Routing for online therapy platforms

Simplify client intake and therapist matching for online therapy platforms

Automated, secure scheduling and client routing for mental health providers

Online therapy platforms routing formSave
1. How many people work at your company?Required

Label

How many people work at your company?

Identifier

company-size

Type

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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
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Zaufały nam szybko rosnące firmy na całym świecie

How Cal.com routing works for online therapy

Effortlessly match clients to the best therapist and automate your intake process

01

Set up your intake routes

Create customizable routing forms to collect essential client information and preferences during the booking process.

02

Let clients securely provide details

Clients answer screening questions—such as preferred therapy type or therapist specialization—ensuring privacy and compliance.

03

Automatically match to the right therapist

Based on responses, Cal.com routes each client to the most suitable licensed therapist or mental health provider on your team.

Benefits for online therapy platforms

Drive engagement and deliver better care through smarter scheduling and routing

Customer

Form answers

ImmigrationFrance
SalesforceHubSpot
Booked

Enterprise round robin

Alex Fisher

ImmigrationFrance
01

Automated therapist matching

Ensure each client is paired with the right therapist based on needs, availability, language, or specialization, reducing manual admin work.
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

HIPAA-ready security and privacy

Protect client data with robust privacy features and optional self-hosting, supporting your compliance needs.

Routed to this week

Benny above avg.
03

Faster client onboarding

Accelerate the intake process with automated forms and routing, so clients can start therapy sooner.
Company sizeAny in>500

Send booker to

Event TypeEU Enterprise

And direct to team member

WhenAllmatch

InterestsAny inImmigrationCountryAny inAttribute
04

Seamless integration with EHR and tools

Connect Cal.com with your EHR, telehealth, and communication platforms for a unified client experience.

Key features for therapy platforms

Purpose-built scheduling and routing for mental health providers

Customizable intake and routing forms

Design forms to gather relevant client details and automate therapist assignment.

Attribute-based therapist routing

Route clients based on attributes like therapy type, language, insurance, or location for optimal matching.

Self-hosting and API-first architecture

Deploy Cal.com on your own infrastructure to meet strict privacy and compliance requirements, or use our robust API for custom integrations.

Deep integrations with EHR and telehealth

Connect with popular electronic health records and telehealth apps to sync schedules and manage sessions effortlessly.

No-code setup and branding

Easily build, customize, and embed forms into your client portal, all with your branding—no developer required.

Analytics and routing insights

Track how clients are matched, monitor intake bottlenecks, and optimize your workflows with actionable scheduling data.

Wszystkie kluczowe narzędzia zsynchronizowane ze spotkaniami

Łączy się z Slack, Salesforce i ponad 100 innymi. Rezerwacje pojawiają się tam, gdzie Twój zespół już pracuje.

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 do właściciela.
  • HubSpot CRMDodaje rezerwacje do kontaktów i transakcji.
  • SlackOd razu informuje zespół o zarezerwowanym spotkaniu.
  • StripePobiera płatność przy rezerwacji 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 wideorozmowie.

Najczęściej zadawane pytania

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  • 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.
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