Availability defines a host’s working hours - the time windows when they are available to receive calls through the scheduler.

This guarantees hosts only receive calls when they are actually available.

Within Availability, you can:

Within Settings → Profile, you can manage:

Refers to the account name you've entered during sign up.

Kindly note that the Company URL for all of your Events will contain the Company name set in this menu as a predefined URL prefix, generated in the next field.

It will show you a preview of the default Event scheduler URL, that is by default created according to Company Name entered.
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This can be edited/updated, in case you'd like your URL to look differently but it's super important to understand that any change will update all Event URL's of the already created events automatically, including the embedded code as well.

Option for defining the default currency that will be used across your iClosed account. Can be changed at any time by clicking on the "Edit" button. Choose between:

By clicking on the "Edit" button within the Account settings, you will be able to update any of the three available options.

Section with all User Account information, such as First and Last name, Email address, Phone number and Time zone pulled from your device automatically.

After clicking on the "Edit" button, you will be able to add a picture as well.

Uploaded picture will show on your booking and call confirmation pages.
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Edit options allow you also to update the login email address (learn how in this article).

Time zone in this menu refers to the time zone updated automatically from the device you've logged in to iClosed and it will also be your default time zone for menus and pages inside the account.

In case you would like to set up different time zone for your events, you can do that here AI Scheduler → Availability (learn more here).

Account language - refers to iClosed app interface language, and is currently available in two languages:

There's additional option to change the Event scheduler language, that will only show in your scheduler (Learn more HERE).

Section from which you can reset your account password.

To connect your first calendar, go to Settings → Calendar and click on 'Connect Google Calendar' button.

You will be redirected to choose the account you want to connect and grant all the necessary permissions. iClosed allows you to connect more than one Calendar.

If you are someone who uses multiple calendars, or have sub calendars created in your main Google Calendar, you can select which of those you want iClosed to check against availability conflicts by clicking Edit and selecting the calendar(s) or sub calendar(s) you want to check for conflicts.

Place where you can see all of your Users, update previously defined Roles and assign them to previously defined account Teams. Additional options are to "Add Users" or to "Delete a User".

This option helps you review performance results of your users in groups, on a team level.

You can create unlimited number of Teams and assign users to the team. One User can be added to more than one team.

This is where you can assign Roles to the Users (or even create new Roles from scratch - available with Business subscription plan).

Each role has a predefined set of permissions, and iClosed defined the three most common roles used:

Learn more about User Management and how to edit roles and permissions HERE.

This section provides an overview of your active subscription and the payment methods used for billing. It allows workspace owners and admins to manage how the account is billed and how payments are processed.

The Seats usage section gives you a clear overview of how many user seats are included in your current subscription plan and how many are actively in use.

Additional options are:

Credits power SMS and all Data Intelligence features in iClosed, such as Email Validation, Phone Validation, Credit Score checks, and DTI calculations.

From the Credits card, you can:

Click View Usage to open the Credits usage page, where you can:

For detailed logs, click into any feature listed (SMS, Email Validation, Phone Validation, Credit Check, DTI).

Each feature has its own dedicated logs, showing individual actions, timestamps, and credits consumed. This gives you full transparency and precise control over how credits are used across your workspace.

The Transaction history section gives you a complete record of all billing-related activity in your workspace. Here you can:

This section provides full transparency into how and when charges are applied to your account, making it easy to track expenses and manage billing documentation.

Access it at Settings → Tracking → Objects & Fields, where you'll find organized tabs for different data objects:

This unified interface provides a comprehensive view of all custom fields across your entire system, making it easy to maintain consistency, track field usage, and manage your data architecture from a single location.

Each tab displays the field name, description, type, unique identifier, property classification (Custom or System default), creation date, and usage count.

You can create products with fixed or custom pricing and associate them with events to measure performance, deal value, and ROI. This is especially useful for paid calls, strategy sessions, deposits, or service packages.

The Blocking feature allows you to restrict access to your scheduling links by blocking specific IP addresses or email domains. This is commonly used to prevent spam, internal team bookings, competitors, or unwanted traffic from booking calls.

The best part - once an IP address or email is blocked, leads will be disqualified without ability to book a call and not knowing that they are blocked at all. They will simply see that there are no slots available.

Each contact is always assigned to one stage at a time, reflecting their current status in your workflow.

Stages are fully customizable and grouped into three logical outcomes, allowing teams to standardize processes while keeping flexibility for different lead journeys.

Contact stages are organized into three fixed groups:

Each group supports multiple custom stages, which can be added, renamed, reordered, or removed depending on your sales process.

Each Contact Stage can have action Call Booked assigned to it, and can be added or removed as per your preference except "Approved" Contact Stage that has action “Book a Call” for Appointment Setting purposes.

Contact Stages are not just visual labels they are deeply integrated in Global Data. Located in the left sidebar, contact stages function as dynamic Smart Views that automatically segment your contacts based on their current position in your pipeline.

Clicking the gear icon on the sidebar next to Contact Stages opens the stage management panel in Settings.