iClosed

Learn about all options available when creating or editing an event

Detailed overview of Event creation

Everything you need to know about iClosed event types and how to utilize them

Difference between Strategy and Discovery event

Learn all about the iClosed Events page and about how to manage events

Managing your Events

Learn all about the first step for creating an event in iClosed

Setting up Event details

Learn everything about assigning Hosts to your Event and how it can affect your schedulers and availability

Managing Hosts within events

Learn about the power of iClosed ent Round-and-Robin priority and how it will help you to maximize number the number of calls scheduled

Hosts priority explained

Learn everything you need to know about setting up Event Time and Limits for your event

Event Time and Limits

Everything you need to know about setting up your scheduler form questions

Invitee Questions

Learn how to utilize Disqualification feature and save time of your Hosts (Closers) to allocate time spent on calls where matters the most

Invitee disqualification and redirection

Learn how to maximize the success of your calls by routing them to the right Hosts (Closers) and control exactly how availability behaves when you route

Conditional Routing

Learn how to tailor your email and SMS reminders to ensure your invitees are timely notified and keep your attendance high

Notifications explained

Learn why a confirmation email is the key ingredient for keeping your show-up rate high

Confirmation Email Best Practices

Learn everything you needed to know about SMS text messages

SMS (text messages) experts guide

Choose where to redirect invitees after a call is booked

Confirmation Page

Learn how to customize the appearance of your booking page

Scheduler Customizations

How to embed the scheduler to the most commonly used CMS's (Content Management Systems)

Embedding the scheduler on your website

How to duplicate an Event?

Quick tutorial about activating and deactivating Events

How to enable or disable an Event?

Learn how iClosed protects your booking pages from potential spam attacks

iClosed defense mechanism against spam or fake bookings

Learn how to skip the questionnaire form for leads that are already qualified and automatically redirect them to the booking slots

Pre-qualified form skipping

Everything you need to know about how times are shown in iClosed user account and on scheduler

iClosed Time Zones Explained

Weight your form questions and score every lead automatically inside of iClosed or in a HubSpot score, and use the final lead score to conditionally route to specific host or…

Lead Scoring

Add your own terms and consent checkboxes to your booking page, and make embedded schedulers follow your website's cookie choices

Legal & Consent Checkboxes and Cookie Consent Settings

Everything you need to know about iClosed Events

Events

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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