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Team scheduling

Send each booker to the right person with a routing form

Ask two qualifying questions before the booking, then route on the answers.

udaybooking team5 min read

A single booking link treats every booker the same. A routing form sits in front of the booking page, asks what you need to know, and sends each person to the right booking type or the right host based on what they answer.

Good questions to route on

  • Company size — route enterprise enquiries to a named rep, everyone else to round robin.
  • Existing customer or not — support versus sales.
  • Region — so the booker gets someone in a sensible timezone.
  • Which product they are asking about.

Keep it to two questions

Every question is a chance to drop off. Two is usually enough to route accurately; five turns a booking page into a form.

Tracking

Each routing link carries a status — created, viewed, booked or expired — so you can see where people are dropping out, and the answers are stored against the response.

Stop scheduling.
Start meeting.

Give people a simple way to find time with you — and give your team their time back.

Alex Morgan · 30 min

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