New feature: One-on-one services get their own booking preferences

New feature: One-on-one services get their own booking preferences

Dear Customers,

Booking preferences for your services are set at a workspace level. It works great when they all follow the same policies. What if you wanted your services to have policies and preferences of their own? With service-level preferences, you can do just that. Customize preferences for your one-on-one services and run your business better.

The story so far

All this while, how businesses accepted bookings was decided by the workspaces they were part of. This made sure that workspaces contained services that had similar preferences and policies. These settings were maintained at the workspace level and any changes made here got reflected uniformly across all services.

The downsides

Previously, businesses had services that faced the limitations below.

  • They couldn't have preferences different from that of their workspace

  • They had to be moved to a different workspace for matching preferences despite being in the correct logical grouping. This is only possible with a premium plan as the basic plan (and the forever free plans) come with a single workspace.

  • They had to incur inefficiencies due to incompatible preferences because they couldn't be customized.

  • They couldn't have different booking forms to suit their needs.

  • They couldn't send notifications at desired intervals and have custom messages for each service.

What's changed?

With service-level preferences, one-on-one services can have their own

  • Service Notifications

  • Service Preferences

  • Service Booking Form

What does this mean?

One-on-one services no longer need to follow workspace-level policies and preferences. Settings at the workspace level will only function as default presets and can be overridden for each service individually. The presets will be used only by newly created one-on-one services.

 

Changes made at the workspace level will not affect the preferences of one-on-one services associated with it. The preferences made at the service level will have the final say.

 Service Notifications

One-on-one services can have notifications sent to customers and staff for triggers and reminders sent at intervals different from those set at the workspace level. Notification messages can be customized as required for each service. You can also choose a sender email that is chosen for the workspace.

 

Let's assume that workspace preferences are set to send out email notifications when an appointment is booked or canceled. Previously, this can be changed only for all services and cannot be applied to only one service. But now, you can override this for your one-on-one service by choosing to send the notification even when the appointment is rescheduled.

Service Preferences

One-on-one services can have their own policies and preferences overriding the settings at the workspace level. The features that can be overridden include:

  • Let Customers Select Staff

  • Scheduling Interval

  • Time Zone Presets

  • Booking Confirmation Page

  • Booking Notice

  • Terms and Conditions

  • Cancelations & Reschedules 

Note: Language and Auto-generate Booking ID preferences still follow workspace-level settings.

Service Booking Form

One-on-one services can have additional fields in their booking forms or have a new form completely different from the booking form created for the workspace. You can customize the text on the confirmation button. You can still create all the custom fields available already and the settings that come with it.


Note: Group bookings and resource bookings will still follow workspace level settings.

Please take a look at our help documentation for more information.

 

Service Notifications

Service Preferences

Service Booking Form


With all these changes, we hope to provide you with all the utilities needed to customize one-on-one services.

And that's not all! Works are in full swing to provide service-level availability soonest. This will add more versatility to your one-on-one services and help you control how and when clients book with you. Happy scheduling!!

 

Please reach out to support@zohobookings.com should you have any questions or queries.

 

Try Zoho Bookings today and find the perfect time with your customers.

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