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Documentation Index

Fetch the complete documentation index at: https://help.lunacal.ai/llms.txt

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The Routing Forms tab allows you to create qualification forms that automatically route visitors to the correct team member or event type based on their responses. This is ideal for:
  • Sales teams
  • Support teams
  • Agencies
  • Multi-service businesses
Instead of showing all event types directly, visitors first complete a form. Based on their answers, Lunacal directs them to the appropriate booking page.

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What Are Team Routing Forms?

A Team Routing Form is a pre-booking form that:
  1. Collects information from visitors
  2. Applies routing rules
  3. Redirects them to:
    • A specific team event type
    • A specific team member
Routing happens automatically based on logic you define.

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Accessing Routing Forms

  1. Switch to your Team Workspace
  2. Click Routing Forms from the sidebar
  3. Click New
  4. Enter “title” & “description”
Routing forms created here apply only to this workspace.

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Creating a Team Routing Form

When creating a routing form, you configure:

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1. Form Fields

Add qualification fields such as:
  • Name
  • Email
  • Company size
  • Budget range
  • Service interest
  • Custom dropdowns
  • Multiple choice questions
These fields determine how routing rules work. To know more about routing forms : https://help.lunacal.ai/routing-forms

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2. Routing Logic

Define rules such as:
  • If Company Size = Enterprise → Route to Enterprise Sales Event
  • If Service = Design → Route to Design Consultation Event
  • If Budget < X → Route to Junior Consultant
Rules can direct users to:
  • A specific team event type
  • A specific team member
  • Different event types based on answer combinations

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Publishing the Routing Form

Once configured:
  • Publish the form
  • Copy its public link
  • Or embed it on your website
Visitors will:
  1. Fill out the form
  2. Be automatically redirected
  3. See only the appropriate booking options

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Managing Team Routing Forms

Inside the Routing Forms tab, you can:
  • Edit existing forms
  • Duplicate forms
  • Unpublish forms
  • Delete forms
Unpublishing a form stops visible publicly.

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Best Practices for Team Routing

  • Keep forms short (3–5 questions max)
  • Route by qualification, not preference
  • Test every logic path before publishing
  • Ensure routed members have availability set
  • Use routing to reduce booking friction

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Common Mistakes

Routing interacts with:
  • Assigned event types
  • Member availability
  • Scheduling status
  • Hidden/visible member settings
If a routing rule sends someone to:
  • A disabled member → No time slots will show
  • An unassigned event → It won’t work
  • A member without availability → No bookable slots
Always test routing after publishing.

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When to Use Team Routing Forms

Use team routing forms if:
  • You want to qualify leads before booking
  • You offer multiple services
  • You have multiple sales reps
  • You want high-value prospects routed to senior staff
  • You need structured intake before scheduling