Features
Routing forms#
A routing form is a short questionnaire that sits in front of your booking flow. Based on the answers, Caledee sends the respondent to a specific event type, a custom URL, or a thank-you page — automatically.
This is useful for:
- Qualifying sales leads before they reach your calendar
- Directing support requests to the right team member
- Splitting traffic between event types (e.g. 30-min intro vs. 60-min deep dive)
Creating a routing form#
- Go to Routing forms in the sidebar.
- Click New routing form and give it a name.
- Add fields — each field becomes one question on the public form.
- Add rules — each rule maps an answer to a destination.
- Set a fallback destination for respondents who don't match any rule.
- Save. Your form is live at
caledee.com/f/{slug}.
Field types#
| Type | Description |
|---|---|
text | Single-line text input |
select | Single-choice dropdown |
multi_select | Multiple-choice checkboxes |
Mark a field required to block submission if it's left blank.
Routing rules#
Rules are evaluated top to bottom. The first rule that matches wins. Each rule has three parts:
- Field — which question to check
- Operator —
equals,not_equals,contains, oris_set - Action — redirect to an event type or a custom URL
Operators#
| Operator | Matches when |
|---|---|
equals | The answer exactly equals the value |
not_equals | The answer does not equal the value |
contains | The answer contains the value (substring or multi-select item) |
is_set | The field has any non-empty answer |
Actions#
| Action | Effect |
|---|---|
event_type | Redirects to your booking page for that event type |
url | Redirects to an arbitrary URL you supply |
Fallback#
If no rule matches, respondents land on the fallback destination. You can set it to an event type, a URL, or the built-in thank-you page (/f/{slug}/done).
Submissions#
Every submission is stored in the database and linked to the booking if the respondent goes on to book. You can review submissions from the routing form detail page.