🎼On the ninth day of Calendly, my community gave to me: an easy way to route invitees!🎼
Welcome to the 12 Days of Calendly, a series of guideposts where we give you the gift of product knowledge and understanding! Yesterday, Sam taught us all about adding Calendly to your website - an incredible topic that goes hand in hand with what we’re going over, today! If you haven’t read that article yet, go check it out and then dash through the snow to read Sunday’s post - Managing Events for Multiple Businesses. Done? Great! Let’s move on to routing! 🎉
📍 Who can use this feature?
Routing solutions are available to users on our Teams and Enterprise plans, as well as the legacy Professional plan.
FYI: The Teams plan is available for both multi-user organizations as well as for individual use. To learn about the features in each plan, feel free to check out our pricing page!
📄 What are Calendly Routing Forms?
Routing forms let you request information such as industry, company size, specific interests, etc. from website visitors and automatically direct them to a specific scheduling or web page based on their responses. It's great for screening and qualifying sales leads on a website or matching clients or students to the booking page of the right subject-matter expert based on their interests, program, or other criteria. You can read more about setting up routing forms, here!
💡 Did you know?
Routing forms can be embedded on your website - much like your booking page! Read more, here.
🤹 For the individual user
Provide Location Based Availability
Those with availability that differs based on the day can use routing forms to prescreen invitees for their location or day preference prior to routing them to the correct corresponding event type.
Who can benefit from this?
- Hybrid workers who want to offer in-person or virtual on their in-office day(s) and virtual only on their out-of-office day(s).
- Invitees can be routed to one of two event types, one for in-office days and one for out-of-office days.
- The event type for in-office days can be configured to offer a choice between in-person and virtual, while the out-of-office event type would only offer virtual.
- Specialists working out of two offices who want to work from a specific office according to the day of the week.
- Invitees can select their preferred office or day of the week and be routed to the correct event type accordingly.
- For a quick demonstration on how this could be configured, feel free to take a look here.
- Invitees can select their preferred office or day of the week and be routed to the correct event type accordingly.
🎁 Here's an example of Routing Forms
In the routing form below, invitees that answer '50 or more' are directed to the Enterprise Account Executive event type.
✨ More Options
For some background, Calendly's native routing can be used to build out the complete routing flow. You are able to configure the entire path, from intake form to routing logic, all natively in Calendly.
Those who prefer forms powered by other softwares, or are looking to incorporate Calendly’s routing logic into their existing tech stack can utilize our direct integrations with
🎊 Helpful resources
| Article | Description |
| Getting started with routing forms | Instructions on how to set up a Calendly routing form. |
| Routing forms Best Practices | Best practices to keep in mind when creating routing forms with Calendly. |
| How to embed a routing form | Instructions on how to embed a Calendly routing form. |
| Routing form analytics | Instructions on how to view routing form analytics. |
| How Calendly works with existing routing tools | Best practices for integrating Calendly with your existing routing tools. |
| How Calendly routing works with LeanData | Best practices for integrating Calendly with LeanData. |
| How Calendly routing works with Distribution Engine | Best practices for integrating Calendly with Distribution Engine. |
~That’s a wrap~ on the ninth of ⭐12 Days of Calendly!⭐ We look forward to seeing you again tomorrow, where Sam will go into detail on the topic: Calendly Routing for Teams. Check back in for that and more through December 15th! ❄
Related community topics:
- Maximizing Automation with Routing Forms
- Calendly Routing for Advisors - Why You Need It
- How can I connect new leads to the right team member, but only share one link?
