Hey everyone!
My name is Akarsh, an intern at Zoho and I hope that you are safe and sound during these testing times. I will regularly be posting about booking pages in this community page and I am looking forward to helping you out in creating some great booking pages that you can use to showcase your business. If you have any doubts or clarifications regarding this guide, feel free to comment below. So, let us get started!
If you are interested in reading more articles like these, click
here.
Why do you need a good-looking scheduling website?
Your appointment scheduling page is a critical part of your organisation’s image. Most studies have shown that a great online experience instils a sense of trustworthiness and confidence in your customer’s decision of doing business with you. Hence, it is crucial that you offer a good-looking and convenient appointment booking experience to your clientele so that you can have more people wanting to do business with you from initial impressions alone. In this guide, we are going to show you how to do so effectively with minimal time and effort. So, put on your creative hats and let us begin!
Imagining your appointment scheduling page
When you started thinking about your appointment scheduling page, how did you imagine it in your mind? Getting at least a vague image of what your result should be the first step that you are going to take. If you have seen a appointment scheduling page anywhere in the past that impressed you, you may draw references to it while imagining your own page. In case you are finding it hard to do so, try looking around the internet to get inspiration from what others have done. Check out other appointment scheduling websites, landing pages, websites and other sources that give you some clarity and inspiration on what direction you should be heading in when you are designing your scheduling page. Try to carefully analyze the elements in these websites to look for signature characteristics that are used extensively in your industry. For example, you are far more likely to see colors like sky blue and grass green in the spa industry as compared to colors like black and red because the former ones are far more peaceful and calmer to human eyes. Once you have an idea on how your page should look like, from hereon, everything that you read should help you lead to that as a result.
Picking the right tool for the job
For this guide, we are going to use just the on-board customization options for designing the appointment scheduling page. This way, we can keep the whole process simple and quick with minimal effort. The customization options that are present in Zoho Bookings can transform the look of your appointment scheduling page if done right.
Now, where are these customization options that we are talking about? If you are on the home page of Zoho Bookings, navigate to the workspace settings page by clicking on the gear icon on the top right corner that says Manage Business. Click on the Workspaces option on the left pane after which, you should click on the workspace for which you want to design the appointment scheduling page. Scroll to the bottom of all options that are available and click on the Booking Page Settings to get started on our process.
On the right half of the page, you will see that the options given are divided into two sections: Header Options and Footer Options. Like the names infer, you will be able to edit the elements that are present in the header and footer of your appointment scheduling page. Here is what each of them mean:
Header Elements: Logo - This is the top left corner of the page where your company logo goes. Ensure that you upload a PNG version of your logo in which the background is transparent. This gives a professional look to the logo on your page.
Header Elements: Title - The text right next to the company logo is the title which can be edited to say either your company name or any other text of your liking.
Footer Elements: Contact Number – The contact number that you need your customers can use to contact you goes here, on the page footer.
Footer Elements: Email Address – Same as the contact number, give your email address to through which your customers can reach out to you.
Footer Elements: Facebook – Your Facebook tag goes in here. Your tag comes in after
https://www.facebook.com/ on your Facebook URL.
Footer Elements: Twitter – Likewise with Twitter. Your tag comes in after
https://twitter.com/ on your Twitter URL.
Footer Elements: Instagram – Just like Facebook and Twitter. Your tag comes in after
https://twitter.com/ on your Instagram URL.
Let us go over the Booking Page Themes next.
You have 4 options to pick a theme for your page. The Default and Modern Web templates let you customize further than just picking the style from the theme with options to change the color scheme, which we will go over in a short while. The Classic and Fresh themes do not offer any options to customize their color schemes and are perfect for those who just want a simple theme for their appointment scheduling page without having to spend too much time tweaking it.
Like we had mentioned earlier, the Default and Modern Web offer customizability in terms of the color schemes that they can portray. While the Default option offers you 10 pre-set colors on your header that you can try, the Modern Web allows you to pick any color from 16 million colours to be set on the text, buttons and background according to your liking. In this way, the Modern Web is what we would recommend as it offers more granular controls over your appointment scheduling page theme when compared to the other options.
Under the color options in Modern Web you will be able to see 11 pre-set color schemes that you can check out on your appointment scheduling page. Try out the ones which you think may suit your appointment scheduling page well. If you need to apply something that is not offered in the pre-set schemes, click on the custom scheme at the very end (the one that looks like part of a rainbow in a box) to customize every part to your liking. It even offers a numerical hex value input so that you can precisely get the color that you need.
After that, you will see the Banner options where you can edit the Title, Description, Button Text and the Background Image that goes into your appointment scheduling page.
Custom Colors offer complete control over what you need in terms of the colors of your page.
Getting your resources that you need
For this specific guide, you will just need a place from where you can get your background image. If you have an image already that you want, go ahead and skip to the next part of the guide. If not, there are several websites on the internet where you will be able to purchase an image or get free royalty-free images. Please do note that sites that offer royalty-free images may not give you the same quality or specificity of paid ones. Some of the websites that we offer are:
Paid Sites:
Royalty free sites:
Creating your background image
In this specific guide, we will not be editing any part of the image as we are going with just the image itself as the background. So, all you need to do is use your own image or go through the website of your preference and download one that you think is the right fit for your appointment scheduling website. Ensure that the image isn’t too cluttered and is visibly pleasing as it can portray a good and positive look to your page. Also, it will be much better if the majority of colors in the image match the color of your logo as it will make the design of your page look seamless and uniform although it is not mandatory to do so.
