📣📣 Zoho Bookings - Feature Roadmap 2024

📣📣 Zoho Bookings - Feature Roadmap 2024

Hi Everyone,

Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in as well.

Below is our projection for the year so far (we'll be adding more items once they're prioritized and slotted for release).

1. Ad-hoc meetings

It's common to get meeting requests outside your schedule. Ad-hoc meetings allow you to reserve time slots and share them with specific clients or prospects you want to meet with.

Not just clients—you can book internal meetings with your own staff too. Plus, keep time slots hidden from the person you're sharing your availability with.





2. Recurring one-on-one meetings

Looking to offer one-on-one meetings on repeat for your clients? Don't book separate appointments.

Set up a package and let your clients choose the desired time slots with recurring one-one-one meetings. 
Customize meetings to recur on desired days and times. Collect payments for all the sessions upfront and have clients show up during the set schedule.



3. Appointment restrictions

Too many appointments a day can really decrease the quality of your work. Take control of your time with appointment restrictions. Restrict the number of appointments you receive for any staff, service, or resource, right down to the customer (using their email address).

Limit appointments for:
  • One-on-one services
  • Collective booking services
  • Group booking services
  • Resource booking services

4. Enhanced browser extension

We recently launched our free Chrome extension so you can book appointments, check your schedule, and book time off right from the browser. Now, we're extending its capabilities to:

  • Copy desired time slots into your Gmail messages
  • Share booking links inside LinkedIn

You can extend your outreach to clients over social media and email with the upcoming features.

5. Integration with Bigin


Love 
Bigin? You'll love Zoho Bookings too. Automatically collect qualified leads when they schedule with you in Zoho Bookings, and manage those leads using Bigin—the perfect lead-gen and sales machinery for your business!

Plus, book appointments right inside Bigin and manage all your customers from one place.





6. Preview email templates

It's important to ensure your email notifications load well with all visual elements in place. Now, you can upload your HTML content and preview your email notifications before sending them to your clients.

No more broken emails!



7. Event title customization


We've heard your requests for customizable event titles on calendar invites. Now, you can use placeholders to add dynamic values like the event name, time, and host in titles. This is expected to be released before March 15, 2024.

8. Extended custom functions


There's a lot you can do with Zoho Bookings when you use custom functions:
  • Create a Cliq notification when an appointment is rescheduled.
  • Send Zoho WorkDrive documents to clients when you mark an appointment as complete.
How do you do it?
  • Pick the Zoho app to integrate with (e.g., Zoho Books, Zoho Cliq)
  • Decide on the desired result (e.g., create an invoice, send a message)
  • Choose a trigger (e.g., booked, canceled, rescheduled)

With custom functions, connecting Zoho Bookings with other Zoho apps will be a breeze. Below is the list of apps you can connect to through custom functions.

Zoho CRM
Zoho Invoice
Zoho Books
Zoho Docs
Zoho Sign
Zoho Recruit
Zoho Cliq

9. Mobile app revamp


Your business staff should be able to access appointment details, check availability, and book time-offs on the go. That's why we're launching a completely revamped Zoho Bookings app (both iOS and Android) with a fresh UI and enhanced user experience. Here's a teaser of some of the screens.


    

 

10. UI/UX enhancements


We've identified areas in the web app where we can elevate your user experience. We are doing a major revamp of the look and feel of the web app to complement the changes we're bringing to our mobile app.

Note that the items listed above are in no particular order for our projected roadmap, 2024. We'll make announcements when they're live and when there are new additions to our planned updates. Have a great year ahead!

Cheers,
The Zoho Bookings Team

    Access your files securely from anywhere


              All-in-one knowledge management and training platform for your employees and customers.






                                    Zoho Developer Community




                                                          • Desk Community Learning Series


                                                          • Digest


                                                          • Functions


                                                          • Meetups


                                                          • Kbase


                                                          • Resources


                                                          • Glossary


                                                          • Desk Marketplace


                                                          • MVP Corner


                                                          • Word of the Day


                                                          • Ask the Experts



                                                                    • Sticky Posts

                                                                    • New feature: Invite additional guests for your bookings

                                                                      Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make
                                                                    • 📣📣 Zoho Bookings Schedulathon 2025 is here!

