Calendly's Routing Forms
We know forms don't sound all that exciting, but what if they could help you deliver customer-centric scheduling experiences? What if they created great first impressions and increased your chances of converting prospects?
Do we have your attention yet?
With Calendly's Routing Forms, you can:
Qualify invitees before they book: Sales and customer-facing teams can prioritize and close high-value leads based on industry, company size, and other requirements.
Automatically route contacts to the right team member: Direct students, patients, or clients to a specific scheduling option based on a program or product interest.
Build and publish a form in minutes: A straightforward form-building experience helps Calendly admins quickly create and manage Routing Forms for teams.
Note: Only Calendly admins can create and publish Routing Forms, but once they're live, your team can view and share them as needed. To get started, go to the “Routing Forms” tab on your Calendly homepage and select “Intake form.” This is where you’ll enter the questions into your form.
By qualifying your website visitors upfront and routing them to the appropriate team member automatically, you'll save time and prioritize connections that are the best fit for your business. And your team members will stay focused on building relationships with qualified leads matched to their expertise areas.