Caledee

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#

  1. Go to Routing forms in the sidebar.
  2. Click New routing form and give it a name.
  3. Add fields — each field becomes one question on the public form.
  4. Add rules — each rule maps an answer to a destination.
  5. Set a fallback destination for respondents who don't match any rule.
  6. 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:

  1. Field — which question to check
  2. Operator — equals, not_equals, contains, or is_set
  3. 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.