Tip 14: Add terms and conditions on the booking form

Tip 14: Add terms and conditions on the booking form


Did you know that you can add your service's terms and conditions on the booking form? The terms and conditions checkbox requires your customers to confirm that they have read and accept your company's guidelines, policies, and expectations. You can also include a link to the terms and conditions page on your website to further ensure the customer is aware of your terms.

For example, psychotherapists often have terms and conditions for booking appointments, including cancellation policies, payment terms, and privacy policies for patient information. This ensures that the patient is aware of the policies before they meet.

In Zoho Bookings, you have the option to include your terms and conditions message along with a hyperlink to your policy page.


 

 

Steps to add terms and conditions on the booking form:

  1. Navigate to Services > Select the required service on left pane > Choose Service Preferences on the middle pane. In the Terms and Conditions section on the right, the toggle button will be in the Disabled state.


  1. Set the toggle to Enabled. A Message box will appear. You can enter the text that you want to appear on the booking form and click Save.


  1. To add a link in the message, select the particular text to be linked as shown below.


  1. Then select the link icon. Enter the URL of your policy in the textbox and click Ok.


  1. To make any text bold, select the text and click the B icon.


  1. Click Save.

  1. On the booking page, the customer will be able to see the terms and conditions message in the booking form.


 

Info:
For Group and Resource bookings services, terms and conditions can be added in the workspace settings under Workspaces > Policies and Preferences. 


Incorporating terms and conditions on the booking form serves a multifaceted purpose. It fosters transparency and minimizes misunderstandings and disputes by providing explicit guidelines for crucial matters.

Thanks for reading! Stay tuned for more tips on Zoho Bookings.

 

Related topics:

Service Preferences

Workspace Policies and Preferences


    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