How to manage your schedule with a rolling availability in Zoho Bookings?
Does your calendar look like this?
Barren on some days and flooded with appointments on others?
One of our customers was affected by the same.
He runs a photography business and opened his availability for the upcoming 8 weeks. He also preferred collecting his payments in person.
Since photography isn't the first thing that people had in their minds amidst their hectic days, people tried to book appointments as far away as possible. i.e., from weeks 6 through 8.
His calendar was sparsely booked during the first 5 weeks and jam-packed during the last few.
This indirectly caused a drop in his revenue. In such cases, this method goes a long way.
Why is this problematic?
1. You lose out on a ton of revenue during idle business time and during peak booking times, your staff are overloaded with appointments leading to burnout.
2. Customers book too far into the future and don't show up in the end.
All resulting in a loss of revenue and human effort.
So, let's settle this once and for all.
Introducing 'The Rolling Window'
Using this, you can
1. Restrict customers from booking appointments based on your preferences
2. Provide a short booking window (of 10 or 20-day duration) that you have complete control over
1. Restrict customers from booking appointments based on your preferences
2. Provide a short booking window (of 10 or 20-day duration) that you have complete control over
You achieve this by blending together the "Minimum and Maximum Booking Notice".
How to create a Rolling Window?
It helps you offer a restrictive way of availability to customers so that you have total control over your appointments.
Let's take a quick peek at minimum and maximum booking notice.
Minimum Booking Notice:
- Define when your customers should start booking appointments starting from the present day.
- For example, if today is June 6 and your minimum booking notice is set to 5, customers can start booking appointments only from June 11.
Maximum Booking Notice:
- Define until when customers can book appointments starting from the present day.
- For example, if today is June 6 and your maximum booking notice is 14, customers cannot book any appointments after June 20.
When you use minimum and maximum booking notice this way, you've enabled a 10-day rolling window.
With this, customers can book appointments only between June 11 and June 20.
On June 7th, customers can book appointments from June 12 to June 21.
On June 8th, customers can book appointments from June 13 to June 22.
Note - Holidays and Time-off work as usual within a rolling window. i.e., if you set up Sundays as holidays, they remain as holidays.
That's how easy it is. And the coolest part?
You need not lift a finger once you've set things up. The rolling fashion of availability progresses as the days pass.
You can set a 10, 20, 30, or any kind of rolling window of your choice that would suit your business style.
To set a minimum and maximum booking notice,
For one-on-one services - navigate to Service > Service Preferences > Booking Notice.
For group or resource bookings - Navigate to Settings > Workspaces > Choose a Workspace (where your group booking/ resource booking is present) > Policies and Preferences > Booking Notice.
In this tutorial, you've set up a rolling window by using both the minimum and maximum booking notice.
We hope you found the rolling window useful.
If you've any queries, feel free to reach out to us at hello@zohobookings.com. We'll be happy to help you out.
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
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 anyNew 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 isZoho 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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Recruit paid support?
Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting toTicket Status email
Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for theFuture Orders - Due Date
Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoningIntroducing Withdrawal Reasons for Offers
We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,Zoho Creator customer portal users
Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal. At most we need 25 customer portal users. In our Zoho One plan we only get 3GPS tracking only or Check out facility
Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides CheckinAppraisals on Employee Information Profile
Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other rolesKaizen #220: Actions API - Webhooks APIs - Part 2
Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST WebhookStandard Payment Term is not pulled from account to quotation
Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get theManage your invoices from Bigin's mobile app (iOS)
Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages ofSystematic 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 dueAccessibility controls and multilingual captcha authorization for Help Center users
Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center usersZoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente
La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurantItem/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great featureSend 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 Delugehow to Solve Conflict Invoices in Zoho POS
Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I tryCopy, Paste, Highlighted text
when i copy paste text it gets highlighted. Fix this. WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service.Pricing Strategies: #6 Common Mistakes while Configuring Pricing
"Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machinePublish to LinkedIn via API
Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks AdrianFSM - Associating and selecting Contacts based on Service Addresses
Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies toDo Unpublished Products in Shopify Sync to Zoho POS?
Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.Problem in Zoho POS frontend ERP.
We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to recordDiscount on the transaction level in POS
"Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this inSend Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now useJobs at multiple locations
Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multipleTag Adding Option in Kanban Card Customization Bigin CRM Mobile App
I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.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 individualsAssociating a Candidate to a Job Listing
Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specificWhatsApp Voice Message Sending Option in Bigin CRM
I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.CRM: hosting a single html file in Zoho and displaying it as a widget
I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But IHow to change position button transtition of Blueprint?
Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.Multi file upload
Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, AlalbanySorting Descending in a lookup
I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?Auto-upload Creator Files to WorkDrive
Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—toAsap Widget 2.0
Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?Can the Trigger be changed?
I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are goneMarketer's Space: Proven tips to improve open rates – Part I
Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentageCan't send nor receive emails on my external email accounts since this morning
Greetings, I have two external accounts integrated into Zoho mail through POP3 + SMTP. These accounts have always worked normally since the day I've set them up. Starting 10:30 AM this morning (Western European Time) both suddenly stopped sending andCreating Custom PDF Template from Form
I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratchImportant Update: Facebook Metrics Deprecation & Impact on Zoho Analytics
Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.Next Page