                                                                      Hey Zoho Bookings fam, We're excited to invite you to our first-ever hackathon: Yes, Zoho Bookings Schedulathon 2025 is live now. This is a virtual event and you can participate anywhere from the world. Businesses should be able to set up meetings from
                                                                    • 📣 [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue

                                                                      [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue Hi all, Service-based businesses need to be on top of their client experience game to stay ahead. Spikra, one of our Advanced Zoho Partners, has been helping businesses deliver
                                                                    • 📣📣 Zoho Bookings - Feature Roadmap 2024

                                                                      Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in
                                                                    • Attention: Important updates to the payment gateway integrations

                                                                      Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make the


                                                                    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

                                                                                                                        • How do I increase the email attachment size in Zoho CRM ?

                                                                                                                          It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
                                                                                                                        • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

                                                                                                                          Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
                                                                                                                        • CRM Integration - Option to Sync Reporting Tags

                                                                                                                          It would be nice to be able to sync reporting tags in Zoho Finance to a custom field in Zoho CRM. My use case is for a Customer in Finance to an Account in CRM (and vice-versa, of course), but I'm sure it's pretty obvious that this could also be used
                                                                                                                        • Separator line

                                                                                                                          Is there a way i can insert a line in an invoice or quote without showing qty or prices? e.g. Options I Item description qty and price Option II Item description qty and price Thanks
                                                                                                                        • Global Constants / Variables

                                                                                                                          It would be great if there were a Global Constant feature. The idea here is for managing constants that are used in multiple Flows and Subflows, but might change over time. The idea is that the change could be made in one place and cascade to all future
                                                                                                                        • Do Not Disturb status not respected when Cliq bar is enabled across Zoho apps

                                                                                                                          Hi Zoho Cliq team, I want to report what appears to be a bug with how the Do Not Disturb status interacts with the embedded Cliq bar in other Zoho apps. **Issue:** When my Cliq status is set to Do Not Disturb, I continue to receive notification tones
                                                                                                                        • Customer image field

                                                                                                                          I created a custom image field for estimates, and it works as expected. The only issue I have is that I want to be able to place the custom image field in the estimate invoice. Is there a way I can do that, the field does not give the option to display
                                                                                                                        • Gemini Action - Add "inineData" Support

                                                                                                                          Thank you guys for adding a Gemini action. I like Gemini models for the "grunt work" of AI, as they have the cheapest tokens of the trustworthy providers One thing that's missing in the action, though, is the ability to pass file data. If you pass a base64-encoded
                                                                                                                        • Drop shipment cancellation

                                                                                                                          Hello! I have a problem and need a piece of advice. Me and my customer had a deal. I have created all the documents ( SO, PO, Invoice, Bill), however, unfortunatelly, we have to cancell it. Now, I would like to mark all these documents as void. At the
                                                                                                                        • Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

                                                                                                                          I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
                                                                                                                        • New UI - Color Preference Not Saving Permanently

                                                                                                                          Small, not very urgent problem I'd like to share regarding the new UI theme color. I've changed my theme preference to the default blue color around 20 times by now. It always reverts to a green color theme. I've followed the instructions of changing
                                                                                                                        • Zoho Wont Login

                                                                                                                          Can anyone tell me why my password stops logging in all the time? Is it a ploy to make you change your password? I have to use OTP all the time. I dont want to change passwords all the time. Over the last couple of years I've found myself using Zoho (as
                                                                                                                        • Collapsible Sections & Section Navigation Needed

                                                                                                                          The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
                                                                                                                        • Global Sets for Multi-Select pick lists

                                                                                                                          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                                        • Cannot See Available Deal States in Zoho Blueprint

                                                                                                                          I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stages
                                                                                                                        • Is there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?

                                                                                                                          I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see
                                                                                                                        • Como conectar a API de Conversões da Meta com a Zoho (Analytics, CRM e SalesIQ)?

                                                                                                                          Não estou conseguindo saber de quais anúncios são os leads que chegam pelo SalesIQ e nem como retornar a informação pra Meta dos leads que tiveram conversão em venda.
                                                                                                                        • IMAP Migration — Map Sent Items to Sent....

                                                                                                                          Here's a common problem. The Sent folder on the other email service is called Sent Items. Rather than put those into the Sent folder on migration, it creates a separate folder. Is there any way I can have this done as part of the migration process. One of the Sent Items on an account I expect to migrate shortly has 25,000 messages. Manually moving them would be time-consuming and work against the migration feature. Solutions? Peace, Gene Steinberg
                                                                                                                        • Tips & Tricks Series - #3 Setting question weights in quiz questions

                                                                                                                          Hello everyone! Welcome back to our Tips & Tricks series, where we share useful features and best practices to help you get the most out of Zoho Learn. Today, we’ll be looking at question weights in quizzes. Not all questions in a quiz need to carry the
                                                                                                                        • TimeBro/Memtime Time Tracking Import Errors

