help.calendly.com Open in urlscan Pro
216.198.54.1  Public Scan

Form analysis
2 forms found in the DOM

GET /hc/en-us/search

<form role="search" class="search search-box search-box--navbar" id="search-box-navbar" data-search="" action="/hc/en-us/search" accept-charset="UTF-8" method="get">
  <input name="utf8" type="hidden" value="✓">
  <input type="search" name="query" id="query" placeholder="Search our articles" aria-label="Type your question here..." class="aa-input" autocomplete="off" spellcheck="false" role="combobox" aria-autocomplete="list" aria-expanded="false"
    aria-labelledby="query" aria-owns="algolia-autocomplete-listbox-0" dir="auto" style="">
  <pre aria-hidden="true"
    style="position: absolute; visibility: hidden; white-space: pre; font-family: Gilroy, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: 600; word-spacing: 0px; letter-spacing: normal; text-indent: 0px; text-rendering: auto; text-transform: none;"></pre>
  <pre aria-hidden="true"
    style="position: absolute; visibility: hidden; white-space: pre; font-family: Gilroy, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: 600; word-spacing: 0px; letter-spacing: normal; text-indent: 0px; text-rendering: auto; text-transform: none;"></pre>
</form>

GET /hc/en-us/search

<form role="search" class="search search-box search-box--small" id="search-box-article-page" data-search="" action="/hc/en-us/search" accept-charset="UTF-8" method="get">
  <input name="utf8" type="hidden" value="✓">
  <input type="search" name="query" id="query" placeholder="Search our articles" aria-label="Type your question here..." class="aa-input" autocomplete="off" spellcheck="false" role="combobox" aria-autocomplete="list" aria-expanded="false"
    aria-labelledby="query" aria-owns="algolia-autocomplete-listbox-1" dir="auto" style="">
  <pre aria-hidden="true"
    style="position: absolute; visibility: hidden; white-space: pre; font-family: Gilroy, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: 600; word-spacing: 0px; letter-spacing: normal; text-indent: 0px; text-rendering: auto; text-transform: none;"></pre>
  <pre aria-hidden="true"
    style="position: absolute; visibility: hidden; white-space: pre; font-family: Gilroy, sans-serif; font-size: 16px; font-style: normal; font-variant: normal; font-weight: 600; word-spacing: 0px; letter-spacing: normal; text-indent: 0px; text-rendering: auto; text-transform: none;"></pre>
</form>

Text Content

Skip to main content
Help Center



Prelude Developers Report Abuse
Get Help
Contact Us
Calendly Community
Log in Sign Up


BE A CALENDLY PRO

Learn how Calendly works, from availability to team events and beyond

 * Getting Started
 * Be A Calendly Pro
 * Integrations & Apps
 * Use Cases
 * Calendly for Mobile
 * Account Settings
 * Administration
 * Billing
 * Video Tutorials

Be A Calendly Pro
 * Getting Started
 * 
 * Integrations & Apps
 * Use Cases
 * Calendly for Mobile
 * Account Settings
 * Administration
 * Billing
 * Video Tutorials

 1. Help Center
 2. Be A Calendly Pro
 3. Routing Forms




ROUTING FORMS BEST PRACTICES

September 9, 2024

WHO CAN USE THIS FEATURE?

This feature is in

Available on

 1. Teams
 2. Enterprise

Available to

 1. Owners
 2. Admins

WHO CAN USE THIS FEATURE?

This feature is in

Available on

 1. Professional

Available to

 1. Owners
 2. Admins


Current Plans Legacy Plans



Routing forms are a powerful tool to ensure your invitees find the right meeting
host and event type for their individual needs, every time.


KEEP YOUR QUESTIONS TO A MINIMUM

 * More questions means more effort for your invitee. This could lead to lower
   conversions.
   * Only collect critical information you need during the scheduling and
     pre-qualification process. 
   * Ask yourself, "What information do I need to ask in order to screen and/or
     route people? and "What information do I need to contact this person again
     in case they don’t book a meeting?"


