Tips &Tricks: Jouw online boekingssysteem in 5 stappen!

Tips &Tricks: Jouw online boekingssysteem in 5 stappen!



1 Creëer een afsprakenkalender die past bij jouw branding
Met Zoho Bookings behoud je de kleuren van jouw merk in alle applicaties.
Je kan kiezen uit vier voorgedefinieerde thema's (Modern Web, Nieuwe Opmaak, Klassiek en Nieuw) met daarnaast opties om de kleur en tekst aan te passen van verschillende elementen die op de boekingspagina verschijnen. Om het thema van een boekingspagina aan te passen navigeer je naar Bedrijf Beheren > Werkruimten > (Kies een werkruimte) > Boekingspagina thema's.



2 Koppel het klantenbestand aan een klantbeheer software
Om Bigin, CRM of een ander klantbeheer systeem software te koppelen, navigeer je naar Beheer bedrijf > Overige. Hieronder vind je Zoho CRM Contact in de sectie beschikbare verbindingen. Beweeg de muis over Zoho CRM Contact en klik op de knop Inschakelen. Autoriseer Zoho Bookings om contacten aan te maken in Zoho CRM. Zodra de autorisatie is voltooid, worden klanten die een afspraak boeken nu automatisch toegevoegd als contactpersonen in Zoho CRM.

Handig om te weten! Dubbele klanten worden automatisch uitgesloten in Zoho CRM door te controleren of het door de klant ingevoerde e-mailadres of telefoonnummer uniek is.



3 Laat klanten direct een (aan)betaling doen via iDEAL, Creditcard of reserveer gratis.
Als je als bedrijf professionele services aanbiedt, kan je betalingen ontvangen door een betalings-gateway op te zetten. Dit verwijdert de rompslomp van betalingsherinneringen, vertraagde betalingen, cash handling, en vermindert ook no-shows. Navigeer naar Manage Business > Betalingen (onder de sectie INTEGRATIE). Alle betalings-gateways die beschikbaar zijn voor integratie worden opgesomd.
Beweeg de muis over de gewenste betalings-gateway en klik op de knop Configureren. Login op jouw Stripe account, of maak er een aan. Na een succesvolle autorisatie wordt de geconfigureerde betalingsprovider weergegeven in de sectie Geconfigureerde betalingen. Zet de knop Online Betalingen op "Ingeschakeld" om betalingen te ontvangen.

Handig om te weten! Je kan een betaling als een optie aanbieden, maar ook verplichten voor een aanbetaling of het volledige bedrag.

4 Synchroniseer je boekingen automatisch met andere kalenders
Het synchroniseren van agenda's kan de beschikbaarheid verbeteren en ervoor zorgen dat klanten de nodige interactie krijgen. Zodra een agenda is ingeschakeld, kan elk personeelslid de betreffende agenda's machtigen om te synchroniseren met de Zoho Bookings agenda vanuit het gedeelte Mijn profiel.
Klik op het pictogram Beheer bedrijf in de rechterbovenhoek en kies vervolgens Agenda's onder het gedeelte INTEGRATIE. Alle kalenders die beschikbaar zijn voor integratie staan in een lijst. Nadat je een agenda hebt geconfigureerd kan je de boekingen en afspraken synchroniseren in het gedeelte Agenda's beheren onder het tabblad Mijn profiel. U kunt meerdere kalenders tegelijk activeren en zelf bepalen welke personeelsleden toegang hebben tot de synchronisatie van Zoho Bookings kalender.

5 Stuur geautomatiseerde e-mails en sms notificaties.
E-mail- en SMS-berichten kunnen naar de werknemers van jouw bedrijf en de klanten worden gestuurd, zodat ze allemaal op de hoogte zijn van wanneer een afspraak is geboekt, verzet, geannuleerd, enzovoort. Navigeer naar Beheer bedrijf > Werkruimten > Meldingen. De selectievakjes voor de vereiste gebeurtenissen kunnen worden aangevinkt om het personeel via e-mail op de hoogte te brengen van gebeurtenissen. Herinneringen zijn ingesteld om het personeel een dag voor de gebeurtenis te informeren.





Klik op Aanpassen bij de gewenste gebeurtenis om de inhoud van de e-mail in te stellen met behulp van variabelen. Klik op de knop Opslaan als je klaar bent.

Zoho Bookings is onderdeel van Zoho One. Meer weten over Zoho Bookings? Laat het ons weten!

Met vriendelijke groeten,

Team Zoho Nederland

    • Sticky Posts

    • De nieuwe Zoho One is hier! Deel 1

      Beste Community-leden, Zoho One, hét besturingssysteem voor bedrijven introduceert vandaag haar nieuwste update met maar liefst 5 nieuwe apps, 3 nieuwe services en 7 grote platform verbeteringen.  Wij hebben gekeken naar hoe wij jullie verder kunnen helpen.

