Tip 12 Zoho Bookings

Tip 12 Zoho Bookings


A workspace booking page is where customers choose a service from the list of services provided. An example of service can be a product demo, requirement discussion, or any kind of meeting. At times, there can be a requirement where a particular service should not be included in the workspace booking page.

Zoho Bookings lets you set a service's visibility to private. This ensures that the chosen service is not visible to anyone on the workspace booking page. A private service can be used when you want to share the service separately with specific users or groups.

Use case

Let's assume that Zylker Consulting is a technology consulting firm that offers a variety of services, including workshops and training sessions on different IT topics.

They frequently conduct specialized training sessions for their premium clients. They want to offer these sessions exclusively to a select group of premium clients and ensure that these sessions are not visible to the general public on their workspace booking page. 

Using Zoho Bookings, they set these sessions as "private" and share the booking link selectively with premium clients, ensuring exclusivity.

Possible scenarios

  • Client-specific services: Businesses often have premium services that they want to offer selectively to a specific group of customers. By hiding these services from the general workspace booking page, they can have more control over who has access to their services and to whom they offer these selective services, thereby ensuring that services are tailored to the right audience. Examples: Confidential meetings, exclusive workshops, and closed webinars.

  • Internal meetings: If staff members within the same department or workspace need to have regular meetings, they can utilize a private service to arrange these routine meetups.

  • Service that doesn't fit the workspace category: If a workspace booking page includes a wide range of services, some of which might be unrelated or not applicable to all customers, hiding certain services ensures that your customers only see and book the services that are relevant to them.

  • Beta testing or preview: Consultants might offer beta testing sessions or previews of new software or solutions to a select group of users or clients before a public launch. These sessions can be kept private until they are ready for a wider audience.

 

Steps to set a service as private:

  1. Navigate to Services > Select a required Service > Service Information.

  1. Toggle the Visibility as Private.



    This sets the chosen service as
    Private and it will not be shown on the workspace booking page. Appointments can be only booked for this service when the service booking page link is shared with a particular customer.

We hope you found this tip helpful. Stay tuned for more and leave a comment if you have any questions or feedback. Have a great day!

 

 


    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Tip #13: Identify where your bookings come from with Source Tracking

                                                Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organic
                                              • Tip #18: Organize a group workshop in a few steps

                                                It's the season for workshops—they're everywhere, catering to diverse interests and needs. Whether for more professional goals like leadership development or creative endeavors like painting, there's an abundance of workshops offered every day. A scheduler
                                              • Tip #17: How to mandate partial payment for your appointments

                                                When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
                                              • Tip #16: Custom labels for staff, service, and resources

                                                Every industry uses its own jargon. Take healthcare, for example; when you visit a doctor, it's not just an appointment, it's a consultation. The people who provide consultations are the providers. Similarly, in the tranquil world of a spa, a massage
                                              • Tip #15: Customize service prices for each staff member

                                                It's common practice for a service to be priced differently based on the staff member providing it. For example, an experienced hair stylist may charge more for a haircut compared to the other stylists. This pricing strategy allows businesses to charge


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns 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