Booking Insights

Track booking distribution, outcomes, and trends for Form Router traffic.

Form Router Booking Insights is a visual dashboard for bookings generated by Form Routers.

Use it to monitor booking outcomes and workload distribution.

Use this page when you need answers like:

• “Who is getting the most routed meetings?”

• “Are cancellations or no-shows trending up?”

• “Did performance change vs last week?”

Open Booking Insights

1

Open Form Routers from the left sidebar.

2

Click Booking Insights.

Recommended workflow

Run this flow weekly. It keeps analysis consistent.

1

Set your scope with filters.

2

Scan status KPI cards for volume and mix.

3

Review distribution across owners.

4

Enable period comparison to spot trend changes.

5

Click into bars to inspect booking lists.

KPI cards (booking status)

The dashboard shows one KPI card per booking status.

Status	Description
Scheduled	Upcoming meetings that haven’t happened yet
Completed	Meetings that took place as scheduled
Rescheduled	Meetings moved to a different time
Cancelled	Meetings cancelled before occurring
No show	Meetings where the guest didn’t attend

Each card shows the total count for the selected date range.

Booking distribution chart

The main chart is a stacked bar chart.

It shows how bookings are distributed across team members.

Understanding the chart

• X-axis: team members (name or email).

• Y-axis: number of bookings.

• Segments: each color is a booking status.

• Hover: tooltip shows the per-status breakdown.

Team members are sorted by total bookings (descending).

Reading the chart

1. Taller bars mean a team member receives more routed bookings.

2. Segment size shows status mix for that person.

3. Compare totals to validate workload balance.

Compare vs previous period

Toggle Compare vs Previous Period to see current vs prior performance.

• Last 7 days compares to the 7 days before.

• Last 30 days compares to the prior 30.

• Side-by-side bars show current (solid) and previous (faded).

What changes when comparison is enabled

• KPI cards show percentage deltas.

• Previous totals appear below current totals.

• Trend changes become obvious fast.

Set your scope (filters)

Filters control everything on the page.

• Booking owner: focus on one or more team members.

• Router: analyze one or multiple form routers.

• Rule: filter by the rule matched at booking time.

• Date range: last 7/30/90 days, or a custom range.

Drill into details

Click any bar segment to open a details panel.

Use it to review:

• Booking list for that team member.

• Guest name and email.

• Booking date and time.

• Router and matched rule.

• Current booking status.

• Link to full booking details.

Form Router vs Click Router booking insights

Both dashboards look similar. The context differs.

Aspect	Form Router	Click Router
Source	Form submissions	Click-based routing links
Rule types	Ownership and distribution rules	Matching and ownership logic
Context	Form data and field matching	URL params and direct link flows

How to interpret the data

Identify workload imbalances

Compare bar heights across team members.

Very uneven distribution can indicate rule or distribution issues.

Track status trends

Watch the status mix over time.

• High cancelled can indicate scheduling friction.

• High no show can indicate reminder or confirmation issues.

• Frequent rescheduled can indicate availability gaps.

Use period-over-period comparison

Use comparison mode to:

• Spot improving or declining trends.

• Identify seasonal patterns in booking volume.

• Measure the impact of routing changes.

Best practices

Regular monitoring

• Review weekly.

• Use comparison mode by default.

• Investigate anomalies immediately.

Balance workload

Reduce cancellations and no-shows