Creating one-time meeting links with Zoho Bookings

Creating one-time meeting links with Zoho Bookings

  • Want to schedule ad-hoc meetings?
  • Want to share only a particular time slot for a meeting?
  • Don't want clients to book with you again?
  • Don't want to expose your total availability?
And do all this without disturbing your current setup? Dive right in. We'll show you how to schedule One-Time Meetings.
  1. Staff sends a one-time booking page link to the invitee.
  2. Booking page link expires once an appointment is booked.
  3. Invitees can book next appointment only when staff shares a new URL.
  4. Invitees cannot share your availability with people you do not know.
Can we do this in Zoho Bookings? Unfortunately no. Not at the moment. Though one-time meeting links are on our roadmap, we don't wish to stall our customers.


 
So here's our workaround for one-time meeting links with a little bit of manual effort.
  1. Create a service specific to one-time meeting links.
  2. Mark this service as private. It makes sure that the service isn't listed under any workspace.
  3. Navigate to the service booking URL. Click Customize.
  4. Change the last portion of the URL to the following format.


For example, if you send an appointment link on May 01, 2023, to a customer called Robert James, your code would look like this - D010523TROBE. It ensures that none of the one-time URLs overlap with each other.

Voila, your one-time booking link is ready. Once a customer books using this link, you can modify it and send it again to another customer. The following is how the flow would look like,



Check out the video below for more details,


Important Notes

  • Let's assume we send the URL to customer 1. If customer 2 asks for a one-time link, don't modify the URL before customer 1 books. Once customer 1 books an appointment, you can modify it and send it to customer 2.
  • If multiple customers request a one-time URL simultaneously, you can create another service, repeat the above process, and send the URLs to your customers. Check out the following video for more details.
  • If two customers ask for a one-time URL simultaneously with the same name, you can add one more letter to the URL. For example, Robert James and Robert Williams are requesting one-time appointment links simultaneously. The following can be the code,
    • D010523TROBEJ - For Robert James
    • D010523TROBEW - For Robert Williams
  • It's not mandatory to follow the naming convention, but we recommend you do so to avoid the overlap of using the same booking page link.


Taking complete control over one-time meetings

If you wish to power over your availability, here's how you should do it.
  1. Navigate to Service Notifications > Available Date Range.
  2. Set it to a date/ date range you want your customer to book. Double click to select a single date/ choose a date and drag the slider to choose a range. Once you've chosen your preferences, click on select and finally 'Save.'
  3. Now click on available Times. Choose custom time.
  4. Here you can define your time slot and allow people to book appointments depending on your preferences.
Check out the following video for more details.



With this method, you can generate one-time meeting links through Zoho Bookings. If you've any queries, drop them in the comments. We'll be happy to help you out.

I want to try this!

    • Topic Participants

    • Siva

    • Sticky Posts

    • Announcing: custom color palette + free workshop

      Hello everyone, We're excited to share new feature in Zoho Bookings—a color palette within booking page themes. You'll find this option under Manage Bookings > Workspaces > Booking Page Themes. You can customize the color of every element in your booking page and even alter the transparency of your background image. Please note that this is a paid feature included in the Basic and Premium plans. At the moment, it's available only under the Modern Web theme. This means you can create billions (7,

    • Complete walk-through of Zoho Bookings (video)

      Save time for both you and your customers. Use Zoho Bookings, the appointment scheduling app from Zoho, to free yourself from email and paper-based scheduling. Zoho Bookings can give you a common calendar by syncing multiple calendars, including yours and your staff's. Your customers can book a time convenient for them, and pay for services, through your website or the customizable webpage features available in Zoho Bookings. They'll also get emails reminding them about their appointments and any

    • New Features: Service Availability and staff booking page themes!

      Dear All,  Want a dedicated schedule for your one-on-one services? How would it feel to have one-on-one services open for consultations only during certain times? You need a superpower to make that happen and we give it to you - Service Availability is

    • Zoho Bookings has a new pricing - Pay per user

      Dear customers, Businesses around the world use Zoho Bookings. Customers have booked 1.5 million appointments and over 200K online meetings using Bookings. We are only set to cross more milestones, thanks to your support. We are excited to introduce to

    • Zoho Bookings outage on 30th June in the US data center

      Dear customers, While we profusely thank you for your patience when we were busy identifying the issue that caused the outage in our US data center, we sincerely apologize for the trouble it has caused you. It was unfortunate but the events that triggered

    • Recent Topics

    • Change work hours per day for employees

      Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.

