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Troubleshooting - User guide
Troubleshooting - User guide

Summarized step-by-step guide on how to troubleshoot your AI Scheduler if you're a user with Closer permissions

Updated over 3 weeks ago

Here's super-summarized guide on how to troubleshoot issues you may have been experiencing with your scheduler and booking slots.

#1 - Troubleshoot Availability

Navigate to AI Scheduler → Availability and check following:

  1. If Availability - days and hours are set correctly

  2. If you are added as a host of the Event where you expect to get calls

  3. If the proper time zone is set set

  4. If there're any Override dates added, that will override your standard availability

If all is good with these four and the issue you're experiencing still persists, please proceed to the next step.


#2 - Launch Availability Troubleshooter

In case you're already in AI Scheduler → Availability menu:​

  1. Navigate to "Launch troubleshooter" button above time zone and click on it

  2. Select Events you would like to troubleshoot. Options are:

    1. leaving "All Events" by default or

    2. selecting a specific event or events and click on the "Apply" button

  3. You'll be able to see following details:

    1. Day start and day end hours:
      Those are the start and end hours set in Availability on the left.
      The report will show you calendar events that are impacting your availability.

    2. Meeting participants:
      if a call is booked

    3. Source for the blocked Availability

      1. iClosed: availability taken by an Event from iClosed scheduler

      2. Calendar: availability blocked by Google Calendar event

    4. Event details:
      picked up from the iClosed or Google Calendar event name

In most cases, the Availability Troubleshooter will detect what's blocking your availability, which is usually events from secondary/private calendars.
If that's the case, please proceed to next step and see how to prevent secondary calendars to bloc your availability.


#3 - Troubleshooting Calendar in iClosed

  1. click on Check for conflicts

  2. See if you have other Calendars set to be checked against conflicts

  3. Turn off secondary calendars to prevent blocking availability
    (if you'd like to remove them)

In case you'd like to keep secondary calendar, but would like to prevent any of the personal slots to continue to block your availability (overlapping with event slots), follow the steps below:

  1. Locate the event in your secondary/private Google Calendar and click on it

  2. Click on the "Pencil" button to edit

  3. make this event "Free", instead of "Busy" and hit "Save"


#4 - Event setup is blocking availability

Event setup may be the cause for you to receive less calls, or not to receive calls at all.

Unfortunately, you may not have necessary permissions to open Event settings and check, which is why you'd need to reach out to your Sales manager or Super admin to troubleshoot it for you. Here's the breakdown of potential reasons:

  • Host priority
    user is set with lower priority level compared to other hosts, and there is no enough calls booked on the scheduler for this specific user to start getting calls.

  • Event Time & Limits

    • Start time increments are not optimized per call duration and buffers
      (e.g. call duration is 15 mins, increments are set to 60 minutes)

    • Buffers - meeting duration combined with buffers before and after the call is taking big chunk of every slot.

    • Guest can't schedule within is set to 12+ hours, and there is no enough calls booked for the current day. This would mean that the leads can schedule a call for first next slot available after 12+ hours from their current time.

  • Conditional routing
    Calls are being routed to one host per criteria set in conditional routing. This setup combined with lower host priority level can make a host idle.

  • Automations - Rules
    The rule has been applied to the specific host, the rule criteria is met, and the host is removed from the event.

Share this information with your Sales manager or Super admin, and send him the article to troubleshoot event slots - more information is in this article here.


In case you weren't able to find the cause for the blocked slots, please reach out to our Support team via chat button, and we'll investigate it immediately from our end.

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