|
| 1 | +--- |
| 2 | +title: 'Routing with Round Robin and Attribute Matching' |
| 3 | +--- |
| 4 | +This guide walks you through how to set up a Round Robin Team Event that routes bookings to team members based on attributes using Cal.com's Routing Forms. |
| 5 | + |
| 6 | +<Note>Attributes are only available in Organizations Plan and Enterprise Plan</Note> |
| 7 | + |
| 8 | +--- |
| 9 | + |
| 10 | +## Setting Up a Round Robin Team Event |
| 11 | + |
| 12 | +1. **Ensure a Team exists** |
| 13 | + If not already created, go to your organization and create a Team. For example, a team named `Sales` with the slug `sales`. |
| 14 | +  |
| 15 | + |
| 16 | +1. **Create a Round Robin Event Type** |
| 17 | + - Create this event under the team you just set up. |
| 18 | +  |
| 19 | + - **Important**: Enable the setting `Add all team members, including future members`. This ensures team members are selected dynamically based on attributes. |
| 20 | +  |
| 21 | + |
| 22 | +--- |
| 23 | + |
| 24 | +## Creating an Attribute |
| 25 | + |
| 26 | +Attributes let you define filters that team members can be matched against. |
| 27 | + |
| 28 | +1. Go to [Organization Attributes](https://app.cal.com/settings/organizations/attributes) |
| 29 | +2. Create one or more attributes. |
| 30 | + - For matching use cases, **Multi Select** is a great option—especially when team members might belong to multiple attribute values. |
| 31 | + - Example: Create an attribute with the name `Service (Attribute)` to clearly indicate it's used in attribute-based routing. |
| 32 | +  |
| 33 | +3. **Assign the attribute** to one or more team members. **This step is critical**. |
| 34 | +  |
| 35 | +--- |
| 36 | + |
| 37 | +## Setting Up a Routing Form |
| 38 | + |
| 39 | +1. Navigate to [Routing Forms](https://app.cal.com/routing) |
| 40 | +2. Create a new Routing Form **under the same team** as your event type. |
| 41 | +  |
| 42 | +3. Add fields that you want bookers to fill out. |
| 43 | + - It's recommended to include an `Email` field with the identifier `email` to enable integrations with CRMs and contact lookup tools. |
| 44 | + - Refer to [this guide](https://cal.com/help/apps-and-integrations/assign-people#option-2-based-on-emails) for more. |
| 45 | +4. Create another field that matches the **options** from the attribute you set up. |
| 46 | + - The **name and identifier don't have to match** the attribute name. |
| 47 | + - Example: A `Service` field with identifier `service`, where the options are identical to those in `Service (Attribute)`. |
| 48 | +  |
| 49 | + |
| 50 | +--- |
| 51 | + |
| 52 | +## Connecting the RR Team Event, Attributes, and Routing Form |
| 53 | + |
| 54 | +1. In your Routing Form, go to the **Routing** tab |
| 55 | +2. Click `Add a new Route` |
| 56 | +3. Link the Routing Form field to the corresponding Attribute |
| 57 | + - For example, connect the `Service (Attribute)` to the `Service` field in your Routing Form |
| 58 | +  |
| 59 | + |
| 60 | +4. Click **Test Preview** on the left |
| 61 | + - Input a value that exists in both the Routing Form field and the Attribute |
| 62 | + - The system should now route the booking to a team member with that value assigned in their attributes |
| 63 | +  |
| 64 | +--- |
| 65 | + |
| 66 | +## Sending Leads or Visitors to the Router |
| 67 | + |
| 68 | +There are two ways to use the Routing setup for collecting bookings: |
| 69 | + |
| 70 | +### 1. Using the Cal.com Routing Form Public Page |
| 71 | + |
| 72 | +- You can find the public link for your Routing Form in the UI |
| 73 | +  |
| 74 | +- The URL will look like: |
| 75 | + |
| 76 | +``` |
| 77 | +app.cal.com/forms/{FORM_ID} |
| 78 | +``` |
| 79 | + |
| 80 | +Share this link with your leads or embed it in your site. |
| 81 | + |
| 82 | + |
| 83 | +### 2. Using Your Own Form with Headless Router (Embed Mode) |
| 84 | + |
| 85 | +If you prefer to design your own form UI but still leverage Cal.com routing: |
| 86 | + |
| 87 | +- Use the Headless Router endpoint: |
| 88 | + |
| 89 | +``` |
| 90 | +/router?form={FORM_ID}&service=Service%20Type%201&[email protected] |
| 91 | +``` |
| 92 | + |
| 93 | +- The field identifiers become query params in the URL |
| 94 | +- Cal.com will handle the routing and direct the user to the appropriate booking page |
| 95 | + |
| 96 | +This gives you full control over your form UI while keeping Cal.com as the routing engine. |
| 97 | + |
| 98 | +--- |
| 99 | + |
| 100 | +You’ve now set up a powerful attribute-based Round Robin routing system that integrates seamlessly with your team structure and forms. |
| 101 | + |
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