Disqualification rules

SalesMarketing

Disqualification rules turn away the leads who aren't a fit before they reach a host's calendar — so your team spends its time on the calls that matter. This page covers when to use them, how to build one, and what a disqualified visitor experiences.

When to use disqualification

Reach for disqualification whenever a certain kind of visitor should not be able to book a call. Common examples:

A budget or company-size answer that's below what your team handles.
A region or country you don't sell into.
Free email providers when you only want business leads (though the business-email-only setting on the booking form often handles this on its own).
Competitors or specific domains you'd rather not meet with.

If instead you want everyone to book but with the right host, that's conditional routing, not disqualification.

Building a rule

Disqualification rules live on the Disqualification tab of the event-type editor. Each rule is an if-this condition — when a lead matches, they're disqualified.

Open the event type

Go to Event types, open the one you want, and click the Disqualification tab.

Choose what happens (the fallback)

At the top, pick what a disqualified lead should see — a message, a fully-booked calendar, or a redirect. (Covered in Actions below.)

Add a rule

Under Logic, click to add a rule, choose a field, an operator, and a value — for example Company size · is less than · 10.

Combine conditions if needed

Add more conditions and join them with and / or to build something like budget is under €5,000 and country is not Germany.

Order your rules

Drag rules so your most specific ones sit at the top — the first rule a lead matches is the one that fires.

One fallback, many rules

The "what happens" choice is set once for the whole event — it applies to every disqualification rule on that event. You don't pick a different outcome per rule.

Fields & operators

A condition is always a field, an operator, and a value. You pick the field and operator from menus — there's nothing to type by hand except the value you're matching against.

The fields you can check:

Field	What it is
Email domain	The part of the email after the @ (e.g. `gmail.com`).
Phone country	The country of the phone number they entered.
Traffic source (utm_source)	Where the visitor came from, from your campaign tracking.
Campaign (utm_campaign)	The campaign they arrived through.
Medium (utm_medium)	The medium they arrived through (e.g. email, cpc).
Your booking questions	Any custom question you've added to the form.

The operators you can use:

Operator	Reads as	Use it for
is	is exactly	An exact match (not case-sensitive).
is not	is not	Anything except a value.
is any of	matches any one of	A list of acceptable values — match any one.
is greater than	is greater than	Number answers, above a threshold.
is less than	is less than	Number answers, below a threshold.
starts with	starts with	The beginning of a value.

A few practical notes

Text matching ignores capitalisation and extra spaces, so Acme and acme match the same rule.
Phone country only offers is, is not, and is any of, and gives you a country picker instead of a text box.
If a visitor leaves a field blank, that blank never matches a rule — so an empty answer can't accidentally disqualify someone.

Actions (redirect vs fully booked)

When a lead is disqualified, you choose what they see. There are three options, set at the top of the Disqualification tab:

Show a custom message — a title and message you write, with an optional button (label + link) underneath. Good when you want to explain politely, or point people to a self-serve resource.
Show fully booked calendar — the lead continues to the calendar but finds no available times. A quiet way to turn someone away without telling them they didn't qualify.
Redirect to a URL — the lead is sent to a web page you specify, such as a "not a fit right now" page or a lower-tier offer.

Redirect links must be secure and public

A redirect link has to start with https:// and point to a normal public web address. Internal or private addresses are rejected when you save. The link is used exactly as you enter it — Preb doesn't fill in any of the visitor's details for you.

What happens to disqualified leads

Disqualified leads aren't thrown away — they're still captured so you keep full visibility:

They're saved as a contact with a Disqualified status in your pipeline.
If you added an internal reason, it's stored on the contact for your team. The visitor never sees it.
The redirect, message, or empty calendar happens immediately — for a redirect, after a brief pause so any closing message can be read.

Disqualification is a filter, not a lock

Disqualification is designed to shape who books — it turns the wrong people away at the form. It's not a hardened security barrier, so don't rely on it to keep highly sensitive events private. For events that must never be booked by the wrong person, lean on routing (which is enforced when the booking is submitted) and on keeping the booking link private.

Examples

Turn away small deals

Company size · is less than · 25

Fallback: Show a custom message — "Thanks for your interest! Our team works best with companies of 25+. Here's a guide to get you started," with a button linking to a help article.

Block free email providers and a competitor

Email domain · is any of · gmail.com, yahoo.com, competitor.com

Fallback: Show fully booked calendar — they simply find no times.

Only sell in two countries

Phone country · is not · (any of) Germany, Austria

Fallback: Redirect to a URL — send them to a partner page for other regions.

Combine conditions

Budget · is less than · 5000 and Traffic source · is · paid-display

Disqualify low-budget leads from a specific ad campaign, while leaving everyone else free to book.

Command Palette