How to manage Routing Forms

This article covers how to manage Routing Forms by editing permissions, viewing responses, and exporting results to stay on top of important form data.

Editing Routing Form permissions

1. Go to Scheduling → Routing forms.
2. Select the form you want to edit.
3. At the bottom of the page, select Edit permissions.
4. Enter the name or email of the user you want to add.
5. Once you've added those users, select Apply to save your changes.

Viewing Routing Form responses

1. Go to Scheduling → Routing forms.
2. Select the form you want to review.
3. Select the Responses tab.

You'll be able to view the response date, destination result, questions, and answers. You can also use filters, such as result type, event type, and date range to narrow down the responses.

Exporting Routing Form responses

Once your Routing Form is live and has collected responses, you can export the results as a CSV file.

1. Go to Scheduling → Routing forms.
2. Select the form you want to export.
3. Select the Responses tab.
4. Select Export CSV.