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How to set up scheduler for leads or customers to select the person they want to have a call with?
How to set up scheduler for leads or customers to select the person they want to have a call with?

Or how to set up my scheduler for leads to choose host they want to speak to?

Updated over a month ago

this kind of a setup requires the Conditional Routing feature which is available with Business and Enterprise subscription plans (learn more here).

Here's how to set it up:

    1. Choose if you'd like to edit existing Event or

    2. To create a new event

  1. Go to Invitee Questions and click on "Add New Question" button

  2. New window will open from where you'd need to select

    1. Field Type = Radio button, which allows one selected answer only

    2. Required toggle button = Turn on if you want this question to be mandatory

    3. Click on the question title to check if there's such question already created to avoid duplicates

    4. If not, add a question title and set host names for the options

    5. Add as many options/answers as needed

  3. Save changes and head to Conditional Routing

  4. Set up Conditional Routing as follows:

    1. IF Select Question you've created → Select answer from the question → assign Event Host from the drop down menu

    2. Map all options available from the questions created with host names

You can apply this setup for any case where a lead needs to be routed after the selected answer before scheduling a call with the host.

For example: different languages, different subscription plans, etc...


This will help you to serve and route leads to proper host by managing everything from only one calendar page.

Pro tips

Kindly note that if the host per answer selected is busy at scheduled time, call will be routed to any other available host according to the event host priority.

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