What is Closer Availability?
When a setter creates an appointment, the system checks closer availability to determine who can be booked and when. It considers the closer's configured hours, existing appointments, booking limits, geographic service area, and whether they have unfinished tasks. Only closers with a status of Self Gen, Self Gen & Closer, or Closer appear as available.
Setting Up Closer Availability
All closer configuration lives in Settings > Preferences under the Calendar group. You need the company:update permission to modify these settings.
Step 1: Enable the Closer System
Set the Closer Interaction preference. This is the master switch — all other closer settings are hidden until this is set to something other than None.
Full — Both setter and closer stats displayed. Setters can schedule close events for closers. This is the standard closer workflow.
Partial — One set of stats displayed. Users are self-gen but can still schedule close events and assign closers.
None — Closer system disabled. No close events, only comebacks.
Step 2: Set Default Closer Status
This is the status assumed for any user who doesn't have an individual closer status on their profile.
None — Not involved in the closer workflow
Setter — Needs a closer assigned to their events
Self Gen — Can close their own deals and be assigned as a closer
Self Gen & Closer — Can assist with closing but also sets their own appointments
Closer — Exclusively operates as a closer, does not set
Step 3: Choose How Closers Are Assigned
Set the Assigning Closers preference.
Setter — Reps choose which closer to assign when scheduling an event
Dispatcher — A dispatcher assigns closers to all events centrally
Step 4: Configure Default Timeslots
Click Edit Timeslots under Closer Settings to set the default availability window for all closers.
Meeting Duration — Length of each appointment in minutes (minimum 15, default 60)
Granularity — Time slot intervals of 15, 30, or 60 minutes. Changing granularity may remove incompatible selections.
Day-by-day availability — Select which time blocks are available for each day of the week
These company-level timeslots serve as the baseline that teams and individual users can override.
Step 5: Set Appointment Timing
Default Appointment Duration — Default meeting length in minutes
Default Time Between Appointments — Buffer time between consecutive appointments (default 0)
Step 6 (Optional): Restrict Overbooking
Enable Restrict Overbooking to prevent setters from creating events when no closers are available. When enabled, an additional setting appears.
Appointments per Timeslot — Choose 1, 2, or 3 appointments allowed per time slot
Step 7 (Optional): Enable Task Lockout
Enable Task Lockout to prevent closers with uncompleted tasks (such as unconfirmed consultation outcomes) from receiving new bookings until they finish.
Team-Level Overrides
Teams can override the following closer preferences by going to the team's preferences. Teams without overrides inherit from the company.
Default Closer Status
Assigning Closers
Appointments per Timeslot
Default Appointment Duration
Default Time Between Appointments
Closer Settings (timeslots)
Closer Interaction
Individual Closer Settings
Individual closers can have personal settings that override team and company defaults. These are configured on the user's profile and include timeslots, service center and radius, minimum and maximum booking notice, display order, and one-off time slot additions or removals.
Clearing Custom Settings
Click Clear Downline Closer Settings to reset all custom closer availability for users in a team and its sub-teams back to inheriting from the company or parent team. This requires the availability:update permission.
Viewing Closer Availability
Go to Calendar > Closer Availability to see a read-only view of available time slots for a given day.
Date — Pick a specific day to check
Team — Filter to closers on a specific team
User — Check a specific closer's availability
Timezone — View times in a different timezone (defaults to yours)
The display groups available slots by start time and shows which closers are available at each slot. If no closers are available for your selected filters, a warning message is shown.
Permissions
company:update — Required to modify company-level closer preferences. Scopes: none, company.
team:update — Required to modify team-level preference overrides.
availability:update — Controls who can modify closer timeslots and settings. Scopes: none, self, downline, company. Admins default to company scope. Users default to self scope.
availability:view — Controls who can see closer availability. Scopes: downline, company.
To prevent non-admin users from changing closer settings, set their role's availability:update permission to none or self.
Common Scenarios
We want setters to pick their own closers
Set Closer Interaction to Full, Assigning Closers to Setter, configure default timeslots, and set closer statuses on individual users.
We want a dispatcher to assign all closers
Set Closer Interaction to Full and Assigning Closers to Dispatcher.
We don't want overbooking
Enable Restrict Overbooking and set Appointments per Timeslot to 1.
Different teams have different closer hours
Set company-level timeslots as the default, then override at the team level for teams with different schedules.
Closers shouldn't get booked when they have unfinished work
Enable Task Lockout.