Overview
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.
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 the + New button (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.
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.
5
Create
Click the Create button to proceed.
Design the form (questions)
You will be redirected to the Form tab to build your questionnaire.1
Add questions
Click the Add question button to create your first field. You can add as many as you want.
2
Configure each question
- Label: The question the user 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 user must answer this to proceed.
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:
Set up routing rules
Navigate to the Routing tab to decide where users 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.
1
Add a new route
Click + Add a new Route to add a route.
2
Add rules
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 user must meet every rule in this route to be redirected.
- Any: The user only needs to meet one of the rules.
- None: The route applies if the user meets none of the rules.
4
Select a destination (Send Booker To)
- Custom Page: Display a specific “Thank You” or “Waitlist” message.
- External Redirect: Send the user to another website (for example, your homepage).
- Event Redirect: Send the user directly to a specific booking page (for example, a “Career Counselling” event).
5
Set a fallback route
At the bottom, set a Fallback route for users who do not match any of your specific rules.
Embed the form on your website
Once your logic is set, go to the Embed tab and select the type.
1
Configure settings
Adjust the display settings for your form (such as theme, width, or Brand Color) if needed.
2
Copy code
Click the Copy Code button. A pop-up will appear showing the snippet.
3
Publish
Paste this code into your website’s HTML where you want the form to appear.
Next steps
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.