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

    • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

      Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery

    • Changing a Single-Line Text field into a Multi-line Field without losing data

      Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da

    • Webhook - Google Sheets

      I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration

    • Verified Mark Certificate

      Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html

    • Appointment booking is temporarily unavailable

      Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given

    • Cannot connect to 365 business calendar and Teams, says personal but it is not.

      hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its

    • Limited review (/questions) for Bookings 2.0

      Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly

    • Zoho Bookings - Reserve with Google

      Does Zoho Bookings plan to to integrate with Reserve with Google?

    • Tip #3: How to change your booking page language

      Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

    • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

      Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert

    • Bigin update: Link email messages to pipeline records.

      Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

    • Bigin Android app update: Custom buttons and widgets

      Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,

    • Biometric Access Support on Zoho Vault Desktop App

      Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Collective-booking event not added to all staff calendars

      We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it

    • Project Management Bulletin: October, 2025

      Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management

    • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

      Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

    • Zoho Sheets saying locked when not locked

      Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.

    • Identifying and Merging Accounts with Similar (Non-Exact) Names

      Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the

    • Option for super admin to recover the deleted chats in Zoho Cliq

      Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,

    • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

      Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey

    • I am trying to integrate my module in sandbox environment to add data via API

      I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"

    • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

      When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

    • Setting up primary mobile number.

      Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.

    • Add Custom Reports To Dashboard or Home Tab

      Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

    • Account in Quick View Filter

      I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

    • In arattai received message can't be deleted

      The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

    • Zoho sheet for desktop

      Hi is zoho sheets available for desktop version for windows

    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

    • Guided Conversations - Ticket Creation

      Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the

    • How to send certain invoices for Approval based on condition?

      To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.

    • Unable to continue payment

      Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • Massive spam pretending to come from our address – is this a Zoho security issue?

      Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be

    • LINE Auto Message Connect to Zoho

      When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,

    • System flaws and lack of response from Zoho

      I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

    • Cant recieve mails

      I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but

    • Zoho Sheet Autofit Data

      While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

    • Enhancements to finance suite integrations

      Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also

    • Next Page