Overview
Conditional Routing in Schedly allows you to optimize your booking paths by setting specific conditions that dynamically alter the booking flow based on user input or predefined criteria. This feature is crucial for businesses that want to tailor their schedule management to specific customer needs and streamline operations by automating decision paths.
Prerequisites
- You must be an Admin to set up conditional routing as it involves access to event types and insights.
- Ensure your Schedly plan includes access to the "Insights" feature for analyzing route efficiency.
Step-by-Step Instructions
Step 1: Define Conditions for Booking Scenarios
- Navigate to "Schedly Services" and click on "Event Types."
- Select the event type you wish to apply conditional routing to.
- Click “Edit” and locate the "Conditional Routing" section.
- Define your conditions by selecting triggers (e.g., booking type, user role) and set parameters using the dropdowns.
- Click the blue Save button to apply your conditions.
Step 2: Set Up Routing Paths for Each Condition
- Return to the "Event Types" page and click on the event with defined conditions.
- In the "Routing Paths" tab, create paths by defining outcomes based on each condition.
- Specify details such as "redirect to specific service page" or "send confirmation to team."
- Use the "Add Path" button for setting multiple routes.
- Confirm changes with the Save button.
Step 3: Test Conditional Routes in a Controlled Setup
- Set up a dummy event with minimal risk (e.g., internal test booking).
- Book services through the newly configured event path under "Service Booking."
- Observe the flow to ensure conditions lead to expected routing paths.
Step 4: Analyze Route Efficiency Using Analytics
- Access "Insights" via the main navigation menu.
- Check metrics on booking conversion rates under "Filter by Event."
- Compare data against different conditions and their routes.
Step 5: Make Adjustments Based on Test Outcomes
- Based on insights data, return to the "Event Types" setup.
- Modify conditions or paths as necessary to optimize performance.
- Re-test if major changes are implemented and reassess via "Insights."
Key Details & Limits
- Conditional Routing is accessible only to Admins.
- Requires Schedly Pro Plan or above for "Insights" access.
- Changes take effect immediately post-save.
- Analytics data updates in real-time as new bookings occur.
- Unlimited routing paths can be configured per event type.
Frequently Asked Questions
- Can I set conditions based on user location?
- No, routing is currently based on booking type and user role rather than geographical location.
- How often can I modify the routing paths?
- Routing paths can be modified anytime, with no restriction on the number of changes.
- Can Guests book through conditional routing paths?
- Guests have limited access and can only book as per default conditions assigned by an Admin.
- Is there a limit to the number of conditions I can set?
- No, you can set as many conditions as necessary to meet your business needs.
- Do I need additional permissions to view Insights?
- Insights are available to Admins only, as they contain comprehensive analytics data.
Troubleshooting
Conditional routing is not triggering expected paths:
- Double-check if conditions are correctly configured.
- Confirm that the booking type and user role align with routing setup.
Analytics not displaying updated information:
- Ensure real-time data filters are correctly applied.
- Verify whether data caching issues exist by refreshing your Insights page.
Related Topics
- Creating New Event Types: Instructions on setting up event types from scratch.
- Using Insights for Business Decisions: How to leverage insights data to support strategic decisions.
- Managing Teams in Schedly: A guide on organizing and assigning roles to team members.
- Advanced Booking Configurations: Dive into more complex scheduling features available on Schedly.