Making the most of email notifications in Zoho Bookings

Making the most of email notifications in Zoho Bookings

Email notifications are one of the most versatile tools in Zoho Bookings.


We've beautified and translated them. Now, let's see what other steps we can take to further stretch their use.


In this guide, we'll use email notifications to:
  1. Create product awareness
  2. Market other services
  3. Show social proof
  4. Thank customers
  5. Collect feedback
  6. Win repeat business and more
Check out the table below to see how you can pack more value into your outgoing emails.

Email Notifications


Booked
Rescheduled
Canceled
Completed
No-show
Reminders
Agenda and meeting prerequisites






Case studies






Customer testimonials






Staff credentials






Post-appointment instructions






Data gathering






"Book another appointment" button






Service promotions







Yes, customer testimonials, case studies, and other value additions can be shared through social media. But think about this: Brands spend billions of dollars for customer attention, whereas on the other end, customers are overloaded with information. It's difficult to reach your customers amidst this chaos.

Even if you pack valuable content into your social posts, your customers are likely distracted and their attention fragmented.



But when you leverage email notifications in Zoho Bookings, you get more targeted customer attention with very little effort from your side. Above all, it is FREE.How?

Because even when faced with hundreds of emails, customers will open Zoho Bookings messages to view valuable information like appointment times and meeting links.



Plus, as customers often forget these details, they're likely to open your email notifications more than once. This means you get a customer's undivided attention on a recurring basis.

So why not leverage this?

You can double-down on the value you deliver to your customers during this attention window and let customers know more about what you have to offer.

This reinforces brand recall, strengthens customer trust, and increases repeat bookings, eventually leading to a boost in revenue.

Sending value packed emails

Let's explore different ways to deliver value to your customers.

1. Agenda and prerequisites

An agenda helps you set clear expectations by giving a preview of the session. This way, customers can prepare for what's to come.

Prerequisites are beneficial for both you and the customer. Say, for example, you teach students programming languages online. Your prerequisites might be a laptop, a GitHub account, and an integrated development environment such as Visual Studio.

This helps your students prepare and makes your class time more effective. It's a win-win situation.

Two ways to send an agenda and prerequisites to your customers include visuals and text.

Visuals

For more detailed agendas, you can create a private page on your website with stunning designs and include the page's hyperlink in your email. This is easily done by creating a share link through Zoho WorkDrive or Google Drive.

Here's what a hyperlinked agenda will look like:



To make things even easier for customers, you can hyperlink a downloadable agenda. The following video demonstrates how to add a downloadable file to your outgoing emails.



Text

If your agenda is short, you can write it out using bullet points directly within your emails.  We recommend having no more than six points to keep the message as concise as possible.


Text-based agenda


Text-based prerequisites

The following video shows how to add text-based agendas and pre-requisites to your emails.



2. Customer testimonials, case studies, and more

Customer testimonials and case studies help you showcase your credibility and gain trust. When your potential customers see highly rated testimonials and successful case studies, they'll put their faith in you.

It's also important to note that customers might have second thoughts about their appointment if it is far in advance. Sending these testimonials eliminates any such thought and reduces the possibility of a no-show.

Let's dive into some of the ways that you can send positive customer feedback along with your emails.

Landing pages and blog posts

Sometimes, the real estate in an email isn't sufficient enough. In those cases, you can hyperlink your testimonials or include buttons that lead to customer feedback forms.

Here's what the output will look like.



And here's how to add a button that links to any content of your choice.



Copy and paste the following code from the below snippet to add a button to your emails. In place of the blue "Button Text Here," you can add the text that you wish to see on your buttons.
  1. <button style="padding: 16px 32px; text-align: center; display: inline-block; font-size: 16px; margin: 4px 2px; background-color: rgb(80, 73, 127)">
  2. <a href="https://www.zoho.com/bookings/customers/loanstreet.html" style="color: white; text-decoration: none">
  3. <!-- Button Text Here -->
  4. </a>
  5. </button>

Videos

You can also embed your YouTube thumbnails as images in your emails and hyperlink them to the corresponding videos. We embed thumbnails rather than videos because most email clients cannot read video embeds.

We can use online image editors like Canva to create engaging thumbnails. This method intrigues your clients, increases click through rates, and enhances brand recall.

