Cal.com's Routing Forms app is an impactful tool that organizations can enable as part of ensuring that appointment bookers are effortlessly connected with the right person or event. Routing Forms work by allowing Cal.com account holders to create inputs that the booker can fill to generate data. This information will then route the booker to the correct event or team member, as defined by the account holder. Routing Forms save time by helping teams and organizations bypass the inefficiencies that are generated when an individual books an appointment with the wrong representative or chooses the right representative but the wrong appointment type.
How do you use Routing Forms?
Routing Forms are easy to use and install because they are a modular feature. This means that if you do not need the functionality that Routing Forms provide, you can simply opt not to use it. However, if you ever change your mind, it's merely a matter of visiting theCal.com App Store to install the free app.
Select the Install button in the upper right-hand corner
Now, select the new Routing Forms icon from your Cal.com menu
Click the +New label to create your first Routing Form
Name the form and add a short description
Click Continue
Select the form tab and add your first input field
Click the +Add Field button if you would like to add multiple fields to your form
Click the Save button
Next, select the routing tab
Use the dropdown menu to choose your routing path
Click the +Add Rout button to create additional paths for this form
Select the +Add Rules button to customize the path further
Finally, as always, click the Save button in the upper right-hand corner
Cal.com is more than just an open-source Calendly alternative; it's an entire scheduling infrastructure platform. We understand that different workflows and organizational structures require different customizable, time-based environments. We also know that not everyone has the time to invest in customizing every aspect of their product experience, including third-party extensions. This is why we've invested in creating modular apps that allow individuals, teams, and communities to customize their experience in a plug-and-play type manner. These tools ensure that our product is just as welcoming for those who love coding and those who are fans of a low or no-code environment. If you'd like to try Cal.com's dynamic and flexible calendar scheduling infrastructure, click the link below.
