Setting Up Routing Forms in Cal ID

Cal ID’s Routing Forms helps people quickly book the right appointment with the right person.

It works by asking the person booking to answer a few questions. Based on their answers, the system automatically direct them to the correct person, a specific event, or an external website.

This saves time for everyone and avoids mistakes, like booking with the wrong person or choosing the wrong type of meeting.

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. Form Details: An Add new form pop-up will appear:

• Title: Give your form a clear name (e.g., "New Client Inquiry").
• Description: Briefly explain the purpose of the form for your internal reference.

5. Create: Click the Create button to proceed.

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 many as you can.

2. Configure Each Question:

• Label: The question the user will see (e.g., "What is your budget?").
• Identifier: A unique internal name used for setting up routing rules later.
• Type: Choose 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. After adding the required questions, your page will looks like:

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 filling the required questions.

To add a route:

1. Click + Add a new Route to add route.

2. Add Rules: Click + Add rule to link a question to a value (e.g., "If Budget is Greater than 5000").

3. If you add more than one Rule then you have to Define Logic: Next to "For responses matching the following criteria," choose 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 Destination (Send Booker To):

• Custom Page: Display a specific "Thank You" or "Waitlist" message.

• External Redirect: Send the user to another website (e.g., your homepage).

• Event Redirect: Send the user directly to a specific booking page (e.g., a "Career Counselling" event).

5. Fallback Route: At the bottom, set a Fallback route for users who do not match any of your specific rules.

If you want to embed the routing form on your Website or Page then follow to Step 4.

Once your logic is set, go to the Embed tab and chose the type

1. Configure Settings: Adjust the display settings for your form (such as theme or 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.

Updated on: 13/02/2026