    • Tips &Tricks: Jouw online boekingssysteem in 5 stappen!

      1 Creëer een afsprakenkalender die past bij jouw branding Met Zoho Bookings behoud je de kleuren van jouw merk in alle applicaties. Je kan kiezen uit vier voorgedefinieerde thema's (Modern Web, Nieuwe Opmaak, Klassiek en Nieuw) met daarnaast opties om

    • Start met Zoho One

      Welkom op de community-pagina van Zoho One, hét besturingssysteem voor bedrijven. Op deze pagina geven wij een korte introductie over Zoho One. Daarnaast geven wij een aantal tips om te starten met deze besturingssysteem. Tegenwoordig zijn Cloud-oplossingen

    • Recent Topics

    • Cloning a Pick List

      I have an existing Pick List in my Contacts that I want to drop into my Leads.  Is there a way to copy or clone the field with it's accompanying Pick List?  Thanks for your time.

    • The Social Wall: January 2026

      Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social

    • Zoho books aide

      Bonjour, je rencontre un problème avec Zoho Books. J’ai effectué une demande de support via l’interface prévue à cet effet, mais je n’ai jamais de retour. Je ne reçois ni email de confirmation, ni information concernant la prise en charge de ma demande,

    • Smart Data, Smarter Contracts — Ensuring Consistency Between Metadata and Documents

      In contract management, data accuracy is not just a nice-to-have—it is essential. A single mismatch between what your system shows and what is written in the contract can ripple into approval delays, compliance risks, and broken trust in your data. Imagine

    • Join Zoho Meeting only via Web browser and not with Zoho Meeting App

      Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdle

    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

    • Updating records through Zoho Sheets View doesn't update timeline or trigger workflow rules

      I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. Denis

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

    • inability to use different primary address on invoice per location

      my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.

    • AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?

      Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provide

    • Rename Service Report

      Some of our customers are requesting the name of the service report PDF to be in a specific format, for example, instead of REP-001.PDF some are requesting to include their name like customername.pdf. is that possible?

    • AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?

      Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provide

    • Scheduled AU Data Center Database Version Upgrade for Zoho Forms

      Dear Zoho Forms' users, We would like to update you on a scheduled AU Data Center database version upgrade for Zoho Forms. Find the schedule below: Migration window: Sunday, 22nd February 2026 12.00 AM to 12.30 AM AEDT This migration is a part of our

    • Cannot get code to work with v2.mergeAndStore!

      Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of

    • Hotmail is blocking the zoho mail IP

      Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to

    • Zoho Bookings and Survey Integration through Flow

      I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be

    • Zoho CRM Community Digest - December 2025 | Part 2

      Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks

    • CRUD actions for Resources via API

      Hello, is it possible to perform CRUD actions through the API for Resources? We want to create a sync from Zoho CRM Car record to Bookings resources to create availabilities for Car bookings. For Test drives, not only the sales person needs to be available,

    • Kaizen #186 : Client Script Support for Subforms

      Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

    • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

      Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category

    • オンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho

    • doubts about customer happiness in zoho desk

      Good afternoon, Desk community. The reason for my message is that I have a question regarding the customer satisfaction surveys we can ask our clients to rate our service. I know that in Desk, you can activate Customer Happiness to send a survey to the

    • COQL API in JS Widget only pulling 200 records

      Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?

    • Standard Description Field - Can I change label or add dd tooltip

      Is there a way fo you guys to allow the customer to change the label name for the description field in the customer portal when submitting tickets. Or at least allow us to add a tooltip to clarify what description we need from them. I know I can create my own separate multi line description field but if I do that, it doesn't have the nice toolbar with Bold, Italic, Underline, color, font, indent, etc. Can you please allow us to add a tooltip to the zoho standard description field?

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • Ability to CC on a mass email

      Ability to CC someone on a mass email.

    • Different Task Layouts for Subtasks

      I was wondering how it would be possible for a subtask to have a different task layout to the parent task.

    • Compensation | Salary Packages - Hourly Wage Needed

      The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

    • Customizing Helpcenter texts

      I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found

    • Ability to Edit Ticket Subject when Splitting a Ticket

      Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

    • Automatically Update Form Attachment Service with Newly added Fields

      Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new

    • Reopen ticket on specific date/time

      Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)

    • API credit COQL COUNT

      The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?

    • Weekly Tips : Save Time with Saved Search

      Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

    • Remove 'This is an automated mail from Zoho Sign' in footer

      Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan

    • Organize and manage PDFs with Zoho PDF Editor's dashboard

      Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload

    • Custom function return type

      Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

    • Passing Info from Function to Client Script

      Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to

    • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

      Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

    • Zoho Payroll for Canada

      Is anyone else having problems getting setup for Canada?

    • Next Page