If your organization has multiple departments or specialists, clients shouldn't have to hunt for the right person to meet with. Routing forms act as an automated concierge, directing clients to the right team member based on their needs.
For example, instead of scrolling through a long list of hosts, a client fills out a short form on your website. The system reads their answers (department, language, location, etc.) and sends them to the correct scheduling link.
Creating a Routing Form
Go to the Admin Panel from the left sidebar.
Select the Routing Forms tab.
Click the Add new routing form button.
On the Build page, enter a title for the routing form. A corresponding link will be generated automatically. Click Continue to proceed.
To add a question, click Add a question. In the side pane, choose the question type—Dropdown or Checkbox—and enter your question in the Question field.
Add response options in the Option field. Use Add option to include multiple choices.
If the question should be mandatory, enable the Required toggle under Settings. Otherwise, leave it disabled.
Click Save changes, then click Continue.
On the Routing Logic page, select the scheduling links that should be included in the routing form, then click Continue.
Under Set routing logic based on answers, you'll see the selected scheduling links.
Click the three-dot menu next to the scheduling link and select Edit.
In the side pane that opens, map each answer to the appropriate scheduling link. Click Save changes when done.
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On the Share Routing Form page, you can:
Click View routing form to preview it.
Click Embed routing form to get the embed code for a webpage.
Or copy the routing form link to share directly.
The Submissions tab shows all responses submitted through the routing form.
When clients visit the link you've shared with them, they will be greeted with a form. Once they answer the form, they will be taken to the scheduling link that satisfies the condition.
In the above case, if the client answers "English" to "which teacher they want to book a meeting with?" they will be directed to the scheduling link, which has "English" as the selected teacher and has the earliest host availability.
If the answer does not satisfy any condition, the client will be shown as No meeting satisfies the given conditions.