Scheduling pages allow your leads or customers to book a specific meeting (for one Event type) by themselves.

The larger your Sales organization grows, the more likely you will have individuals or teams dedicated to a specific group of customers. Routing then helps you to ensure that every customer will speak to the right person.

Instead of showing your customers the availabilities of one specific event type, you can route them to the correct event type (or team) based on qualifying questions.

In other words, our intelligent assistant routes leads or customers to the team member. Thus, it offers them a simple way to book a meeting right after they answered the defined qualification questions.

Here is how it works:

  1. Set up the different event types you need based on the teams or types of meetings you have. Make sure to enable the scheduling page.

  2. Set up a custom token with the format "Select one". The choices you enter here will be the available options for the qualifying questions.

  3. Create a new routing through the button in the top right corner. The routing name will be reflected in the URL (however, you can still change it after saving it).

    1. Specify your qualifying questions, select the custom tokens that provide the possible answers to the question. You can use as many qualifying questions as you want. All other questions you want your clients to answer can be added as booking questions in the event type, e.g. email address, name, or company name.

    2. Below, you can define the destinations for the different answers and combinations of answers. You can either route to an event type (i.e., its booking page) or an URL. If you want prospects to directly book a meeting, we recommend routing to an event type. If they are not qualified for a 1-on-1 meeting, you can route them to a registration page of a webinar, or to a free trial.

    3. You can define which requirements need to be fulfilled for the prospects to be routed to different destinations. You define one or more answer options for each destination. The different answers can be linked with AND or OR.

      Please note: they cannot be combined in one condition.

Instead of sending or embedding a specific scheduling link, you can now use the routing link in your emails or on your website. That way, your customers can always book a meeting with the right person or team.

Pro Tip: you can also let your customers select what type of meeting they want to book. Simply create a token with the meeting types as value, link them accordingly in the routing and let your customers chose.

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