If you’re looking for an easy and productive way to check customers and customers for a calendar reservation, Calendly has created a new feature that greatly simplifies the process.

Image: Andrey Popov / Adobe Stock

Calendly is an online meeting scheduling service for individuals, teams and businesses that recently launched a new performance feature called Routing forms. This Calendly feature makes the customer booking process more efficient and customer-oriented.

How Calendly Routing Forms Work

Calendly’s Routing Forms feature allows you to create a customer / customer form with minimal verification questions (the less, the better) – how the customer / customer answers these questions will determine if and with whom they will be booked. This allows you to qualify customers before booking an appointment and reduces the likelihood that your business will miss opportunities.

SEE: Rental Kit: Project Manager (TechRepublic Premium)

How to create a Calendly Routing Form

First, create a Calendly account. Then log in to your account and click the Routing Forms tab in the main window (Figure A).

Figure A

Image: Jack Wallen / TechRepublic. The main window of Calendly.

In the window that appears, click New Routing Form (Figure B).

Figure B

Image: Jack Wallen / TechRepublic. Create your first routing form in Calendly.

Name the new form, and then, when prompted, click Add a question (Figure C).

Figure C

Image: Jack Wallen / TechRepublic. Your routing form is ready for questions.

When you click Add a question, you will be presented with a drop-down menu where you can choose from:

  • name
  • E-mail address
  • Phone number
  • Drop down menu
  • Radio button
  • Short answer
  • Paragraph

Let’s say, for example, that you want to create a form that allows a client or clients to add their name, email address, and reason for saving the appointment. To do this, you must first select Name from the drop-down menu. Configure the question – everyone will have different options – and click Save (Figure D).

Figure D

Image: Jack Wallen / TechRepublic. Add a question Name to the form.

Add more questions to complete your form as you wish, and click Next (Figure E).

Figure E

Image: Jack Wallen / TechRepublic. Our new routing form is complete.

In the next window you can define the routing logic, which will determine where the reservation request will be sent (Figure F).

Figure F

Image: Jack Wallen / TechRepublic. The routing logic makes it possible to direct the reservation request based on the answers to the questions in the form.

The way you create the routing logic will depend on the questions you add. For example, you can target an event as a 30-minute meeting based on a specific domain.

You may have company-specific customers who all use the same domain. You can configure the routing logic so that only booking requests that include their domain are directed to the 30-minute meeting (Figure G).

Figure G

Image: Jack Wallen / TechRepublic. Routing logic to route the example.com domain to the 30-minute meeting event.

In our example, all cases that do not include the example.com domain will be directed to a custom message that you can edit.

When you’re done, click Save Route and then Public Form. You will be presented with a sharing and / or embedding link that you can send to customers and clients or add to your website.

And that’s all there is to adding a routing form to Calendly so you can check people before they can book appointments in your calendar.

Try Calendly

If you’re looking for a great way to weed out the ones that shouldn’t clog your already busy calendar, Calendly has come up with a handy solution. Give Routing forms try and see if this makes your calendar booking life more efficient.

Calendly offers a free primary account and paid accounts to add features including automation, customization, integration and collaboration.

Subscribe to TechRepublic’s How to make the technique work on YouTube for all the latest technical advice for business professionals from Jack Wallen.

With Calendly’s new feature, screen clients before they schedule appointments with you

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