Let’s say your organization involves multiple members who are experts in their departments. A client wants to book a meeting with a member from a specific department. Instead of going through a long list of hosts, routing forms can direct your client to a specific host/team member based on their choices or input.
Routing forms help clients find the right person to schedule a meeting efficiently without going in circles. It allows you to create a form with input-based routing linked to your lists of scheduling links that collects the information provided by the client and routes the correct scheduling link to the relevant host/team member. If multiple scheduling links satisfy the same condition, the earliest availability time across hosts will be chosen.
For example, a client visiting your website wants to schedule a meeting with an English teacher. Instead of going through a list of available teachers, they will simply fill out the routing form embedded on your website. After selecting their preferred answers (date, time, location, which teacher they want to book a meeting with, etc.), they need to submit their form, and based on their answers, a meeting will be scheduled with a suitable teacher matching those conditions who is available at the earliest. Once confirmed, the clients receive a confirmation with the meeting link with all the details.
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.
-
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.