Routing for onboarding specialists

Smarter routing for onboarding specialists

Automatically connect new hires or clients with the right onboarding specialist. Streamline the scheduling process so every onboarding experience feels personal and efficient.

Onboarding specialists routing formSave
1. How many people work at your company?Required

Label

How many people work at your company?

Identifier

company-size

Type

Single selection

Options

Manually addFrom attributeCompany size (3 of 4)
2. What services are you interested in?Required
3. What country are you based in?Required
4. What's your timeline for getting started?Required
Add question

Trusted by fast-growing companies around the world

How automated routing supports your onboarding process

Make onboarding seamless and efficient from the very first interaction.

01

Capture onboarding details

New hires or clients complete a simple form to provide key onboarding information and preferences.

02

Assign the right specialist

Cal.com automatically matches each onboarding request to the most suitable specialist based on expertise, location, department, or workload.

03

Schedule and confirm sessions

Sessions are scheduled instantly into the specialist’s calendar, with automated confirmations and reminders for a smooth start.

Why teams choose Cal.com for onboarding routing

Deliver a frictionless onboarding experience for every new employee or client.

Customer

Form answers

ImmigrationFrance
SalesforceHubSpot
Booked

Enterprise round robin

Alex Fisher

ImmigrationFrance
01

Reduce manual coordination

Automate assigning and scheduling so your HR or onboarding team can focus on what matters most: people, not admin.
Salesforce

Owned account found

Assign to account owner

YesNo

Assign to owner

Direct to account owner

CustomerOwner

Event scheduled

Round robin

Find an available host

EMR Sales
02

Deliver personalized onboarding

Route each new hire or client to the right specialist based on department, location, or unique onboarding needs for a tailored experience.

Routed to this week

Benny above avg.
03

Improve onboarding speed

Instant routing and scheduling cuts wait times, helping new hires and clients feel welcomed and productive faster.
Company sizeAny in>500

Send booker to

Event TypeEU Enterprise

And direct to team member

WhenAllmatch

InterestsAny inImmigrationCountryAny inAttribute
04

Gain actionable insights

Track onboarding metrics, analyze bottlenecks, and optimize your process with built-in analytics.

Powerful features for onboarding specialists

All the tools you need to automate and personalize onboarding scheduling.

Automated specialist assignment

Route onboarding requests to the most suitable team member based on role, expertise, or location automatically.

Ownership-based routing

Assign sessions to the onboarding specialist who already owns the relationship or account, ensuring continuity and context.

Customizable onboarding forms

Easily create forms to collect all necessary onboarding details, preferences, or documentation from new hires or clients.

Calendar integrations

Sync sessions with Google, Outlook, or any major calendar system for real-time availability and updates.

Multi-step workflows

Design complex onboarding journeys with conditional logic and multiple steps, all within Cal.com.

Actionable analytics

Monitor onboarding performance, track session completion, and identify improvement opportunities with detailed insights.

All your key tools in sync with your meetings

Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.

Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarSprawdza każdy kalendarz pod kątem konfliktów i dodaje rezerwację.
  • Zoom VideoDaje każdej rezerwacji własny link do spotkania.
  • SalesforceZapisuje spotkanie przy kontakcie i kieruje je do właściciela.
  • HubSpot CRMDodaje rezerwacje do kontaktów i deali.
  • SlackPowiadamia zespół, gdy tylko spotkanie zostanie zarezerwowane.
  • StripePobiera płatność po zarezerwowaniu terminu.
  • FramerUmieszcza stronę rezerwacji w witrynie Framer.
  • ElevenLabsDaje agentom głosowym realistyczny głos AI.
  • LinearUstawia status Poza biurem z kalendarza.
  • Meta PixelMierzy rezerwacje z kampanii reklamowych Meta.
  • UmamiLiczy wizyty na stronie rezerwacji, prywatnie.
  • WhatsAppSpotyka twoich gości na czacie WhatsApp lub w rozmowie wideo.

Frequently asked questions

These are some of our most frequently asked questions.

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Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeyna Trustpilot
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
    Kent C. Dodds 🌌@kentcdodds na X
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh na X
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
    davidvkimballna Trustpilot
  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson na X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denisna Product Hunt
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianna Product Hunt
  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggarna Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best na X
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
    Benna Product Hunt
  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
    Pankaj Dixitna Product Hunt
  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeina Product Hunt

Trusted by fast-growing companies around the world

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Start automating onboarding scheduling for a better experience.

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