Adding the Name question to the form.Īdd more questions to complete your form, as you like, and click Next ( Figure E).įigure E Image: Jack Wallen/TechRepublic. Configure the question – each will have different options – and click Save ( Figure D).įigure D Image: Jack Wallen/TechRepublic. To do that, you would first select Name from the drop-down. Say, for instance, you want to create a form that allows a client or customer to add their name, email address and a reason for booking the appointment. When you click Add A Question, you’ll be presented with a drop-down, where you can select from: Your Routing Form is ready for questions. Give the new form a name and then, when prompted, click Add A Question ( Figure C).įigure C Image: Jack Wallen/TechRepublic. Create your first Routing Form in Calendly. In the resulting window, click New Routing Form ( Figure B).įigure B Image: Jack Wallen/TechRepublic. Then, log into your account and click the Routing Forms tab from the main window ( Figure A).įigure A Image: Jack Wallen/TechRepublic.
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SEE: Hiring kit: Project manager (TechRepublic Premium) How to create a Calendly Routing Formįirst, create a Calendly account. This allows you to qualify clients before they book an appointment and makes it less likely your business will miss opportunities. How Calendly’s Routing Forms workĬalendly’s Routing Forms feature lets you create a form for clients/customers with minimal screening questions (the fewer the better) – how the client/customer answers those questions will determine if and with whom they will be booked. This Calendly feature makes the process of booking clients more efficient and customer centric. For more info, visit our Terms of Use page.Ĭalendly is an online appointment scheduling service for individuals, teams and enterprises that recently rolled out a new productivity feature called Routing Forms. This may influence how and where their products appear on our site, but vendors cannot pay to influence the content of our reviews.
We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. If you're looking for an easy and productive way to screen clients and customers for calendar booking, Calendly has created a new feature that greatly simplifies the process. With Calendly’s new feature, screen clients before they schedule appointments with you
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