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How to Set Default Closer Availability (Web)

Set closer timeslots at the company or team level so closers inherit a standard schedule.

Written by Hunter Allred
Updated over a month ago

Where to Find It

  1. Go to Settings > Configuration

  2. Scroll to the Calendar section

  3. Find Closer Settings

  4. Click Edit Timeslots

This opens a drawer where you can configure the default availability.

Setting Up Timeslots

Meeting Duration — Set the length of each appointment (15 to 180 minutes, in 15-minute increments).

Granularity — Choose how the time blocks are divided. Changing granularity may remove timeslots that don't fit the new interval. You'll get a confirmation before anything is removed.

Timeslots — Available time blocks run from 7:00 AM to 9:00 PM. Click individual blocks to toggle them on or off. Use Select All or Deselect All per day to quickly fill or clear a day.

Click Save when you're done.

Inheritance

Closer settings follow an inheritance chain: Company > Team > User.

  • Settings configured at the company level apply to all teams and users by default.

  • Settings configured at a team level override the company default for that team and its members.

  • Individual users can have their own custom settings that override their team's defaults.

Use the Reset button next to Closer Settings to remove a custom override and go back to inheriting from the parent.

Clearing Downline Overrides

If individual users or sub-teams have set their own custom closer availability, you can reset everyone back to the inherited default using the Clear Downline Closer Settings button. This removes all custom closer availability settings for users in that team and its sub-teams so they inherit from the company or parent team again.

This button requires the Update Closer Availability permission.

Locking Down Who Can Change Availability

To prevent closers from editing their own availability:

  1. Go to the closer's Role (or whatever role your closers use)

  2. Find the Update Closer Availability permission under the Calendar category

  3. Set it to None to block them from making changes

This permission has four scope levels:

  • None — Cannot update any closer availability

  • Self — Can only update their own availability

  • Downline — Can update availability for their team and sub-teams

  • Company — Can update availability for anyone in the company

When a user doesn't have this permission, all the timeslot controls appear disabled (read-only). They can still see the schedule but can't change it.

Notes

  • If your organization uses custom closer roles, make sure the permission is set correctly on each role.

  • Company-level settings are a good starting point. Use team-level overrides only when a specific team needs a different schedule.

  • After clearing downline settings, users will immediately start inheriting from the parent level.

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