                                                                                                                          Our staff use Memtime (formerly TimeBro) to track working time, and we have the Zoho Projects integration installed, so that the entries are mapped to Projects/Tasks/Issues automatically. Today, we've started getting the following error when attempting
                                                                                                                        • Zoho Visual Editor Not Opening

                                                                                                                          Hello There I am trying to build a website using zoho and I can't open the visual editor. It keep saying Loading...  Do you know why it is happening. Thanks in Advance Regards Rajat
                                                                                                                        • Automate Backups

                                                                                                                          This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
                                                                                                                        • Tip #85 – Never Lose Track of What Happened in a Session with Session Recording – 'Insider Insights'

                                                                                                                          Tip #85 – Never Lose Track of What Happened in a Session with Session Recording – 'Insider Insights' Hello Zoho Assist Community! A technician wraps up a complex remote session. The issue is fixed, the customer is happy, and everyone moves on. But three
                                                                                                                        • LinkedIn RSC is now live in Zoho Recruit

                                                                                                                          LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate
                                                                                                                        • Turn off workflow Applied pop-up

                                                                                                                          hi We are new to Desk. I have a rule to set to "waiting for customer" when agent sends reply. This comes up every time. How to i turn off? Or am i seeing as admin.
                                                                                                                        • Make your IM workflows smarter: Automate sessions and personalize responses

                                                                                                                          There are two simple ways to make IM workflows more efficient: automate how sessions are handled and personalize how agents communicate. Here's a look at both. 1. Automate IM session updates with the API The Update an IM Session API lets you update session
                                                                                                                        • Discover related products for contacts and companies with new topping

                                                                                                                          Greetings! We hope you're all doing well. We've heard your request for an easier way to view products associated with a contact or company—without having to open and go through every deal individually. To help you achieve this, we're happy to introduce
                                                                                                                        • What’s New in IM: Shared Phone Number and 1,000 Templates

                                                                                                                          Instant Messaging continues to evolve in Zoho Desk, giving teams more flexibility in how they manage WhatsApp conversations and messaging workflows. Here are two capabilities worth exploring. 1. Manage WhatsApp conversations across Zoho services using
                                                                                                                        • 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
                                                                                                                        • CLIENT PORTAL (If clients can place orders directly on the portal)

                                                                                                                          Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
                                                                                                                        • Exceed Limit Execution

                                                                                                                          Hi Everyone, I begin to encounter some execution limit hit, The 1st part wherein when a record was being submitted, it checks and patch existing rows (Site Asset Services) matching the submitted row (PMS form) error: row1.Serial_N=Final_Rec.AV_Serial_N;
                                                                                                                        • [For info] As CRM administrators its important to be aware that potentially sensitive business logic & operational parameters are available via unauthenticated URLs

                                                                                                                          There are a collection of files within Zoho CRM that COULD contain potentially sensitive commercial parameters and logic in them, and that can be accessed without authentication. This includes the CRM Data Model, Custom Picklist values, Custom Role /
                                                                                                                        • WhatsApp Calling Integration via Zoho Desk

                                                                                                                          Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
                                                                                                                        • View Products (items) in Contact and Company

                                                                                                                          Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the
                                                                                                                        • zoho desk

                                                                                                                          Hello, Did Zoho Desk have any issues today? Are tickets coming in late? I have an email account linked, and messages seem to be arriving with a delay—some email threads aren't coming through completely, and so on.
                                                                                                                        • Transform your line of items into line items: ICR can now record your table values as subform values

                                                                                                                          Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten
                                                                                                                        • Minor enhancements in Zoho CRM Dashboards: drill-down for Funnels, flexible Duration settings, and more

                                                                                                                          Dashboards in Zoho CRM help you visualize data across modules, track performance, and make informed decisions. Components like charts, KPIs, and funnels bring together key metrics in a single view, making it easier to spot trends and take action. Over
                                                                                                                        • Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM

                                                                                                                          #crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
                                                                                                                        • Three new ways to manage Instant Messaging in Zoho Desk

                                                                                                                          Managing IM conversations isn't just about responding to customers. It's also about getting each conversation to the right team. Here are three updates in Zoho Desk that can help with exactly that. 1. Transfer IM tickets across departments Sometimes a
                                                                                                                        • Ask the Experts 32: Managing Privacy, Security, and Data Administration in Zoho Desk

                                                                                                                          Hello everyone, As organizations increasingly rely on AI, machine learning, and automation, there are pressing questions around privacy, security, and data governance. Every customer interaction involves sensitive business information, whether it's troubleshooting
                                                                                                                        • Next Page