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Team, branding and domain

Routing forms

Ask a few questions then send each visitor to the right appointment, a page or a message.

What it is for

Qualify your visitors before booking (“Which service suits you?”).

Before you start

Team plan, owner or Manager role.

Step by step

  1. Click Forms. Enter New form (title) then Create.
  2. Open the form. Set Title, Address, Introduction (optional) and tick Active form.
  3. Under Questions, add up to 6 questions: Single choice (buttons), Dropdown, Short text or Email, with Required and Options (one per line).
  4. Under Routing rules (10 at most), choose Question no., The answer (is / is not / contains), Value then the destination: An appointment type, A page (https://) or A message. The first matching rule applies.
  5. Set the Default destination then Save the form.
  6. Copy the form’s address (ends with route.php?c=…&f=…) or use View the page.

Expected result

The visitor sees “Thank you! We are sending you to the next step…” and a Continue button, or the message. The Responses section counts the routings; Export to CSV downloads them.

Tips

  • Save the questions first: rules refer to them by number.

Common problems

“Routing forms are included in the Team plan. Change plan in Subscription.”
Team plan feature.
“Give the form a title.”
Title required.
“This address is already used by another form.”
Change the address.
The visitor sees “Answer the question: …” or “Enter a valid email: …”.
A required question is empty or the email is incorrect.

Related pages

Forms