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

                                                                                                          • Use the searchBy parameter to find user by email address

                                                                                                            I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either
                                                                                                          • Zoho CRM Community Digest - September 2025 | Part 2

                                                                                                            Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured
                                                                                                          • Zoho Vault API: Create new Secrets

                                                                                                            Hello, I attempt to Post Secrets to the vault, since the encrypted entries are almost impossible to decrypt, since there is no documentation on how to decrypt them. Like with the lack of documentation on how to descrypt, there are missing information regarding on how to create new secrets/post secrets. Source: https://www.zoho.com/vault/api/#create-a-new-secret When I try to send JSON Informationen as a POST-Request I only receive the error message: {     "operation": {         "result": {             "error_code": "",
                                                                                                          • CRM and Finance Tab - Add Invoice "Subject " Column

                                                                                                            When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick
                                                                                                          • Collections Management: #4 Before, During & After Payment Processing

                                                                                                            "Mark, I think the payment link isn't working. Can you send it again?" Staring at a message, Mark got on his phone. This was the third time the same customer had asked him that week. A few minutes later, another message came, "Hey, the invoice total seems
                                                                                                          • Account name not populating when importing contacts

                                                                                                            When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file
                                                                                                          • Suggestion to improve zoho writer

                                                                                                            I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks
                                                                                                          • Almost all Flows are being queued

                                                                                                            A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes
                                                                                                          • Allow Font Size 11 in Editors...

                                                                                                            That is basic functionality...
                                                                                                          • Zoho Analytics & Zoho Creator - Modified Time value

                                                                                                            I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
                                                                                                          • webhook basic authentication

                                                                                                            II want to use a webhook to send out a SMS. Unfortunately Twilio does not use an authToken but basic authentication. I created the webhook as POST and get this url: https://{username}:{password}@api.twilio.com/2010-04-01/Accounts/{account}/Messages?body=<BODY>&to=+155555555&from=+1555555555
                                                                                                          • Managing functions

                                                                                                            Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created
                                                                                                          • Good news! Calendar in Zoho CRM gets a face lift

                                                                                                            Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                                                                                          • Custom function return type

                                                                                                            Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
                                                                                                          • Issue with Hour Calculation in Zoho People Attendance Module

                                                                                                            I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the
                                                                                                          • Free webinar alert on November 19 - Email driven strategies - Master personality based styles

                                                                                                            Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,
                                                                                                          • Push Notification for New Bookings in Zoho Bookings App

                                                                                                            when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
                                                                                                          • Automation in Zoho Sprints

                                                                                                            Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add
                                                                                                          • Export Purchase orders as Excel

                                                                                                            Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel
                                                                                                          • Cliq iOS can't see shared screen

                                                                                                            Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                          • Draft & Schedule Emails Directly in Bigin

                                                                                                            Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but
                                                                                                          • Integrating External Portal Tickets Into Zoho Desk

                                                                                                            A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible
                                                                                                          • Create CRM Deal from Books Quote and Auto Update Deal Stage

                                                                                                            I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
                                                                                                          • Auto sync Photo storage

                                                                                                            Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
                                                                                                          • Send email template "permission denied to access the api"

                                                                                                            Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge
                                                                                                          • Zia’s AI Assist now helps you write clearer notes — in seconds

                                                                                                            After helping recruiters craft job descriptions, emails, and assessments, Zia’s AI Assist is now stepping in to make note-taking effortless too. Whether you’re recording feedback after an interview or sharing quick updates with your team, you can now
                                                                                                          • Zia Profile Summary now supports six languages and responds faster

                                                                                                            After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can
                                                                                                          • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

                                                                                                            Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization
                                                                                                          • Shortcut to fill a range of cells

                                                                                                            Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found
                                                                                                          • Introducing Dark Mode / Light Mode : A New Look For Your CRM

                                                                                                            Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
                                                                                                          • Object required error

                                                                                                            Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws
                                                                                                          • Zoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"

                                                                                                            I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by account
                                                                                                          • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

                                                                                                            I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
                                                                                                          • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                            The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                                                                                          • New Series Announcement - Ecommerce Marketing Tips

                                                                                                            Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce
                                                                                                          • Marketing Tip #7: Add a blog to your online store

                                                                                                            A blog is more than content. It’s a magnet for new customers. Sharing product guides, styling tips, or industry insights through blog posts builds trust and helps you rank higher on search engines. Try this today: Write one blog post answering a common
                                                                                                          • Kanban view on Zoho CRM mobile app!

                                                                                                            What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
                                                                                                          • Allow Regular Users to Directly Transfer Ownership of Files & Folders

                                                                                                            Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders
                                                                                                          • STOCK history in zohosheets

                                                                                                            is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.
                                                                                                          • Customised Funnel

                                                                                                            We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see the
                                                                                                          • Next Page