What's New - June 2025 | Zoho Backstage

What's New - June 2025 | Zoho Backstage

Plans change. People cancel. Tickets get handed off. It happens, and we understand. As an organizer, you need tools that offer flexibility for attendees while protecting your event’s integrity. That’s why we’ve built features to help you manage these situations with clarity and control.

This month’s updates may not be the flashiest, but they have a clear purpose. They are designed to give you quiet confidence, helping you say "yes" when it matters and "not this time" when it doesn’t. With that balance, your events become more than just efficient. They become intentional and genuinely human.

Let's take a look at what's new and enhanced. 

Cancellation Approval 

Make cancellations work for you and your attendees.

Managing cancellations is now more flexible and organizer-friendly with the new cancellation approval workflow in Zoho Backstage. Instead of canceling tickets immediately, organizers can now receive formal requests from ticket holders, review them, and choose to approve or deny them. This extra layer of control helps you stick to your event policies, handle refunds more accurately, and keep communication clear, especially for complex or high-value requests.

To turn this on: 


  • Navigate to Registrations > Registration Settings from the Dock, and switch on the Cancellation Approval toggle. 
  • Once active, any attempt by an attendee to cancel a main ticket, companion ticket, or session will create a request instead of an instant cancellation. The request will show up as Pending in the attendee’s event portal, so they can see what’s happening at any time.
On your side, these requests appear under a new Cancellation Approval tab in the Registrations module. You can check each request in detail. If it includes multiple items, such as a ticket and sessions, you can approve or deny each item separately. For example, you might approve a ticket cancellation but keep the session registrations active.



When you approve a request:
  • You’ll see the attendee’s reason, the items involved, the cancellation fee (which you can still edit), the refund amount, and an optional comment box. 
  • Once you confirm, the request status changes to Approved on the attendee’s side.
When you deny a request:
  • You’ll see the same details and can add a reason for the denial. 
  • The status will then update to Denied for the attendee. 
  • If only some items are approved, the status will show Partially Approved, and any denied items will be removed from further processing.
To help you stay on top of things, the Cancellation Approval tab has filters to see all requests or only those that are pending, approved, denied, or partially approved. This makes sorting and managing large volumes of requests easy.
Notes
  • If the primary ticket is selected for cancellation, any linked sessions or companion tickets will be automatically included. 
  • Also, once a request has been denied, it can't be submitted again.
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans

Restriction of ticket transfers

Stronger control over how tickets change hands.

A new enhancement has been introduced to give event organizers greater control over how ticket transfers are handled. You can now decide whether to allow or restrict transfers, depending on your event’s needs. This helps prevent unauthorized resale, reduce misuse, and maintain operational clarity, which is especially important for tightly managed or high-value events.

In the past, many organizers offered attendees the flexibility to transfer tickets to others after registration, which worked well for most events. However, as some events grew more complex, organizers began to see new challenges where tighter control became necessary. For example, some reported cases where tickets purchased at the standard price were resold at higher rates, creating potential policy conflicts. In other cases, especially when attendee badges are preprinted, last-minute transfers can lead to mismatches and confusion at the venue.

To address these concerns, organizers can now enable or disable ticket transfers at any point, based on their event’s operational requirements. 



To turn off ticket transfers: 
  • Navigate to Registrations > Registration Settings from the Dock, and switch of the Allow Ticket Transfers toggle. 
  • Here, the ticket transfer policy can be defined for all ticket classes or tailored to specific ticket classes. This ensures that organizers can enforce different transfer rules for different tiers or categories of tickets.
By default, when the Allow Ticket Transfers option is enabled, transfers are permitted. However, organizers also have the option to define a time window during which transfers are allowed. They can choose to allow transfers until the event start date, the event end date, or set a custom date and time. Once this defined period has passed, ticket transfers will be automatically restricted for attendees.
Notes
While attendees are subject to these restrictions, event organizers themselves will retain the ability to transfer tickets on behalf of attendees at any time, regardless of the transfer settings in place.
This is designed to help organizers prevent unauthorized resale, maintain data consistency, and ensure smooth operations on event day.  

Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans

Simplified refunds with automatic cancellation fee application

Spend less time on fee calculations and more time running your event smoothly.

Managing cancellations is now faster and more consistent with our new automatic cancellation fee application. When you use the Cancel and Refund option, the cancellation fee you defined during ticket setup is automatically applied to the refund amount. This removes the need for manual adjustments and helps you maintain fairness and consistency across all refunds.

