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Cal ID’s Routing Forms help people quickly book the right appointment with the right person. It works by asking the booker a few questions. Based on their answers, the system automatically directs them to the correct person, a specific event, or an external website — saving time for everyone and avoiding mistakes like booking with the wrong person or choosing the wrong type of meeting.
Routing rules read the booker’s answers and match them against conditions you define. A qualified lead can be sent straight to a specific event type or a team’s round-robin queue, while everyone else falls through to a fallback route — so the right people always land on the right booking page.

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Create a new form

1

Access Routing

Log in to your Cal ID account and click on Routing in the left-hand sidebar.
2

Start creation

Click + New (or Create Routing form) in the top right corner.
3

Choose ownership

If you are part of a team, the system will ask if this form is for your Personal account or for a specific Team. Select the owner you want.
4

Add form details

An Add new form pop-up will appear:
  • Title: Give your form a clear name (for example, “New Client Inquiry”).
  • Description: Briefly explain the purpose of the form for your internal reference.
Add new form pop-up with Title and Description text fields and a Create button

Naming your new routing form

5

Create

Click the Create button to proceed.

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Design the form (questions)

You will be redirected to the Form tab to build your questionnaire.
1

Add questions

Click Add question to create your first field. You can add as many as you want.
2

Configure each question

  • Label: The question the booker will see (for example, “What is your budget?”).
  • Identifier: A unique internal name used for setting up routing rules later.
  • Type: Select the format of the answer: Short Text, Long Text, Single Select, Multi-select, Email, Phone, or Number.
  • Required: Select Yes if the booker must answer this to proceed.
Question editor showing the Label and Identifier text fields, the answer Type dropdown, and the Required setting

Setting up a qualifying question

3

Save

After adding all your questions, click the Save button in the top right corner.
4

Review your form

After adding the required questions, your page will look like this:
Form tab listing the saved questions in order, with the Add question button below and Save in the top right

Checking the finished questionnaire

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Set up routing rules

Navigate to the Routing tab to decide where bookers go based on their answers. If you don’t want to add any route, then set the Fallback route, where you want to send the booker after they fill out the required questions.
Routing tab showing the Fallback route row and its Send Booker To destination dropdown

Choosing where unmatched bookers land

To add a route:
1

Add a new route

Click + Add a new Route at the bottom of the Routing tab.
2

Add rules

Inside the new route, click + Add rule to link a question to a value (for example, “If Budget is Greater than 5000”).
3

Define logic

If you add more than one rule, you have to define logic. Next to “For responses matching the following criteria,” select a logic filter:
  • All: The booker must meet every rule in this route to be redirected.
  • Any: The booker only needs to meet one of the rules.
  • None: The route applies if the booker meets none of the rules.
4

Select a destination (Send Booker To)

Open the Send Booker To dropdown and pick one of these destinations:
  • Custom Page: Display a specific “Thank You” or “Waitlist” message.
  • External Redirect: Send the booker to another website (for example, your homepage).
  • Event Redirect: Send the booker directly to a specific booking page (for example, a “Career Counselling” event).
5

Set a fallback route

At the bottom of the Routing tab, set a Fallback route for bookers who do not match any of your specific rules.
Rules are evaluated top to bottom, and the first matching route wins — so place your most specific routes first and rely on the fallback route to catch everyone else.
If you want to embed the routing form on your website or page, continue with the next section.

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Embed the form on your website

Once your logic is set, go to the Embed tab and select the type.
Embed tab showing the inline, floating pop-up, and pop-up via element click embed types

Choosing how the form embeds

1

Configure settings

Adjust the display settings for your form (such as theme, width, or Brand Color) if needed.
Embed settings panel with theme, layout width, and Brand Color controls beside a live preview of the form

Matching the embed to your site

2

Copy code

Click the Copy Code button. A pop-up will appear showing the snippet.
Pop-up showing the generated embed code snippet with a Copy Code button

Grabbing the snippet for your site

3

Publish

Paste this code into your website’s HTML where you want the form to appear.

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After your form goes live

Routing performance

Measure how your form routes bookers and spot where leads drop off.

Round-robin assignment

Route qualified bookers into a team’s round-robin queue.

Related topics

Round-Robin SchedulingCollective EventsAdd Pre-Booking Questions for EventsAnalyzing Routing Form Performance in Cal ID InsightsTeams in Cal ID