> ## Documentation Index
> Fetch the complete documentation index at: https://help.lunacal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Routing Forms

> Learn how to create and manage Routing Forms inside a Workspace to qualify leads and automatically direct them to the right team member or event type.

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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.

## 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.

## 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.

## Creating a Team Routing Form

When creating a routing form, you configure:

### 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](https://help.lunacal.ai/routing-forms)

### 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

## 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

## 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.

## 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

## 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.

## 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