> ## Documentation Index
> Fetch the complete documentation index at: https://docs.os.default.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Routing and scheduling steps

> Assign a lead to a queue member, or show a scheduler and wait for a booking.

These steps connect a workflow to routing and scheduling: assign a lead to the right person,
or show a booking page and continue once a meeting is booked.

<Note>
  Add a step in the **Workflows** builder with **Add Node**. Round-robin uses your
  [queues](/queues); Display scheduler uses your scheduling [events](/events).
</Note>

## Round-robin

Assigns the lead to a member of a queue, using that queue's rules.

| Field     | What it does                       | How to use it                                                                    |
| --------- | ---------------------------------- | -------------------------------------------------------------------------------- |
| **Queue** | The queue that picks the assignee. | Pick a queue, for example `AE Round Robin`. The queue's policy decides who wins. |

The assigned user is available to later steps, so you can set them as the CRM owner or notify
them.

## Display scheduler

Shows a booking page to the lead and waits for them to book, then branches on the outcome. Its
settings are grouped into three sections, in the order they appear on the step.

### Booking Details

| Field                        | What it does                                             | How to use it                                                                                                                                                                                        |
| ---------------------------- | -------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Event**                    | The scheduling event to show.                            | Pick an event, for example `30-minute intro`.                                                                                                                                                        |
| Hosts                        | Who can host the meeting.                                | Toggle **Use event hosts** on to use the event's own hosts (shown read-only), or off to set custom hosts for this step: add each host, mark one as primary, and mark others as required or optional. |
| **Fallback Host (Optional)** | A backup host used when the primary host is unavailable. | Optional. Pick a host. Default uses this host if the primary host is out of office or unavailable.                                                                                                   |

### Redirect Settings

| Field                                  | What it does                                                                             | How to use it                                                                                                                     |
| -------------------------------------- | ---------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| **Add redirect on meeting booked**     | Where to send the lead after they book.                                                  | Optional URL.                                                                                                                     |
| **Add redirect on meeting not booked** | Where to send the lead if they do not book.                                              | Optional URL.                                                                                                                     |
| **Redirect to scheduler page**         | Sends the visitor to this URL first, then shows the scheduler there instead of in place. | Optional URL. Use this when you want the booking page to open on a specific page rather than appear where the visitor already is. |
| **Redirect delay**                     | How long to wait before redirecting, in seconds.                                         | Optional, 0 to 300 (default 10).                                                                                                  |

### Display Options

| Field        | What it does                                | How to use it                          |
| ------------ | ------------------------------------------- | -------------------------------------- |
| **Language** | The booking page language.                  | Currently **English**.                 |
| **Timeout**  | How long to wait for a booking, in minutes. | Enter a number (minimum 3, default 5). |

The step has two branches, **Booked** and **Not booked**. When a meeting is booked, later
steps can reference the meeting's date and time (including a ready-to-use formatted date), the
event that was booked, the primary host, and any additional hosts. On **Not booked** (the
visitor didn't book before the timeout, or explicitly didn't book), these are empty.

{/* TODO screenshot: Display scheduler step showing the Booked and Not booked branches */}