Conditional Booking Rules

Conditional Booking Rules

Route form submissions to different event types based on the respondent's answers. For example, route enterprise leads to a longer consultation and small business leads to a shorter intro call.

Setting Up Rules

1. Open your form in the editor
2. Go to Settings > Booking
3. Enable Booking after submission
4. Click Add Rule to create conditional routing

Rule Configuration

Each rule consists of:

• Condition - which field to check, what operator to use, and what value to match
• Target event type - which booking calendar the respondent sees
• Booking mode - Required (must book) or Optional (can skip)

Operators

• Equals / Not equals - exact match
• Contains - partial text match
• Greater than / Less than - numeric comparisons
• Is empty / Is not empty - check if field was filled

Rule Priority

Rules are evaluated in order from top to bottom. The first matching rule wins. You can reorder rules by dragging them.

Fallback Behavior

If no rule matches:

• Use a default event type (if configured)
• Or skip booking entirely

Example

A consulting firm might set up:

1. If "Company Size" is greater than 500 -> route to "Enterprise Strategy Session" (60 min, required)
2. If "Company Size" is greater than 50 -> route to "Growth Consultation" (30 min, required)
3. Fallback -> route to "Quick Intro Call" (15 min, optional)

You can create up to 10 routing rules per form.