Qualification rules automatically filter out prospects who don't meet your criteria, saving you time by preventing unqualified leads from booking calls.
Prospect fills out your booking form
When they click "Continue", the system evaluates qualification rules
If any rule matches with a "disqualify" action → prospect sees a rejection message
If no rules match → prospect proceeds to select a time slot
Go to your event's Qualification Rules section
Click Add Rule
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)
Click Save
Operator | Description | Example |
equals | Exact match | Budget equals "Under $1,000" |
not_equals | Does not match | Industry not_equals "Target Industry" |
contains | Includes the text | Company contains "competitor" |
not_contains | Does not include | Goals not_contains "free" |
greater_than | Numeric comparison | Team Size > 100 |
less_than | Numeric comparison | Revenue < 10000 |
Disqualify prospects with insufficient budget:
Field: Budget
Operator: equals
Value: Under $5,000
Action: Disqualify
Only accept larger companies:
Field: Number of Employees
Operator: less_than
Value: 10
Action: Disqualify
Exclude certain industries:
Field: Industry
Operator: equals
Value: Competitor
Action: Disqualify
Disqualify prospects not ready to buy:
Field: Timeline
Operator: equals
Value: Just researching
Action: Disqualify
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:
Budget equals "Under $5,000" → Disqualify
Timeline equals "6+ months" → Disqualify
A prospect with "Under $5,000" budget is disqualified by Rule 1, even if their timeline was acceptable.
To reorder rules:
Drag and drop rules using the handle icon
Place most important disqualification criteria first
Order is saved automatically
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 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
Toggle individual rules on or off:
Find the rule in your qualification rules list
Click the toggle to enable/disable
Disabled rules are ignored during evaluation
Use this to temporarily suspend rules without deleting them.
Begin with 1-2 clear disqualification criteria
Monitor leads to identify patterns
Add more rules based on data
Rules work best with predefined options
Avoids typos and variations in free-text responses
Makes analysis easier
Too strict = miss good leads
Too loose = waste time on calls
Review disqualified leads periodically
Make qualification questions clear
"What's your budget for this project?" not "Budget?"
Prospects should understand what's being asked
Company size (disqualify if too small)
Budget (disqualify if below minimum)
Decision timeline (disqualify if too far out)
Industry (disqualify competitors or non-fit industries)
Revenue/budget verification
Business maturity stage
Urgency level
Existing solutions in place
Commitment level
Investment readiness
Specific challenges (must have problems you solve)
Current situation fit
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
Review the rule logic
Check if values match expected responses
Consider using "contains" instead of "equals" for flexibility
Ensure all qualification fields are required
Verify rules cover all disqualifying response options
Custom Form Fields - Set up fields for qualification
Lead Grading - Score qualified leads
Managing Leads - View disqualified leads
