How to Set Up Double Booking for High-Quality Leads

How do you enable double booking for highly qualified leads based on SC Credit Scores?

Summary:

This guide walks you through setting up double booking functionality for high-quality leads. You'll learn how to configure your system so leads above a certain SC Credit Score threshold (e.g., 700+) can automatically double book on your calendar or your closer's calendar, maximizing opportunities with your most qualified prospects.

Double Booking Setup Overview

This feature allows highly qualified leads to book appointments even when your calendar appears full, ensuring you never miss opportunities with your best prospects.

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✅ Required Settings Configuration

Step 1: Enable Double Booking Functionality

• Location: General Settings
• Setting: "Allow Double Booking" toggle
• Action: Turn ON this setting
• Important: Without this enabled, no one can double book regardless of other settings

Step 2: Create Smart Routing Rule

• Location: Smart Routing section
• Action: Add new rule for qualified leads
• Condition: Set SC Credit Score threshold (e.g., greater than 700)
• Outcome: Select "Allow Double Booking" instead of redirect

🏗️ How to Set This Up

Step 1: Enable Global Double Booking

1. Navigate to your General Settings
2. Locate "Allow Double Booking" toggle
3. Turn ON this setting
4. Save changes

⚠️ Critical: This must be enabled first - without this, no double booking rules will work.

Step 2: Configure Smart Routing Rule

1. Navigate to Smart Routing section
2. Click "Add New Rule"
3. Set up the condition:

• • Field: SC Credit Score
  • Operator: Greater than
  • Value: 700 (or your preferred threshold)

4. Set the action:

• • Instead of: Redirect
  • Select: "Allow Double Booking"

5. Save the rule

📋 How This Works

For Qualified Leads (Score > 700):

• Can book appointments even when calendar shows as "full"
• Automatically bypasses normal booking restrictions
• Gets immediate access to your or your closer's calendar
• Creates double-booked time slots when necessary

For Standard Leads (Score ≤ 700):

• Follow normal booking rules
• Cannot double book
• Must book available time slots only

🎯 Common Use Cases

High-Value Lead Scenarios:

• SC Credit Scores above 700, 750, or 790
• VIP prospects who shouldn't wait
• Referrals from existing high-value clients
• Leads from premium marketing channels

Customization Options:

• Adjust SC Credit Score threshold based on your standards
• Apply to specific team members' calendars
• Create multiple tiers (e.g., 700+ and 750+)

⚙️ Advanced Configuration

Multiple Threshold Setup:

• Create separate rules for different score ranges
• Example: 700-749 (standard double booking), 750+ (priority double booking)
• Each rule can have different outcomes or calendar assignments

Team-Specific Rules:

• Apply double booking to specific closers
• Route high scores to your top performers
• Maintain normal booking for junior team members

⚠️ Important Considerations

Before Enabling:

• Ensure your team can handle potential scheduling conflicts
• Have a process for managing double-booked appointments
• Consider notification systems for double bookings

Best Practices:

• Monitor double booking frequency
• Train team on handling overlapping appointments
• Use for highly qualified leads only
• Review and adjust SC Credit Score thresholds regularly

✅ Final Takeaways:

• Enable "Allow Double Booking" toggle first
• Create Smart Routing rule with SC Credit Score condition
• Use "Allow Double Booking" action instead of redirect
• Highly qualified leads (700+ score) can bypass booking restrictions
• Perfect for ensuring VIP prospects get immediate access
• Customize thresholds based on your lead quality standards

Updated on: 11/08/2025