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Routing forms: sending people to the right meeting

Ask a few questions first, then book a meeting type, show a message or open a page.

Make one

  1. In Scheduling, open Routing, type a name such as Which demo is right for you?, and press New routing form.
  2. Under 1. The questions, choose Build them here and Add a question, or Use one of my forms. Their name and email are always asked first.
  3. Under 2. Where the answers send them, press Add a rule: If the answer to a question is, contains or is not an answer, then book a meeting type, show a message or go to a page.
  4. Set Otherwise for everyone no rule catches, tick On and press Save.

Sharing it

Copy the routing form's link from its row and put it wherever you would put a booking link. Bookings made through it are recorded as coming from routing.

Getting started with Scheduling →Making a meeting type →Setting your hours, buffers and limits →

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