Modules · Meeton Calendar · Step 6
Screening & routing
Screening decides who may book a calendar; routing decides which calendar a visitor gets when you have several. Together they are how you avoid meetings with the wrong people and still never lose the right ones.
Step 6 · AI screening
Describe who you want to meet in plain language, no rules to build. Meeton has a short conversation with every visitor before showing them the calendar, and only the people who fit get to book. Test it by replying as a visitor would; it uses what you typed, including unsaved changes, and nobody is contacted and nothing is recorded. The calendars table shows whether screening is on for each calendar.
Qualification rules
Each bookable calendar can also have rule-based qualification so you do not book meetings with the wrong people. When a visitor does not qualify, the calendar can reject them with a message instead of booking. The rules page gathers every rule across every calendar.
- A rule's conditions read the visitor's form answers and what the chat learned. A visitor qualifies when every condition is true (all), or when at least one is (any).
- Disabling the policy keeps the rules saved; all visitors can then book any active calendar freely.
Calendar routing
Automatically route visitors to specific calendars based on their form field values, instead of letting them choose. Rules are evaluated in order and the first one that matches wins; all conditions within a rule must match.
| Mode | Behaviour |
|---|---|
| First match | Visitors are automatically sent to the highest-priority calendar they qualify for. |
| Show all matches | Visitors who qualify for multiple calendars see all of them and choose which to book, by calendar name. |
If no rule matches: send the visitor to a fallback calendar, or show the calendar picker. A tester lets you enter a sample visitor and see which calendar they would get; the result updates as you type.
Redirects
A redirect sends a calendar ID to a different calendar. Use one to keep an old ID working after a calendar's ID changes (renaming adds its old ID here automatically), or to re-route a calendar for a while, when someone is away, by sending their calendar's ID to a colleague's. Hits show how often each redirect is still used, so you know when it is safe to delete.