Guide customers to the right booking page with routing forms
Greetings from the Zoho Bookings team!
We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate booking page, external URL, or display custom message based on their responses.
Why did we build this?
Customers often struggle to find the right booking page when faced with multiple services, locations, teams, or specialists. For example, a bank may offer home loans, personal loans, credit cards, wealth management, and account services across different branches, leaving a customer applying for a home loan unsure of which specialist or branch to choose. This can result in incorrect appointments, additional manual effort, and delays in connecting with the right representative. Routing forms simplify this process by collecting details like the required service, branch preference, and customer type, then automatically directing customers to the appropriate booking page or specialist.
What can you do with routing forms?
With routing forms, you can:
- Collect relevant information from customers before they book an appointment.
- Route customers to the specific booking pages based on their responses.
- Redirect customers to an external website or display custom messages for scenarios that do not require appointment scheduling.
- Build simple routing rules using a single If condition or create advanced rules by combining multiple "If" conditions with "AND" or "OR" operators based on form field values.
What does this mean for your business?
Routing forms help you:
- Reduce incorrect bookings by guiding customers to the right booking page.
- Minimize manual appointment assignment through automated routing.
- Deliver a more personalized and efficient booking experience.
Getting started
Navigate to Admin Center > Organization > Routing Forms and create a new routing form. 
Add the required form fields, configure your routing rules, and share the unique routing form link with your customers. 
When customers submit the form, Zoho Bookings automatically evaluates their responses and routes them to the configured destination.
For detailed setup instructions, please refer to the help documentation: Routing Forms - Zoho Bookings Help.
We hope this feature helps you create a smarter and more personalized scheduling experience for your customers. Share your feedback in the comments, or write to us at support@zohobookings.com. We'd love to hear from you!
Regards,
The Zoho Bookings Team