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      • GETGet the enrollment timeline
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      • GETList the open slots of a booking link
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      • GETList offers
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      • GETGet composer options
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      • GETList responsibilities
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  1. Documentation
  2. Closing, Offers & Payments
  3. Closer scope
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Closer scope

PreviousClosing, Offers & PaymentsNextCompose an offer

At Mike Academy, the closer finishes a sales conversation with Alex Morgan and prepares a named Agentic AI Developer offer. The closer's school-scoped business role gives a narrow offer workflow. It does not make them an organization owner or admin.

ActionOrganization-scoped closerSchool owner/admin
Create an offer draftYesYes
See an offer's address and statusOwn offers onlyAll school offers
Open a draft for buyersOwn draft onlyYes
Edit, close or delete an offerNoYes, when its state permits
Read payment schedules and school-wide encashmentsNoYes
Record offline settlement or change chargingNoYes, subject to the line's state
Inspect payment fulfilment and retry eligible accessNoYes, when the retry action is available

The closer uses the school's Offers screen to compose, open and copy their own offer. They can tell Alex which link to use and whether their offer is still a draft or open. They cannot infer that Alex has paid from their limited offer row; the owner/admin confirms collection in Payments and payment details in Offers.

The buyer uses the public address without a school staff role. Payment does not grant the closer authority to inspect Alex's financial schedule. If Alex says payment succeeded but learning is unavailable, pass the offer and buyer identity to an owner/admin for payment and access diagnosis.

Creating or opening offers is a school screen action. The Offer payments API is for an owner/admin controlling an existing plan; an API key does not expand the closer's role.