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Schedulers

Create and manage schedulers for seamless lead capture and scheduling

Schedulers

Schedulers are the entry point to your Aura sales funnel. They let prospects schedule meetings with you while capturing valuable qualification data and attribution information.

What Are Schedulers?

A scheduler is a personalized scheduling page that:

  • Shows your real-time availability (synced from your calendar)
  • Collects contact information and custom question responses
  • Filters leads with disqualification rules
  • Tracks attribution via UTM parameters
  • Creates leads and calls automatically when someone books

Key Features

Intelligent Scheduling

Aura calculates available slots by combining:

  • Your weekly availability hours
  • Calendar events (blocks busy times)
  • Buffer time between meetings
  • Advance notice requirements
  • Maximum booking window

Lead Qualification

Every scheduler can include:

  • Custom questions to qualify prospects
  • Automatic disqualification based on answers
  • Required vs optional fields
  • Multiple question types (text, select, multi-select, etc.)

Flexible Distribution

For teams:

  • Single-host links (one team member takes every booking)
  • Round-robin links (distributed across the team)
  • Availability-based or balanced distribution

Attribution Tracking

Track where your best leads come from:

  • UTM parameter support (source, medium, campaign, etc.)
  • Referrer tracking
  • Custom reference parameters

Scheduler Flow

┌──────────────┐     ┌──────────────┐     ┌──────────────┐     ┌──────────────┐
│   VISITOR    │────▶│   SELECT     │────▶│   FILL OUT   │────▶│   BOOKING    │
│   ARRIVES    │     │   TIME SLOT  │     │   QUESTIONS  │     │   COMPLETE   │
└──────────────┘     └──────────────┘     └──────────────┘     └──────────────┘
       │                    │                    │                    │
       ▼                    ▼                    ▼                    ▼
  Intent Created      Slot Validated      DQ Rules Checked      Lead Created
  (page_viewed)       (availability)      (qualification)       Call Scheduled

In This Section

Step-by-step guide to creating and configuring schedulers.

Availability

Configure weekly hours, buffers, advance notice, and timezone handling.

Custom Questions

Build forms to collect qualification data from prospects.

Disqualification Rules

Automatically filter out poor-fit leads based on question responses.

Embedding

Add schedulers to your website with iframe embeds or the Aura embed script.

UTM Tracking

Track lead attribution with UTM parameters and custom references.

Round Robin

Distribute incoming bookings across your sales team.


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