User flows

Routing forms on Calendly

Routing forms can be used to screen people before they make a booking. In a few steps you can create a routing logic through which people can be directed to different meeting for booking.

Screenshot of Feature introduction modal of Routing Forms while routing forms on Calendly — Feature introduction modal of Routing Forms

Screenshot of Create new routing form while routing forms on Calendly — Create new routing form

Screenshot of Name new routing form while routing forms on Calendly — Name new routing form

Screenshot of Build your form while routing forms on Calendly — Build your form

Screenshot of Add Questions while routing forms on Calendly — Add Questions

Screenshot of Add Questions 1 while routing forms on Calendly — Add Questions 1

Screenshot of Edit button text while routing forms on Calendly — Edit button text

Screenshot of Setting up routing logic while routing forms on Calendly — Setting up routing logic

Screenshot of Exceptions response while routing forms on Calendly — Exceptions response

Screenshot of Live preview while routing forms on Calendly — Live preview

Screenshot of Publishing form and Sharing options while routing forms on Calendly — Publishing form and Sharing options

Screenshot of Sharing to website options while routing forms on Calendly — Sharing to website options

Screenshot of NPS for Routing forms while routing forms on Calendly — NPS for Routing forms

Screenshot of NPS - 2 for Routing Forms while routing forms on Calendly — NPS – 2 for Routing Forms

Screenshot of NPS - 3 Routing forms while routing forms on Calendly — NPS – 3 Routing forms

Steps

Homepage -> Routing Forms
New Routing form
Fill in Form details
Set-up Routing logic
Set-up Exceptions response
Publish

More User Flows

Sharing on Microsoft Teams

Meeting on Microsoft Teams

Meeting on Microsoft Teams

Creating a channel on Microsoft Teams