Zoho Bookings - Routing Forms
Zoho Bookings now offers routing forms, which collect information from customers before they book and direct them to the most appropriate booking page based on their responses. Forms can also redirect customers to an external website or show a custom message.
Zoho Bookings now offers routing forms, which collect information from customers before they schedule an appointment and automatically direct them to the most appropriate booking page based on their responses.
- You can collect relevant information from customers before they book an appointment.
- Customers can be routed to specific booking pages based on their form responses.
- You can redirect customers to an external website or display a custom message for scenarios that do not require scheduling.
- Routing rules can use a single If condition, or combine multiple If conditions with AND or OR operators based on field values.
- Routing reduces incorrect bookings by guiding customers to the right page.
- Automated routing minimises manual appointment assignment.
Availability: Premium plan.
What this means for you
Routing forms solve a common problem with open booking pages: anyone can book, including people who aren't a fit. A couple of qualifying questions can send each person to the right meeting type and length, or to a useful resource instead.
Keep the form short, as every extra question costs bookings, and always give people somewhere useful to go. Our guide to Zoho Bookings routing forms covers the set-up and the daily and per-customer booking limits.
Commentary from the Limitless IT Consultancy team.
Zoho Bookings