Routing Forms, a new feature of Calendly, is a way to screen and qualify meeting participants to schedule customers with the right person.
Calendly is a popular scheduling system that has been getting rave reviews for quite some time. The American Genius promoted it in 2015 as a way to avoid email tags when setting appointments. Millions of people around the world use Calendly for business to streamline scheduling between customers, clients, and teams. A new feature, Routing Forms, can help get customers to get to the right person or resources.
How Routing Forms works
Routing Forms integrates with Calendly by asking screening questions of someone who wants to schedule a meeting with you or your team. Calendly uses that information to send the person to the right person to meet with or to the resources the person needs. This can help your business prioritize scheduling with qualified customers and by getting the customer to the right person the first time. It saves time for everyone and offers a better customer experience. According to Calendly’s website, Routing Forms eliminates missed opportunities and booking delays that are common with manual follow-up. Routing Forms can be embedded into your website for a streamlined customer experience.
Automated scheduling helps you connect – but is there a price?
Calendly bills itself as a way to “take the work out of connecting with others so you can accomplish more.” Routing Forms is a great way to integrate scheduling while qualifying customers to “get more business with less work.” But the debate over automated scheduling continues. There are opponents who believe that automated scheduling is rude. Keep in mind how your audience will perceive your scheduling questions. Not everyone likes automated scheduling and wants to use it. Always offer another way to get a meeting with a representative.