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

    • Feature Request - Improved booking layouts, specifically for individual booking links

      I would like to see more layout options and specifically to have the meeting description beside the calendar booking function, when sharing booking links to specific consultations/meetings. Below is a screenshot from Calendly. I love this layout and it

    • Set Conditional and Dependent Rules for Issues in Zoho Projects

      An Issue Layout is a customizable form to add and update information about a specific issue. The fields in the issue layout can be changed dynamically based on user requirement using the issue layout rules. Consider a scenario where an electrical fluctuation

    • Accounting on the Go Series-56: e-Way Bill Module in the Mobile App – A Handy Solution for Indian Businesses

      Hello everyone, Managing e-Way bills just got more convenient with the Zoho Books mobile app! For businesses operating under the GST regime, e-Way bills are essential for tracking the movement of goods. Previously, you had to log in to the web app to

    • Copying records from a Custom Module into Deals

      Hello, I recently created a custom module to handle a particular type of order/transaction in our business. Having got this up and running I've realised that it would be much better to use the Deals module with a different layout instead. We've entered

    • Creator App on Mobile - Workflow "On Create / Edit - On Load" not triggered ?

      Hi Everyone, I built an application to track assets, which is used both at the office (desktop) an in the field by technicians (mobile app). In the field, technicians open an existing form and add rows to a subform at some point. One field they have to

    • HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS

      Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price

    • Custom Function to get custom field of lookup type in Books

      Hi, Here's the situation. In Purchase Order, there is a custom field (lookup) to SO. The requirement is to update to the related SO if PO get updated Right now facing challenge to get the id of custom field (lookup) in PO. Please find below the sample

    • Custom From Address is now Organizational Email

      We're introducing a small yet meaningful change in Zoho Recruit, one that sets the foundation for bigger improvements coming your way. What’s changed? We’ve renamed the Custom From Address to Organizational Email. The new name was chosen to better reflect

    • What's New in Zoho Billing Q2 2025

      Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q2 2025, ranging from image custom fields to support for new languages. Keep reading to learn more. Upload Images From Your Desktop to Email Notifications

    • Map dependency on Multiselect picklist

      I need help in Zoho CRM. I have 2 multi-select picklists. For example, Picklist A has country names. Picklist B has state names. Now I want to show states on the basis of the selected country from Picklist A. Both are multi-select fields, so the standard

    • Tip of the Week #63 – Keep personal emails out of team view.

      Shared inboxes are great for teamwork—they let everyone stay on the same page, respond faster, and avoid duplicate replies. But not every message needs to be shared with the entire team. Think about those one-on-one chats with a manager, a quick internal

    • Episode III : Powering Automation: Custom Functions in Action

      Hello Everyone, In our previous episodes, we explored custom functions and the Deluge programming language. If you’ve been wondering why the Episode series have been quiet, here’s the reveal! On our community, we've been showcasing custom functions integrated

    • Narrative 2 - Understanding Organizational Departments

      Behind the scenes of a successful ticketing system - BTS Series Narrative 2 - Understanding Organizational Departments A ticketing system's departments are essential because they provide an organized and practical framework for handling and addressing

    • Zoho Projects Plus for the healthcare industry

      The global healthcare industry is complex and diverse; from patient record maintenance, healthcare supply chain, to manufacturing complex medical equipment, the industry functions on many layers. Managing all these layers requires tested out techniques

    • Missing Outlook calendar option in Calendar

      Hi all I don't have an Outlook Calendar option in the Settings > Synchronise settings of Calendar. Any ideas why not?

    • Zoho Meeting Android app update: Breakout rooms, noise cancellation

      Hello everyone! In the latest version(v2.6.1) of the Zoho Meeting app update, we have brought in support for the following features: 1. Join Breakout rooms. 2. Noise cancellation Join Breakout rooms. Breakout Rooms are virtual rooms created within a meeting

    • Whats App Automation

      It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectively

    • Zoho Projects Android app update: Enhanced Documents module within the projects.

      Hello everyone! In the latest Android version(v3.9.35) of the Zoho Projects app update, we have enhanced the documents module within the projects. Now, you can view all the attachments that you have added across the project in tasks, bugs, comments, etc,

    • Lead Source Disappears

      When adding a new lead and saving the page, the page refreshes itself and the lead source field becomes blank. We set the "Lead source" as a required field to see if it would help, but the problem persists and we always have to re-enter the lead sou

    • Inquiry Regarding Monitoring ZOHO CRM API Credit Usage

      Hello ZOHO Community, I hope this message finds you well. I have a question regarding monitoring the usage and remaining credits of the ZOHO CRM API. I recently discovered that within ZOHO CRM, by navigating to Settings ⇒ Developer Hub ⇒ APIs & SDKs,

