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.


01
Automated therapist matching
Ensure each client is paired with the right therapist based on needs, availability, language, or specialization, reducing manual admin work.
02
HIPAA-ready security and privacy
Protect client data with robust privacy features and optional self-hosting, supporting your compliance needs.


03
Faster client onboarding
Accelerate the intake process with automated forms and routing, so clients can start therapy sooner.
04
Seamless integration with EHR and tools
Connect Cal.com with your EHR, telehealth, and communication platforms for a unified client experience.

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.
How does Cal.com help online therapy platforms match clients to therapists?
Cal.com’s routing forms collect client preferences and needs, then automatically assign each booking to the therapist whose skills, availability, and attributes are the best fit. This eliminates manual triage and streamlines the onboarding process.
Is Cal.com secure and compliant for mental health data?
Yes. Cal.com is HIPAA-ready, offers optional self-hosting for maximum data control, and includes security features designed for healthcare providers. The platform helps you protect sensitive client information at every step.
Can I integrate Cal.com with my EHR or telehealth tools?
Absolutely. Cal.com supports deep integrations with leading EHR and telehealth platforms, allowing you to synchronize therapist calendars, manage appointments, and deliver seamless virtual care.
How customizable are the intake and routing forms?
Forms are fully customizable without code. You can add, remove, or edit questions to match your intake workflow and capture the exact information needed for effective therapist matching.
Does Cal.com support group therapy, recurring sessions, or specialized event types?
Yes. Cal.com’s flexible event types support group sessions, recurring appointments, and specialized therapy services. Routing logic can assign clients to the right session or provider automatically.
How does Cal.com handle privacy and data residency requirements?
With open-source architecture and self-hosting options, you can deploy Cal.com in your own environment, ensuring compliance with privacy regulations and specific data residency needs.
What kind of analytics or insights does Cal.com provide?
Cal.com offers detailed analytics on form usage, therapist assignments, and intake efficiency. You can monitor bottlenecks, track conversions, and continually improve your client onboarding process.
Free up your time. We've got your scheduling covered. Try Cal.com now!
Transform your intake and therapist matching with Cal.com’s open scheduling infrastructure















