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 route 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 earliest. Once confirmed, the clients receive a confirmation with the meeting link with all the details.
Follow the steps to create a routing form.
Click on Routing Forms button in the sidebar.
Click on Add new routing form button. In the build page, enter the title of the routing form with the routing form link, click continue.
Now, Add a question. For our example, the question will be "What language do you prefer?" and the question type will be Dropdown/checkbox.
In the Settings tab, select required or hide question for this routing form to consider, click save changes, then click continue.
In the routing logic page, select the scheduling links to be considered for the routing form. click continue. click on three dot menu, then edit. In the newly opened pane, set your answers to map the scheduling links and answers.
Once everything is done, share the routing form with your clients by copying the link or embedding it on your website.
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.