How to Set Up Double Booking for High-Quality Leads

How Double Booking Works

Double booking is a Smart Routing action for leads that match a rule. There is no separate General Settings toggle in the current widget editor.

Quick path: Widgets → select booking widget → Smart Routing → add rule → Allow double booking

X-Ray Vision is required for rules that use credit score or other X-Ray values. Enabling Smart Routing automatically enables/locks X-Ray while routing is active.

Configure the Rule

1. Open Widgets and select the booking widget.
2. Open Smart Routing.
3. Turn Smart Routing on.
4. Add a rule.
5. Add the condition:
6. • Field: Credit score
   • Operator: Greater than (or greater than/equal, based on your policy)
   • Value: your chosen threshold
6. Set the action to Allow double booking.
7. Save the widget.

Use a threshold appropriate for your business. A score such as 700 is only an example, not a required SimpleCheck setting.

Combine With Calendar Teams (Optional)

If high-quality leads should reach a specific closer/team:

1. Open Team Setup.
2. Assign the calendar members used by this widget.
3. Under Calendar Teams for Smart Routing, click Add Team.
4. Name the team and select its members.
5. In the routing flow, use a Show calendar action for that team and the double-booking rule needed by your configuration.

Only assigned members/calendars can be used by the widget.

Test Before Sending Traffic

1. Open the widget preview/live link.
2. Submit one test that falls below the threshold.
3. Submit one test that meets the double-booking rule.
4. Confirm the matched action in the widget flow.
5. Complete a booking and verify the assigned person/calendar event.

Double booking can create overlapping appointments. Confirm your sales team has a process for handling conflicts before enabling it.

Troubleshooting

The action never runs

Confirm Smart Routing is enabled, X-Ray returned a score, the rule order does not cause another rule to match first, and the widget was saved.

The lead has no credit score

Configure a clear default/no-score action. Do not assume a missing score means the lead is unqualified.

The wrong closer receives the booking

Review Team Setup, primary-member priority, Calendar Team membership, and each member's actual availability.

Contact support with the widget name and test submission time if the rule still does not match.

Updated on: 23/07/2026