Creating Links

This guide covers everything you need to know about creating and managing schedulers in Aura.

Creating a New Scheduler

Step 1: Access the Scheduler

1. Click Scheduler in the main sidebar
2. View your existing schedulers (if any)
3. Click Create Scheduler

Step 2: Basic Configuration

Configure the essential settings:

Duration Options

Step 3: Configure Availability

Set when people can book with you:

1. Weekly Hours: Define available hours for each day
2. Buffer Time: Gap between consecutive meetings
3. Advance Notice: Minimum time before a booking
4. Max Days Ahead: How far in advance people can book

See Availability for detailed configuration.

Step 4: Set Up Rules (Optional)

Filter leads automatically:

1. Navigate to the Rules tab
2. Enable disqualification for specific questions
3. Define which answers should disqualify

See Disqualification Rules for setup.

Step 5: Add Form Questions (Optional)

Collect information from bookers:

1. Navigate to the Form tab
2. Add built-in fields (name, email, phone)
3. Add custom questions
4. Mark required vs optional

See Custom Questions for all options.

Step 5a: Add Lead Scoring and Routing (Optional)

Grade qualification answers to produce a 0-100 score and A/B/C/D tier, then map tiers to preferred closer pools. Scoring does not require routing, and routing cannot add somebody who is not already a host on the link. Read Lead Scoring and Routing before publishing so you understand missing-signal behavior, scheduler overrides, booking-share weights, and full-host availability fallback.

Step 6: Configure Outcomes

Customize what each lead sees based on how their form ended:

Both are optional and hidden behind + Add buttons by default - leave them alone to use Aura's built-in defaults (neutral "no slots" screen for disqualified; built-in confirmation page for booked). Interested and Qualified states fire automatically and can be hooked into Zapier for custom workflows.

Step 7: Save and Share

1. Click Create Link
2. Your link is now live
3. Copy the shareable URL

Managing Existing Links

View All Links

Go to Scheduler to see your schedulers grid showing:

• Link name and URL
• Status (active/disabled)
• Duration
• Recent bookings

Edit a Link

1. Click on a scheduler card
2. Or click the ••• menu → Edit
3. Make changes in the configuration sheet
4. Changes save automatically or click Save

Link States

Disable a Link

Temporarily stop accepting bookings:

1. Find the link in Scheduler
2. Click ••• menu → Disable
3. Link shows "Coming Soon" to visitors

Re-enable anytime by clicking Enable.

Duplicate a Link

Make a copy of a link to try a change without touching the original:

1. Find the link to duplicate
2. Click ••• menu → Duplicate
3. The copy shows up with "(Copy)" at the end of its name
4. Open the copy to change its name, URL, or any other setting

Admins can duplicate any link. Other members can duplicate the links they made. A link in Trash, or one that needs review, can't be duplicated until an admin restores or reactivates it.

What the copy keeps. The copy has the same questions, hosts, hours, routing, and look. It also sends the same email reminders. If the original is paused, the copy starts paused too.

Emails. The copy gets its own version of each custom email, named after the copy. You can edit the copy's emails without changing the original. Aura's built-in emails stay shared.

Admin settings. When an admin duplicates a link, the copy also gets the original's HubSpot fields. Slack alerts and Close CRM rules set up for the original also cover the copy. When another member duplicates a link, these settings are left out. Ask an admin to add them to the copy.

Images. The copy gets its own copy of the original's logo and preview image, so changing one link's image doesn't change the other's.

What the copy doesn't keep. Tracking links, Zapier and Partner API hooks made for one link, and Whop links stay with the original. Set them up again on the copy if you need them.

Delete a Link

Permanently remove a link:

1. Find the link
2. Click ••• menu → Delete
3. Confirm deletion

Link Configuration Options

Display Settings

Scheduling Settings

Confirmation Settings

Advanced Settings

URL Structure

Your schedulers follow this structure:

https://app.aura-app.ai/b/YOUR_TOKEN

Slug Best Practices

Changing Slugs

You can change a link's slug anytime:

1. Edit the link
2. Update the URL slug field
3. Save changes

What Happens When Someone Books

For the Booker

1. Views your availability - Real-time slot display
2. Selects a time - Clicks on available slot
3. Fills out questions - Completes your form
4. Receives confirmation - Email with meeting details

For You

1. Notification - Email about the new booking
2. Calendar event - Added to your connected calendar
3. Lead created - New lead in your Pipeline
4. Call scheduled - Appears in Calls view

Data Flow

Booking Completed
       │
       ├──▶ Lead record created
       │         └── Contact info
       │         └── Custom field responses
       │         └── UTM attribution
       │
       ├──▶ Call record created
       │         └── Scheduled time
       │         └── Video conference link
       │         └── Assigned to you
       │
       └──▶ Booking intent updated
                 └── Marked as completed
                 └── Conversion tracked

Next Steps

• Availability - Fine-tune your schedule
• Custom Questions - Build qualification forms
• Embedding - Add to your website