What It Does
View real-time availability for closers across your organization. Check available time slots for specific dates, teams, or individual closers. This helps coordinators and setters schedule appointments when closers can attend.
How to Access
Go to Closer Availability from the main navigation
Select your filters:
Date - Choose which day to check availability
Team - View all closers on a specific team
User - Check a specific closer's availability
Timezone - Adjust display for different time zones
What You'll See
The page shows available time slots for each closer based on their schedule settings. If no closers are available for your selected date and filters, you'll see a warning message.
Company Settings (Admin Only)
Admins can configure company-wide closer preferences:
Default Closer Status - Status applied to users without individual settings
Closer Model - How closers get assigned to appointments
Max Sit Booking Percent - Control overbooking (100% = no overbooking, >100% allows overbooking)
Restrict Setter Events - Prevent setters from creating appointments when no closers are available
Managing Individual Closers (Admin Only)
Click on any closer to view:
Basic Info - Closer details and current settings
Check Timeslots - View available slots for a custom date range (default 28 days)
Common Use Cases
Scheduling appointments - Check which closers are available before booking
Managing capacity - See if you have enough closer coverage for a given day
Adjusting settings - Configure overbooking or scheduling restrictions
Troubleshooting
No closers showing up?
No closers showing up?
Check that closers have their availability configured
Verify you're viewing the correct date and team
Make sure closers are active in the system
Timeslots not displaying?
Timeslots not displaying?
Closers may not have any available slots for the selected date
Check the closer's individual schedule settings
Verify company preferences aren't restricting availability
