Your form can offer scheduling to your visitors. They can schedule with any available team member with the right skillset.
How does it work?
Adding a schedule action into your form allows you to schedule with your visitors. This may be everyone who visits or you can narrow it down and only offer scheduling to qualified visitors, using routing rules.
Offering scheduling within the form provides a seamless experience for your visitors. They'll never leave your site as they book with the right team member.
To offer scheduling, any team members who will receive bookings need a user license for scheduled meetings. Learn more
At minimum, you need the visitor's name (first and last) and email to schedule with them. If you haven't already asked for their name and email on the form, this will be the first thing asked when they start to schedule.
You can create one or more Event types, based on the meeting type(s) you'll offer your visitors. For instance, you can create an Event type called Demo to offer a 30-minute demo.
To create or edit an Event type, go to Booking pages on the left → Event types panel.
Learn more about creating an Event type
Each person receiving bookings will need their own Booking page. You can define their availability for meetings, configure how they'll meet with the visitor (through video session, by phone, in person, etc.), and more, specific to that person's requirements.
To create or edit a Booking page, go to Booking pages on the left → Booking pages panel.
Learn more about creating a Booking page
To define who receives the booking, you can either specify a team, using a Resource pool, or an individual.
With a Resource pool, you can select multiple Booking pages owned by any qualified team members who can take the booking.
For instance, you can create a Sales Engineer resource pool and assign all bookings using either round robin or the pooled availability algorithm to distribute bookings evenly.
- With Round robin assignment, bookings will be assigned to the next team member in line. Visitors will only see the availability of the designated team member. This ensures an equal and fair distribution among the members of your pool.
Learn more about Round robin assignment
- With Pooled availability, your entire team's availability will be combined into a single booking calendar. When a Customer selects a time, the booking is automatically assigned to the team member with the longest idle time, meaning the Team member who has not received a booking in the longest time. Pooled availability allows you to provide maximum availability to your visitors.
Learn more about Pooled availability
- With Pooled availability with priority, your entire team's availability will be combined into a single booking calendar. When visitors select a time, the booking is automatically assigned to the available team member with the highest priority. This allows you to provide maximum availability to customers, while ensuring the most qualified team member conducts your meetings.
Learn more about Pooled availability with priority
To create or edit a Resource pool:
- Go to Booking pages on the left.
- On the left, select Resource pools.
Learn more about creating a Resource pool
Schedule action in forms
Once you've configured the right Booking page(s), Event type(s), and Resource pool(s), you can add the Schedule action to your form.
You'll select the correct Event type and Booking owner for that meeting. For the Booking owner step, you'll either select a Resource pool to book using a team or a specific Booking page to book with an individual.
If more than one team member from your organization should join the meeting, you can select them or the relevant Resource pool with the optional Additional team members field.