    • Payment Gateways - A unified hub to manage all your payment integrations in Zoho Creator

      Hello everyone, We're thrilled to announce that we've completely reimagined the way payment gateways are handled in Creator. The result is a centralized Payment Gateways section that provides a clean, user-friendly interface to configure and manage all

    • Community Digest Julio 2025 - Todas las novedades en Español Zoho Community

      ¡Hola, Español Zoho Community! Ha pasado un tiempo desde el último Digest pero, ¡ya estamos de vuelta con las novedades más relevantes en las aplicaciones de Zoho y su universo! Si no te quieres perder ninguna de las novedades que vamos publicando, te

    • Tip #35- How to use Notifications in Zoho Assist to stay on top of session activities- 'Insider Insights'

      Hello Zoho Assist Community! This week, we’re exploring Zoho Assist’s built-in notification system for improved visibility and accountability. Keeping track of session activity is crucial, especially when you're managing multiple remote devices and technicians.

    • Assistance with Exporting Specific Data from Zoho CRM

      Hi, Could you please guide me on how to export specific information, such as the model number and serial number, from the Accounts module in Zoho CRM? Thank you in advance for your assistance.

    • Coming Soon in Zoho Invoice: Send Invoices Instantly via WhatsApp

      We're working on bringing a new level of convenience to your invoicing experience. Introducing a much-requested feature in Zoho Invoice: You can now share invoices directly to your customers via WhatsApp! With this new option, you can: Share invoices

    • field update from the value of another field

      Hello, I need to do a field update from the value of another field, but i don´t know how can i do it. In the mass update option it is not possible... I need to put the last name value form the leads module to other custom field that i have created. thanks for your help

    • What is a realistic turnaround time for account review for ZeptoMail?

      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

    • Playback and Management Enhancements for Zoho Quartz Recordings

      Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

    • Is there any way to prevent the row cloning feature(on edit page)

      My initial requirement is to prevent some users from adding new rows in the subform. For that, I have implemented the client script, and the script is working fine. But users are able to clone the row and make changes. For that, I was unable to find any

    • Using Another Field Value for Workflow Field Update

      I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use

    • How Do I Change Business Location

      Ive just shifted my business to a new country and would like to update my address and Business location in the "Organisation Profile" page but it is locked in the previous country. How do I unlock it / change it? Thanks

    • Verify details pop-up windows

      Hi, Is it possible to turn-off the anoying "Verify details" window that ask for closing date, "Reason for Lost" or other concepts. If I would like the user to enter such data, I will implement a rule .... How can I turn-off such pop-up? it's not necessary

    • Monthly overtime wrong after adding/changing attendance time for past month

      Hi there, as I understand it, the montly overtime overview under attendance is calculated at the end of each month. If someone was not able to enter his attendance in time but entered it in the new month, this time will not be considered in the overview.

    • As a security measure, you need to link your phone number with this account and verify it to proceed further.

      I want to disable this feature as my one staff travels with different phone numbers so it is hard to verify by phone. How do I do that?

    • Asset Tracking

      I am looking to create custom modules to track customer assets. We install serialized and non-serialized equipment into customers vehicles. So we will have vehicles belonging to the customer then equipment that will belong to a vehicle (if installed)

    • Will zoho thrive be integrated with Zoho Books?

      title

    • 【参加無料】8月8日(金) 福岡 ユーザ交流会 参加登録 受付開始！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 8月8日(金)に1年ぶりに、福岡でZoho ユーザー交流会を開催します！ ユーザー事例セッションでは、CreativeStudio樂合同会社の前田 美知太郎さまが、労働時間を削減したZoho活用のリアルな工夫を語ります。 Zoho社員セッションでは、データ収集から自動処理まで一気に効率化できるZoho Formsの最新活用アイディアをお届けします。 ▷▷詳細はこちら：https://www.zohomeetups.com/Fukuoka2025#/?affl=fuk2508forumpost

    • Unusable due to "server" issues but there's nothing on Zoho or Down Detector saying there's an outage

      I just started the Zoho trial and I cannot do anything because no apps or even the "contact support" will actually load. I tried to create a project but it keeps giving me the error "server is unable to process your request at this time". I tried to load

    • Issue After Updating to Zoho Desk Android SDK v4.5.0 – Authentication Fails (Status Code 204)

      Hi Zoho Support Team, I was previously using the Zoho Desk Android SDK with the following dependency: implementation 'com.zoho.desk:asapsdk:3.0_BETA_17' Everything was working as expected — including user authentication, the tickets section, and the

    • add another department to helpcenter

      After activating multi-brand, how to add another department to help center? For example department A has associated with help center 1. We have another department B and would like user to be able to submit ticket to department B via help center 1, how

    • Next Page