The following GIF shows how the output will look like:



Using the same technique, you can record videos of your staff speaking on camera about:
  • The agenda, to give a preview of the session
  • Any prerequisites, to prepare your customers for an engaging session
  • Their own experience in the industry, to assure customers that they're under the guidance of an expert
Check out the following video to embed YouTube thumbnails in your outgoing emails.



  1. <a href="https://www.zoho.com/bookings/">
  2. <img src="https://i.imgur.com/JieK.png" alt="HTML tutorial" style="width:400px;height:250px;">
  3. </a>

4. Adding value after an appointment

It's best to go the extra mile and send thank you emails to your customers post-appointment. You can also send resources that may be helpful to them.

For example, a marketing team that does product demos could send out a PDF that contains help documents, support contacts, and other useful details. A solopreneur who teaches programming languages online might send a study plan and some words of encouragement.



All these steps show that you care about your customer's progress. This leads to increased trust, recurring bookings, and growth in revenue.

Depending upon the size of these instructions, you can choose to include them in the body of the email itself, or within a downloadable PDF, videos, hyperlink, or a button.

5. Collecting feedback

Both satisfied and dissatisfied customers add value to a business, and forms work well when you wish to gather their feedback. This comes in handy for cancellation and no-show emails as well because it allows us to find out why our customers have cancelled. You can also send forms along with your completed emails to find out what went well.

Here's what a hyperlinked form will look like:



Notes

1. Zoho Bookings offers five types of email notifications and three types of reminders. Not all content works with every email, and our table at the beginning of the article can help you decide on which to use. Depending upon your businesses, you can choose to stick with one or more value additions.

2. Be sure that your reminders are spaced out well. For example, if you have an appointment scheduled two weeks from now, you can send three reminders. However, if the appointment were just two days away, you would likely just want to send one reminder. This will also vary depending upon the industry you're in, so we recommend you use your best judgment.

Suggested flow ideas

So far, we've seen the content that works for different types of emails. But what should your ideal flow be?

Don't worry, we've got your back.

Here are some sample flows that you could emulate.
  • Marketing team that offers product demo calls
    • Booked email + agenda
    • Reminder 1 + staff experience
    • Reminder 2 + customer testimonial
    • Completed email + post-appointment instructions
  • Solopreneur who teaches programming languages
    • Booked email + pre-requisites
    • Reminder 1 + staff experience
    • Reminder 2 + agenda
    • Reminder 3 + case study
    • Completed email + post-appointment instructions
In this article, we've pushed the boundaries of email templates in Zoho Bookings. We've also discussed different ways that we can group together email notifications and create flows that maximize value for your audience.

If you have any questions, drop them in the comments or email us at hello@zohobookings.com. We'll be happy to help you out.

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                        • Topic Participants

                                                        • Siva

                                                            • Sticky Posts

                                                            • Zoho Bookings know-how: A hands-on workshop series

                                                              Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.
                                                            • 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


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                              • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

                                                                                                                Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's
                                                                                                              • hide resolution from help centre

                                                                                                                to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public
                                                                                                              • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

                                                                                                                Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently
                                                                                                              • Highlight a candidate who is "off limits"

                                                                                                                Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
                                                                                                              • Closing off tasks automatically based on project status

                                                                                                                Is there a way to close off all open tasks when a project is set as Cancelled?
                                                                                                              • How to add tabular data when execute Add Record API

                                                                                                                Hi everyone! I was send api updateRecord follow by this request url : https://people.zoho.com/people/api/forms/json/<formLinkName>/updateRecord with parameters "inputData", "tabularData", "recordId". Ex picture below And response success: But. When I
                                                                                                              • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                              • [Free webinar] Understanding connections and datasources in Zoho Creator - Creator Tech Connect

                                                                                                                Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,
                                                                                                              • Bridge the Gap Between your Service and Finance Teams

                                                                                                                In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: Instantly
                                                                                                              • Zoho Desk API - Send Reply to CUSTOMERPORTAL

                                                                                                                Hello! I'll try to send a reply to Customer Portal, But the response is 500 (INTERNAL_SERVER_ERROR in service response). {"Error":"{\"errorCode\":\"INTERNAL_SERVER_ERROR\",\"message\":\"An internal server error occurred while performing this operation.\"}"}
                                                                                                              • Direct URL to "View Record"

                                                                                                                I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help
                                                                                                              • Live Chat for user

                                                                                                                Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,
                                                                                                              • SalesIQ Chat Owner to CRM Lead Owner Mapping

                                                                                                                There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates
                                                                                                              • Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.

