{"id":4425,"date":"2026-03-28T19:00:55","date_gmt":"2026-03-28T19:00:55","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=4425"},"modified":"2026-03-28T19:00:57","modified_gmt":"2026-03-28T19:00:57","slug":"create-pre-screening-questions-with-online-scheduling","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/create-pre-screening-questions-with-online-scheduling\/","title":{"rendered":"Create Pre-Screening Questions with Online Scheduling and Congnito Forms"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">U<strong>PDATE: <a href=\"https:\/\/www.greminders.com\/articles\/routing-forms-for-automated-online-scheduling\/\">See GReminders Routing Forms for Native Routing functionality<\/a><\/strong><\/h2>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p>If you have prospective clients scheduling with you using GReminders automated online scheduling, you may have wondered how you can funnel prospects with explicit needs to specific individuals in your company. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"470\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/11\/Example2.jpg\" alt=\"Prescreening example\" class=\"wp-image-4433\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/11\/Example2.jpg 750w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2022\/11\/Example2-300x188.jpg 300w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\">GReminders<\/a> includes <a href=\"https:\/\/www.greminders.com\/how-to\/teams\" target=\"_blank\" rel=\"noreferrer noopener\">Round-Robin team scheduling<\/a> that allows clients to book with the first available team member, but you may wish to steer prospects to a very specific team or individual. Typical screening could be for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Geographic Location<\/strong><\/li>\n\n\n\n<li><strong>Areas of Expertise<\/strong><\/li>\n\n\n\n<li><strong>Product Specialties<\/strong><\/li>\n\n\n\n<li><strong>Gender<\/strong><\/li>\n\n\n\n<li><strong>more<\/strong><\/li>\n<\/ul>\n\n\n\n<p>To accomplish this quickly and easily, set up a free account at <a href=\"https:\/\/www.cognitoforms.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Cognito forms<\/a>. Cognito forms is a robust online forms application that has many features available with the free version. We are satisfied users ourselves.<\/p>\n\n\n\n<p>Next, follow the steps in the video below and then share a link to your Pre-Screening form with your prospects.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Create Pre-Screening Questions during Online Scheduling\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/V57guPe8Z_A?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>This is a great way to do basic routing.   Request information from your invitees or visitors and, based on their answers, route them to the best resource (individual OR team) in your organization to schedule a meeting or appointment.<\/p>\n\n\n\n<p>If you have any questions, don&#8217;t hesitate to reach out to us <a href=\"https:\/\/www.greminders.com\/contact\">here<\/a>.<\/p>\n\n\n\n<p>If you haven&#8217;t tried GReminders yet, sign up for a free trial by clicking on the Try if Free Today button below. Then be sure to schedule a one-on-one system setup call with one of our customer success team members.<\/p>\n\n\n\n<p>Happy Scheduling!<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Keywords: Forms, Routing, Responses, Teams<\/p>\n","protected":false},"excerpt":{"rendered":"<p>UPDATE: See GReminders Routing Forms for Native Routing functionality If you have prospective clients scheduling with you using GReminders automated online scheduling, you may have wondered how you can funnel prospects with explicit needs to specific individuals in your company. GReminders includes Round-Robin team scheduling that allows clients to book with the first available team [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":6880,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[75],"tags":[],"class_list":["post-4425","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-scheduling-best-practice"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Pre-Screening Questions with Online Scheduling | GReminders<\/title>\n<meta name=\"description\" content=\"If you use online scheduling for initial appointments, consider using pre-screening questions with online scheduling for better results.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/create-pre-screening-questions-with-online-scheduling\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pre-Screening Questions with Online Scheduling | GReminders\" \/>\n<meta property=\"og:description\" content=\"If you use online scheduling for initial appointments, consider using pre-screening questions with online scheduling for better results.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greminders.com\/articles\/create-pre-screening-questions-with-online-scheduling\/\" \/>\n<meta property=\"og:site_name\" content=\"End to End Meeting Management Platform - 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