be connected in the AI Scheduler - Calendar Connections page:

  • Google Meet - by connecting Google Calendar with iClosed for:

    • Generating Google Meet links

    • Storing iClosed events in the connected Google Calendar

    • For sending email notifications from the same Google domain

  • Zoom - Connecting your Zoom account with iClosed at the bottom of the page


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