Qualification Rules

How Qualification Works

1. Prospect fills out your booking form
2. When they click "Continue", the system evaluates qualification rules
3. If any rule matches with a "disqualify" action → prospect sees a rejection message
4. If no rules match → prospect proceeds to select a time slot

Creating Qualification Rules

1. Go to your event's Qualification Rules section
2. Click Add Rule
3. Configure the rule:
   • Field: Select which form field to evaluate
   • Operator: Choose the comparison type
   • Value: Enter the value to compare against
   • Action: Currently "Disqualify" (more actions coming)
4. Click Save

Operators

Rule Examples

Budget-Based Disqualification

Disqualify prospects with insufficient budget:

• Field: Budget
• Operator: equals
• Value: Under $5,000
• Action: Disqualify

Company Size Filter

Only accept larger companies:

• Field: Number of Employees
• Operator: less_than
• Value: 10
• Action: Disqualify

Industry Filter

Exclude certain industries:

• Field: Industry
• Operator: equals
• Value: Competitor
• Action: Disqualify

Timeline Filter

Disqualify prospects not ready to buy:

• Field: Timeline
• Operator: equals
• Value: Just researching
• Action: Disqualify

Multiple Rules

When you have multiple rules:

• Rules are evaluated in order
• The first matching rule wins (evaluation stops)
• If no rules match, the prospect qualifies

Example: You have two rules:

1. Budget equals "Under $5,000" → Disqualify
2. Timeline equals "6+ months" → Disqualify

A prospect with "Under $5,000" budget is disqualified by Rule 1, even if their timeline was acceptable.

Rule Order

To reorder rules:

1. Drag and drop rules using the handle icon
2. Place most important disqualification criteria first
3. Order is saved automatically

The Disqualified Experience

When a prospect is disqualified, they see:

• A message explaining they don't qualify
• The calendar remains disabled
• They cannot select a time slot

The disqualification message is: "Unfortunately, there are no available times that match your requirements."

Disqualified Lead Tracking

Disqualified prospects are still tracked:

• Lead record is created with is_qualified: false
• Disqualification reason is recorded
• Appears in your Leads list with "Disqualified" status
• If GoHighLevel is connected, synced with "disqualified" status

Enabling/Disabling Rules

Toggle individual rules on or off:

1. Find the rule in your qualification rules list
2. Click the toggle to enable/disable
3. Disabled rules are ignored during evaluation

Use this to temporarily suspend rules without deleting them.

Best Practices

Start Conservative

• Begin with 1-2 clear disqualification criteria
• Monitor leads to identify patterns
• Add more rules based on data

Use Dropdown/Radio Fields

• Rules work best with predefined options
• Avoids typos and variations in free-text responses
• Makes analysis easier

Balance Qualification

• Too strict = miss good leads
• Too loose = waste time on calls
• Review disqualified leads periodically

Clear Field Labels

• Make qualification questions clear
• "What's your budget for this project?" not "Budget?"
• Prospects should understand what's being asked

Common Patterns

B2B Qualification

1. Company size (disqualify if too small)
2. Budget (disqualify if below minimum)
3. Decision timeline (disqualify if too far out)
4. Industry (disqualify competitors or non-fit industries)

High-Ticket Services

1. Revenue/budget verification
2. Business maturity stage
3. Urgency level
4. Existing solutions in place

Coaching/Consulting

1. Commitment level
2. Investment readiness
3. Specific challenges (must have problems you solve)
4. Current situation fit

Troubleshooting

Rule Not Triggering

• Verify the field value matches exactly (case-sensitive for equals)
• Check that the rule is enabled
• Ensure the field is in a step before the Continue button

Too Many Disqualifications

• Review the rule logic
• Check if values match expected responses
• Consider using "contains" instead of "equals" for flexibility

Prospects Bypassing Rules

• Ensure all qualification fields are required
• Verify rules cover all disqualifying response options

Related Guides

• Custom Form Fields - Set up fields for qualification
• Lead Grading - Score qualified leads
• Managing Leads - View disqualified leads