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Routing forms

A routing form asks a visitor a few quick questions, then sends them to the right place based on their answers — a specific event type, an external URL, or a simple message. It's the friendly bouncer for your booking page: the right people reach the right meeting, and everyone else gets a helpful next step.

Manage them under Routing forms in your dashboard.

A routing form being built in the dashboard Build a short form, then decide where each answer sends the visitor.

When to use one​

  • You offer different meetings for different needs (a free intro vs. a paid session) and want to guide people to the right one.
  • You want to qualify visitors before they book — for example, send small-team enquiries to a self-serve link and larger ones to a call.
  • You want to politely redirect people who aren't a fit, without them booking the wrong slot.

Build a routing form​

  1. Open Routing forms and create a new form.
  2. Add the questions you want to ask (for example, "What are you looking for?" or "How big is your team?").
  3. For each answer or combination, set the route — where that visitor goes next.
  4. Save and share the form's public link.

Where a form can route​

Based on the answers, a routing form can send a visitor to:

  • An event type — drop them straight onto the right booking page to pick a time.
  • A URL — send them to any external page (a pricing page, a different signup, a help article).
  • A message — show a custom message instead of routing anywhere (handy for "we're not the right fit, but here's what to try").

A visitor routed straight to an event type's booking page Routing to an event type lands the visitor on its booking page, ready to pick a slot.

A routing form showing a custom message instead of a booking page Routing to a message shows your custom text — perfect for sending visitors elsewhere without booking.

Match the route to the intent

Route ready-to-book visitors to an event type so they can grab a slot immediately. Route not-yet-ready visitors to a URL or message so nobody books a meeting that won't go anywhere.

Share the form​

Each routing form has its own public link (calendar.imatic.ai/forms/your-form). Share it like any other link, or use it as the front door on your website so visitors are qualified before they reach a booking page.

Next steps​