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

    • Way to update CRM records in quik view

      I have custom module in zoho crm and that module have 500 records. I want a quick way or UI so that user can easily update the record information in quick view without going to record detail view or edit view. I tried zoho sheet option but in zoho sheet
    • Getting Permission denied to access this portal.

      We have one user that can't login to projects even though access has been granted. This user can login to accounts.zoho.com but when login to https://projects.zoho.com/portals.do we get this error: Unauthorized login to this portal Permission denied to access this portal. Check your portal URL again. Sometimes we also get "server too busy". We have tried killing sessions (in accounts.zoho.com) and we have deleted cookies; and tried different computers and still the same problem. All others use can
    • Marketing Tip #1: Optimize item titles for SEO

      Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
    • Does Zoho Docs have a Line Number function ?

      Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
    • Ticket Status Colors

      Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right
    • Template usage

      Hi, We are using some templates as a response to customer questions. Is it possible to analyze the usage of these templates? We want to know if the use of our templates has increased over time
    • Setting Default Views for Custom, List and Detail Views

      Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting
    • 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
    • Filter Based API request in Zoho Books using POSTMAN

      How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.
    • URL validation

      We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
    • Sync Lookup Fields from Zoho CRM

      HI Team, I have synced a lookup field from my CRM data to Campaigns. When I view the synced data the field appears to display a Zoho CRM record ID rather than the text value. Is it possible to get the sync to import the text value rather than the CRM
    • Has anyone been experiencing slow issues?

      Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.
    • Zoho Projects Roadshows 2025 - USA

      Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,
    • Billing Management: #6 Usage Billing in SaaS

      Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens
    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
    • Allow syncing Activities from other applications

      Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
    • Zoho CRM IP Addresses to Whitelist

      We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over
    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
    • Ask the Experts #1

      Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using
    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
    • How to overcome Zoho Deluge's time limit?

      I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
    • Zoho Sheet - Printing - Page Breaks and Printing Customization

      I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
    • Checking if Creator has Change History

      Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission
    • 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.
    • Zoho sites header

      Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
    • Your bot just got smarter: AI-Powered routing that reads between the lines

      What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
    • Recurring Supervisor Rule Reminders for Open/In-Progress Tickets

      Hello Zoho Support Team, I would like to suggest a potential improvement regarding reminders for tickets and activities in Zoho Desk. Currently, it is possible to set reminders only once. In the Supervisor Rules section, it is possible to configure reminders
    • Round robin

      Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
    • Unable to create embed code for resource of workdrive using API

      Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below
    • how to use validation rules in subform

      Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
    • Adding contact role to a specific deal js sdk malfunctioning

      i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",
    • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

      he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes
    • So we ran with it for the week

      In our company i bit the bullet and ran with FSM for a whole week. Service calls, deliveries and surveys. Covering about 30-120 miles a day to domestic properties. Loved the appointment list and satnav integration. Loved the timer to measure the appointments.
    • Q3 Updates from Bigin!

      Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your business
    • Next Page