    • Record GST Paid for Imported Goods

      In Australia, goods that imported from overseas needs to pay GST per invocied value. In most case, the freight forwader (logistic agent) paid this on behalf of importer (us), and invoice us in together in their freight invocie.  How do we setup a proper

    • Unable to produce monthly P&L reports for previous years

      My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create

    • Bulk Editing Multiple Invoices with Overwriting at time of upload

      Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoices are skipped as they already exist. I know the invoices exist but I would only

    • Oauth Redirects me to sign in page

      I am developing a postman script for me to securely get my credentials via Zoho Vault. With that, I need to authorize my postman to be able to access Zoho Vault. I am currently on Step 1 in this Zoho Vault | API Reference which redirects me to this guide

    • Here's why you should refrain from using EasyShip

      This is a screen recording which shows EasyShip performance issues. Note well! While we do use the Zoho-to-Easyship integration, the problems are wholly on the EasyShip side. The actual integration of data to EasyShip, and status updates back to Inventory,

    • How can I create a billable expense.?

      Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click

    • Introducing Sub-Accounts in Zoho Books!

      Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other

    • How can I insert and update field data of a sub-form without adding data into the main form’s mandatory fields.

      1. I have a main form that contains a sub-form. I need to update the data of the sub-form from a function, but I am unable to do so. How can I achieve this in Zoho Creator? 2. How can I insert data into a sub-form without inserting data into the mandatory

    • How to autorespond for inactive users?

      Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?

    • Cannot view or interact with polls on IOS

      When testing with Android the user will receive a pop up message when a poll is started and be able to access polls via the more menu. This is not the case when using IOS phones, there seems to be no way to view or interact at all.

    • Calendar view not working in Zoho Projects

      Hello Zoho team! Since this morning, clicking on the "Calendar" link in the Projects Menu doesn't do anything. It seems to refresh the page, but it doesn't open the calendar view for tasks. It affects every user in my company. Closing and opening the

    • Multi Select Filter off comma separated values

      Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"

    • Dashboard filter applied to all reports but not visible on report

      Hi, I have two reports which shows sales transactions data - one is graph and the other a pivot table. Both reports use the same base table. There are no filters on the reports so it shows all transactions for the last 6 months. I want to create a dashboard that includes the graph and the pivot table report. However, I want the dashboard to have a fixed date filter that only shows the last 30 days of data i.e. filtering the underlying graph and pivot table to show the last 30 days of order data.

    • Equipment Scheduling for Efficient Field Service Operations

      Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have access to the right tools and machinery for their job is also of paramount importance.

    • Chat issues

      I am having a couple problems with the zoho chat feature. When I use Chat from the App bar, not everyone is getting messages (these are to different accounts, Yahoo & Gmail). I did finally get the Users to show up correctly. However, when in an active chat with someone, I only get one sound notification. No other notifications, pop up or otherwise, come through to alert if another message was sent. Also, the bottom Chat bar that shows Active chats while I am in email does not show any online contacts

    • Problem with multiple pages record template

      Hi, I have a record template with multiple pages. When I print, it has gaps between pages. How can i fix it?

    • Field Update: can't find a custom multi-line text field in the options list

      I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I

    • Zoho One Datensicherung möglich

      Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. Und

    • Pop Up

      Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve

    • New feature alert: Witness signing is now available in Zoho Sign

      Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures

    • How to report and analyze a multi-select field entries distinctly ?

      As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

    • Get the capability to convert documents to different formats

      Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's

    • Issues with certain CRM, Desk & webhook blocks in Guided Conversations

      Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot

    • Use Zoho Creator as a source for merge templates in Zoho Writer

      Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

    • Can't delete/hide related lists

      Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list

    • Make Widgets Clickable or Copiable

      Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link

    • Address Autofill

      Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :

    • Sync custom module ID to Lead module

      Hello, I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the

    • In Kiosk, please support "File upload field" in the "Field Update" action

      Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,

    • can I link a contacts to multiple accounts

      can I link a contacts to multiple accounts

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

      Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

    • Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

      Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February

    • Add an action to set agent as a member of a team in zoho desk

      Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram

    • Power of Automation :: Automatically set the dependency between Parent task and the respective sub tasks

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Spell Check default language

      Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • Music files on Zoho Docs

      1) Uploaded a ma3 music file from Itunes.  When I click on the link, i go to the page and see a music player but it doesn't play.  Clicking on the play arrow does nothing.  How to fix???? 2) Also, when i put up a .zip file  and goto the page, anyone download it.  That's fine. But with a music file, all I get is that non functional player with no way to simply download the song. Do I have to zip every song so it can be downloaded?

    • Restrict Employees Access to Zoho Support

      Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support

    • Next Page