Simplify client intake and therapist matching for online therapy platforms

Simplify client intake and therapist matching for online therapy platforms

Automated, secure scheduling and client routing for mental health providers

Automated, secure scheduling and client routing for mental health providers

Cal.com routing form showcasing the creation of a customizable intake form with therapy-specific questions. The form is designed for online therapy platforms, collecting preferences such as therapy type and language.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

How Cal.com routing works for online therapy

How Cal.com routing works for online therapy

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

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.

Create form template for online therapy client intake and therapist matching.

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.

Automated routing and therapist assignment for online therapy teams.

Benefits for online therapy platforms

Benefits for online therapy platforms

Drive engagement and deliver better care through smarter scheduling and routing

Drive engagement and deliver better care through smarter scheduling and routing

Attribute-based therapist routing example for client intake in online therapy.

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.

Ownership assignment for repeat clients and therapist relationships in online therapy.
Weekly insights for therapist routing and client intake in online therapy.

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 routing logic for therapy type, language, and location in online therapy.

Key features for therapy platforms

Key features for therapy platforms

Purpose-built scheduling and routing for mental health providers

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.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

Frequently asked questions

Frequently asked questions

These are some of our most frequently asked questions.

These are some of our most frequently asked questions.

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.

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.

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.

Don’t just take our word for it

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

Don’t just take our word for it

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

Don’t just take our word for it

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

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

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