                                                                                                                We have Zoho One Enterprise and yet we can't create widgets on inventory.
                                                                                                              • Product line search in quotes

                                                                                                                Is there a way to change the search setting when you add a product line to a quote. We have created a field in products called 'Part Number' and I would like when I'm adding a product line to the quote that I can search on that field. At the moment it only searches on product description. In products I can search on the 'Part Number' field Any help welcome.
                                                                                                              • Invoice status on write-off is "Paid" - how do I change this to "Written off"

                                                                                                                HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
                                                                                                              • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

                                                                                                                Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,
                                                                                                              • Storage Limits

                                                                                                                Hello, What is the storage limitations for each user on professional edition?  Thanks, Mekki
                                                                                                              • Optimum CRM setup for new B2B business

                                                                                                                Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have
                                                                                                              • Dheeraj Sudan and Meenu Hinduja-How do I customize Zoho apps to suit my needs?

                                                                                                                Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m looking to tweak a few things to fit my needs, and I’d love to hear what customizations others have done. Any tips or examples would be super helpful! Regards Dheeraj Sudan
                                                                                                              • Important Update: Google Ads & YouTube Ads API Migration

                                                                                                                To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:
                                                                                                              • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

                                                                                                                Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned
                                                                                                              • Zoho Recruit Community Meetup - London 🇬🇧

                                                                                                                Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable
                                                                                                              • Power Pivot and Data Modeling functionality in Zoho Sheet

                                                                                                                When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?
                                                                                                              • Sender Email Configuration Error.

                                                                                                                Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail
                                                                                                              • Canvas View bug

                                                                                                                I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete
                                                                                                              • Global Search placement in the new UI

                                                                                                                Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has
                                                                                                              • What's New - January 2026 | Zoho Backstage

                                                                                                                Welcome to 2026! If you thought last year was big, buckle up. We’re stepping into this year with a singular focus: unimaginable growth, elite scalability, and performance benchmarks that leave the old ways of event management in the rearview mirror. As
                                                                                                              • Cliq on your mobile phone

                                                                                                                Some of the employees in my company get their cliq on their mobile phones but it will not let them answer the call. The employee has to go to their laptop to access it. 
                                                                                                              • Scheduled sending of a poll and its results

                                                                                                                Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?
                                                                                                              • Bulk Delete Messages in Cliq

                                                                                                                Isn't it possible to bulk delete messages in Cliq? I have them delivered to me as notifications from another service but most of them need to be deleted as not of value. I get dozens of them per day, and deleting them is already difficult is the "Delete"
                                                                                                              • stock movement report by each transaction for each item

                                                                                                                Dear Sir we are using zoho inventory for foodstuff and we lack the transaction report which clearly shows movement of an item from Opening balance of the month to Goods received in, Supplier return out, Invoice out, Sales return In, Transfer out and Transfer
                                                                                                              • Select the task view on the board in the Zoho Connect iPhone app

                                                                                                                Hello. How do I select the task view on the board in the Zoho Connect iPhone app? The Android app has this functionality.
                                                                                                              • Unable to change Company Logo

                                                                                                                Hi Guys, I have an issue where I've uploaded a Company image in Gif format and the logo has now got a black background whereas the logo is supposed to be black not the background. I didn't think it would be an issue so I created a PNG version to upload
                                                                                                              • Metadata API Access to Functions

                                                                                                                I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but
                                                                                                              • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

                                                                                                                My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually
                                                                                                              • Introducing Record Category in CRM: Group options to see record status at a glance.

                                                                                                                Release update: Currently available for CN, JP, and AU DCs (all paid editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category in Zoho CRM - a new capability where the user can get an overview
                                                                                                              • 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
                                                                                                              • Zoho recruit's blueprint configuration is not functioning as mapped

                                                                                                                Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client
                                                                                                              • Next Page