Picking out your color scheme in Zoho Bookings
For choosing the color scheme of your appointment scheduling page, the first step that you need to take is to observe your background image and your logo and answer the following questions with a color or two:
- Which colors stand out the most and catch your attention at first glance, positively?
- Which colors compliment your background image and your logo very well?
- Which color from them would look the best on buttons and text so that they contrast well with the background?
If you have a color or two that answers these questions for you, then that is probably what you are looking for. Don’t forget that you can always apply a certain combination of colors and try them out on the appointment scheduling page to see if it goes well. Also, ensure that you try all colors that you think may be good because sometimes, the colors that you think aren’t that great may be the best fit for your appointment scheduling page as a whole.
If you have a website for your organization which follows a certain style and color pattern, it may be better just to go with those specific colors and backgrounds that look just like it as it helps put both together as a visually whole and uniform package to your customer. This makes your website and bookings page look like a very professionally done experience.
Note: For every change or edit that you make to your appointment scheduling page, check out the page after doing so by clicking the Go To button at the very end of your workspace options so that you get an idea of how it looks on your appointment scheduling website.
Adding text to your page
Under the Banner section in Booking Page Themes, there are 3 places where you will have to give sentences or phrases on your appointment scheduling page: Title, Description and the Button Text. For the Title and Description, you can get creative and write anything that you think is appropriate and attractive for your business. As for the Button Text, you are pretty much limited to phrases that say that the final button on your appointment scheduling page confirms the details entered by the customer and confirms the booking. Here are some of our suggestions for each field:
Title
- Welcome to <your organization name>.
- Hi there! Let us get your slot booked with us.
- Let us get started with your appointment.
Description
- Book an appointment with us today and get started on an amazing experience.
- Your journey to an amazing experience starts in just a few clicks.
- Please enter the required details and confirm your booking according to your convenience.
Button Text
- Book Now
- Confirm My Booking
- Confirm
Feel free to try out your own suggestions and do not forget to check out your page with the changes done so that you get a feel on how it looks like to your customers.
The last thing to do after everything else
Get feedback! Work on your page until you have done the best you can and try to show it to some people (your colleagues, friends or family) that you are comfortable with seeing what they think of it. Who knows, perhaps they will point out a thing or two that can be improved which might have been missed by you because you were so focused on getting everything else right as well. This happens to the best of us and it is always a wise idea to get opinions from others and incorporate those into your design if you think that they make your page better. Ask for feedback from your customers as well after they start using it so that you can make the page easier for them to use to book appointments with you. If you have followed and implemented most of what we have said in this guide then congrats, you have designed an awesome appointment scheduling website all by yourself! Way to go!
I hope that you have found this guide to be helpful to you. Please share this with anyone who you know will benefit from this guide. Once again, let me know of any questions that you have via the comments sections down below.
Note: Some of features mentioned in this guide are only available on the premium subscription.
We have more articles on appointment scheduling sites for you! Check some of them out below:
Recent Topics
Build custom AI solutions with Catalyst’s QuickML capabilities in CRM
Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
Introducing Record Summary: smarter insights at your fingertips
Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify
Suppress "spreadsheet will not be saved" message on published sheet
I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
Missing "Email Authentication" tab
Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that
Show item Cost value on Item screen
The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
Zoho Analytics to Zoho Sheets - automatic update?
Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
Integration with Moodle
Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
How to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give me
Task status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
Task module and related-to field
In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate
Add Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
migrating from Zoho Invoices (CRM) to Zoho Books
Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
Zoho MA and Custom Module
I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or
When is partial reimbursement going to be launched?
Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.
Year-End Wrap: Declutter Your Inbox Using Email Filters
Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now
Unified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
Formula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
Items attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
Organize and Track Phases with Phase Custom Views
Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
Record Asset Received as Payment
How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).
Invoice Line Item Report
Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ
Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five
Progressive Invoicing
Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)
Client Script - mapping data from different module
Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknown
DORA compliance
For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in
Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines
Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
Zoho Creator Upcoming Updates - December 2024
Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi
Customer can't comment on SO or Invoice
Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to
Zoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
See Calendar When Creating Meetings On Record Page
It would be a great user experience to see you calendar while you are creating a meeting on a record page. Here is how I imagine it could look:
Saved filters, layout rule support, related list quick navigation, and more
Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will make your CRM journey more efficient and user-friendly. Here's a look at what's
Power of Automation: Automatically send an email to all portal users with today's list of Open tasks.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Introduction of Robotics Process Automation in Zoho products
It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage
Lock a custom field on a deal record but keep all other fields editable?
I have a custom field, which auto-populates a job number upon converting a lead to a deal but the automation breaks if someone accidentally edits that field. I want to lock that field but keep all other fields open. Is this possible? I've tried through
Add Feature To Hide Plugin Sections On Record View
Hi team, I'm trying to help a client tidy up their CRM. When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor. I would like to see an option to hide
Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users
Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
Problem configuring/customizing sales pipeline steps
Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance M
fetch records from analytics table from creator
I have a creator workflow that I am working in that will compare data from within the app to a table in zoho analytics. Is there a way to fetch a record from Analytics? I have attempted a custom connector with analytics and tried to use it with invoke
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
Next Page