Full control when you need it:
  • You still have the flexibility to adjust the cancellation fee percentage before finalizing the refund. This means you can easily handle special cases, such as emergencies or loyal attendees, while protecting your revenue and saving valuable time.
If you issue a refund without canceling the ticket, such as for a goodwill gesture or a partial adjustment, no cancellation fee will be applied. In these cases, the ticket remains valid, and you can manually adjust the refund amount to suit the situation.
Notes
Automatic cancellation fees are only applied if you’ve set a cancellation fee for the ticket class during ticket setup.
This update makes your refund process quicker, clearer, and more reliable, allowing you to focus on delivering great event experiences instead of double-checking fee calculations.

Plan availability: Included in the Essentials, Premium, and Ultimate plans

Alt Text support for all website images

Make your event website more accessible and search-friendly.

Alt Text support has officially arrived in Zoho Backstage, helping you build more inclusive and discoverable event websites. Whether you are aiming for WCAG compliance or looking to improve your site's SEO performance, this feature ensures your visuals are both beautiful and meaningful.

Every time you upload an image in the website builder, you will now see an Alt Text field in the right-side panel. It comes with a default value of “image,” but you can and should replace this with a custom, descriptive phrase that accurately represents the image. This allows screen readers to convey the content to visually impaired users and gives search engines better context to index your site.



For bulk management:
  • Navigate to Settings > Customize Text > Alt Text (available on all paid plans). You’ll see a preview of each image, making it easy to update values at scale. Multilingual sites are fully supported—you can switch languages and refer to the source-language Alt Text while entering translations.
For a spreadsheet-based workflow:
  • The Event Website - Alt Text sheet is now part of the language export file. Update it in bulk and import it back into Backstage to instantly reflect the changes across your website.
Whether you're optimizing for discoverability or inclusivity, this update ensures your event content is both meaningful and compliant.

Plan availability: Included in the Free, Essentials, Prem​ium, and Ultimate plans

Register companion tickets anytime (Early access)

Give attendees more flexibility for their guests.

Attendees can now register companion tickets anytime after they purchase their main ticket, as long as their ticket includes the companion benefit. They simply log in to your event website and add companion tickets from either Your Orders or Your Tickets.

From Your Orders:
  • Navigate to Your Orders > Event Tickets > Register Companions. This takes them to the ticket selection page to complete the registration.
From Your Tickets:
  • Navigate to Your Tickets > Register Companions. This also directs them to select and confirm companion tickets.
Each companion ticket will appear as a separate order on the website, linked to the main ticket ID. On your end, the companion registration is also tracked as its own order, keeping everything clear and organized.

We’re just getting started.

The updates you see today are only part of our bigger vision to make Zoho Backstage more flexible, reliable, and rewarding for every organizer. In the second half of 2025, we’ll roll out more practical enhancements and thoughtful tools to help you handle change smoothly, deliver better experiences, and run every event with more confidence.

Thank you for being with us on this journey. Stay tuned, because there is more to come.

Note: All the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.

If you have any questions or would like to try out our early access features, feel free to contact us at support@zohobackstage.com.

    • Recent Topics

    • JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

      Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js

    • Function #55: Convert multiple quotes to single SO using Custom Button

      Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

    • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

      Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit

    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

    • Time based workflow without edit/action

      Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound

    • What's New - August 2025 | Zoho Backstage

      Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things

    • prevent selling expired items

      Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.

    • Product details removed during update from other system

      We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

    • Client Customer

      I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.

    • Add Ability to Use Zoho Finance Tags

      For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.

    • Embeded Signing doesn't work on Safari Browser

      We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know

    • Dataprep Webhook Limits and Cannot update column with Dataprep

      I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe

    • Power of Automation :: Automatic removal of project users once the project status is changed.

      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

    • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

      Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re

    • Project Management Bulletin: August, 2025

      We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,

    • Zoho Sign and Zoho Workdrive Integration

      Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named

    • Office 365 and CRM mail integration: permission required

      Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • How do you list multiple contacts for a lead?

      My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve

    • Modifying Three Dot Menu Options

      Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for

    • Field Not Updating in FSM Script - Service and Parts module.

      Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and

    • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

      Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make

    • Zoho Books | Product updates | September 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

    • How to update Multiple Users field in Quote Module from Deal Module

      Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • Clone a Module??

      I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

    • Advance PDF creation from CRM data

      I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want

    • how to disable staff selection Zoho Booking integrated to SalesIQ?

      currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

    • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

      I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?

    • Updating Subform Record from other Form

      Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

    • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

      when I email a invoice how can i see it was sent and also were i can go to see all emails sent?

    • Zoho Books - Hide Convert to Sales Order if it can't be used.

      Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive

    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

    • Cross-Data Center Collaboration and / Or allowing users to choose DC

      Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data

    • Zoho Flow - Update record in Trackvia

      Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to

    • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

      I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

    • Send / Send & Close keyboard shortcuts

      Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

    • Is it possible to register webhooks in Zoho CRM using API?

      Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that

    • Calls where the local audio is shared, have echo

      When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?

    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

    • Next Page