Routing Overview

meetergo's routing features help you automatically distribute bookings and direct attendees to the right people or resources. This includes round robin scheduling, collective meetings, and conditional routing based on form responses.

Routing Methods

Round Robin

Distribute bookings evenly among team members:

Each booking goes to the next available person in rotation
Ensures fair distribution of meetings
Considers each member's availability

Best for: Sales teams, support teams, consultations where any team member can help

Collective Meetings

Require multiple team members to be available:

Booking only happens when all required members are free
Shows only overlapping availability
Creates calendar events for all participants

Best for: Panel interviews, group consultations, team presentations

Conditional Routing (Routing Forms)

Route attendees based on their form responses:

Ask qualifying questions upfront
Route to different meeting types based on answers
Redirect to external resources when appropriate
Show custom messages or collect contact info

Best for: Lead qualification, department routing, service selection

Setting Up Round Robin

Create a Queue

Go to Team → Queues or Meeting Types → Team Settings
Click Create Queue
Add team members to the queue
Configure rotation settings
Save the queue

Assign to Meeting Type

Edit your meeting type
Find Host Settings or Team
Select Round Robin
Choose your queue
Save changes

How Round Robin Works

Booking 1 → Team Member A
Booking 2 → Team Member B
Booking 3 → Team Member C
Booking 4 → Team Member A (cycle repeats)

The system:

Tracks who received the last booking
Skips members who are unavailable
Rebalances if someone misses their turn

Setting Up Collective Meetings

Configure Team Members

Edit your meeting type
Find Host Settings or Team
Select Collective
Add required team members
Save changes

How Collective Works

Available slots = Intersection of all members' availability

Member A: Available 9am-12pm, 2pm-5pm
Member B: Available 10am-3pm
Combined: Available 10am-12pm, 2pm-3pm only

All members receive calendar invites for booked meetings.

Routing Forms

Routing forms let you qualify attendees and direct them appropriately.

Create a Routing Form

Go to Forms or Routing
Click Create Form
Add questions (fields)
Add routing rules (qualifiers)
Publish the form

Routing Actions

Based on form responses, you can:

Action	Description
Event Redirect	Route to a specific meeting type
External Redirect	Redirect to an external URL
Custom Page	Show a custom message
Contact Form	Collect contact info for follow-up
Request Callback	Allow attendee to request a call
Instant Call	Trigger an immediate call (if configured)

Building Routing Rules

Each routing rule (qualifier) has:

Conditions: When this rule applies
Action: What happens when conditions match
Priority: Order of rule evaluation (first match wins)
Fallback: Default action if no rules match

Condition Operators

Match form responses using:

Operator	Description	Example
Equals	Exact match	Department = "Sales"
Not Equal	Doesn't match	Region ≠ "Unsupported"
Contains	Includes text	Email contains "@company.com"
Not Contains	Excludes text	Email not contains "@gmail.com"
Starts With	Begins with text	Phone starts with "+1"
Blank	Field is empty	Company is blank
Not Blank	Field has value	Phone is not blank
Contains Any	Matches any in list	Interest contains any ["Sales", "Support"]
Contains None	Matches none in list	Not in blocklist

Condition Targets

You can route based on:

Email address
Full name, first name, last name
Phone number
Custom form field responses
Language preference
Timezone

Example: Sales Qualification

Rule 1: If "Company Size" = "Enterprise" (500+)
→ Route to Enterprise Sales Team

Rule 2: If "Company Size" = "Mid-Market" (50-499)
→ Route to Mid-Market Sales

Rule 3: If "Company Size" = "Small Business" (1-49)
→ Route to SMB Sales

Fallback: Show contact form for unqualified leads

Example: Regional Routing

Rule 1: If "Phone" starts with "+1"
→ Route to Americas Team

Rule 2: If "Phone" starts with "+44" or "+49"
→ Route to EMEA Team

Rule 3: If "Phone" starts with "+81" or "+86"
→ Route to APAC Team

Fallback: Route to Global Team

Combining Routing Methods

You can combine different routing approaches:

Routing Form → Round Robin Queue
- Form qualifies the lead
- Routes to appropriate team queue
- Queue distributes via round robin
Routing Form → Collective Meeting
- Form determines meeting type
- Selected meeting requires full team
Multi-Level Routing
- First form routes to department
- Department form routes to specific team member