KEEP YOUR QUESTIONS CLEAR

 * Use simple terms to define a question rather than unnecessary phrases or
   statements.
 * For example, use "Email" as a field name rather than "What is your email
   address?" 


UTILIZE INVITEE QUESTIONS ON YOUR SCHEDULING PAGE

Want to ask additional questions after your invitee has been routed? Use invitee
questions to collect more information about your invitees right from your
scheduling page. Invitee questions let you capture information that is not used
for routing invitees.

For more information on using invitee questions, check out this article: Invitee
questions on your booking page.


PREVENTING SCHEDULING WITH NON-BUSINESS/UNWANTED EMAIL DOMAINS 

Ensure only qualified individuals with business email domains can schedule with
you by building routing logic to prevent non-business email domains, such as
Outlook, Gmail, or Yahoo from scheduling. 

 1. Navigate to Routing Forms from your Calendly Home page.
    
 2. Select the Routing Form you'd like to edit or create a new Routing Form by
    selecting + New routing form.
 3. + Add a question to your intake form for Email Address and make it required.
    * You can edit the question to specifically state Business Email while
      creating the question or after by selecting the pencil icon.
      
 4. From the Logic tab of your Routing Form, select + Create to create a new
    route.
 5. From IF, select your Business Email question. 
 6. In the next dropdown box, select includes domain, and add the domains you
    desire to include in the subsequent box. (i.e. gmail.com, yahoo.com,
    outlook.com). Remember to include ".com, .net, .org, .fr, etc."
 7. From GO TO, select Custom message to route the invitee to the custom message
    of your choice.
    
 8. Select Save.  
 9. Drag and place the Business Email route at the top of your Routing Form
    logic. 


PERSONALIZE YOUR "THANK YOU FOR YOUR INTEREST" PAGE

 * For visitors that are unqualified to book a meeting, consider how you can
   personalize the fallback page they are routed to.
 * Add an email address or helpful content to retain interest and provide
   visitors with additional information.
 * For more information on how to customize a fallback page, check out the
   following help center article: Getting started with Routing Forms





Was this article helpful?

5 out of 7 found this helpful



RELATED ARTICLES

 1. How to create a Routing Form
 2. How to manage a Routing Form
 3. Calendly Routing
 4. How to let invitees choose their host using Routing Forms
 5. How to add or remove invitee questions

IN THIS ARTICLE

Routing Forms Best Practices
 * Routing Forms Best Practices
 * Preventing scheduling with non-business/unwanted email domains
 * Personalize your "Thank you for your interest" page


EASY AHEAD™

We take the work out of connecting with others so you can accomplish more.

--------------------------------------------------------------------------------

 * COMPANY

   Calendly.com Customers About Us Leadership Careers Newsroom

 * TEAMS

   Sales Marketing Customer Success Recruiting Information Technology Revenue
   Operations

 * RESOURCES

   Pricing Blog Calendly Community Calendly Product Updates Developer Tools
   Video Tutorials Prelude

 * DOWNLOADS

   Calendly for iOS Calendly for Android Chrome Extension Firefox Extension

 * CONNECT

   Sign up for free Talk to sales Help Center Contact Us



 * COMPANY

 * Calendly.com
 * Customers
 * About Us
 * Leadership
 * Careers
 * Newsroom

 * TEAMS

 * Sales
 * Marketing
 * Customer Success
 * Recruiting
 * Information Technology
 * Revenue Operations

 * RESOURCES

 * Pricing
 * Blog
 * Calendly Community
 * Calendly Product Updates
 * Developer Tools
 * Video Tutorials
 * Prelude

 * DOWNLOADS

 * Calendly for iOS
 * Calendly for Android
 * Chrome Extension
 * Firefox Extension

 * CONNECT

 * Sign up for free
 * Talk to sales
 * Help Center
 * Contact Us

--------------------------------------------------------------------------------

English (US) Deutsch Español Français (France) Português do Brasil
Legal Status Security

Copyright Calendly 2024