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
Zoho Bookings: How to set a limit for maximum bookings per day?
Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exact
Sending a bookings link that will update a lead?
I would like to send Leads a mass email via ZOHO without having to insert a unique link to bookings for each client. Is there a way to automate this with the "generic" link that will update a lead say based on the email?
Tracking on Zoho Booking
Hi We want to use Zoho Booking for our appointment management. We're using Calendly as of now that lets us track sources of the appointments made including UTM parameters. Is there a way for us to do same with Zoho Bookings?
double reservation
Hi, I would like to be able to make an unlimited number of reservations under one account, even for the same date and time. Is there any way to do this?
Booking outside of scheduled availability
Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?
booking link that expires
I have a suggestion that is crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only
Custom Domain Verification with File Option
Hi - I'm trying to set up a custom domain to use with Bookings. I've found the Share Booking page and entered a Custom Domain of bookings.mydomain.com (not my actual domain, obviously!). Then - Step 1 says to add a CNAME record pointing to (in my case)
Zoho Bookings and cancellations/reschedules
Hi, I noticed that when someone books, they can reschedule/cancel; on the booking page that pops up and the option is in the upper right-hand corner. Is there a way for this option to also be available in the email that the client receives?
Single use booking
Hello everyone! It would be very interesting to be able to generate unique booking links. Once a booking is made through that link, it will no longer work. Calendly has something similar: https://help.calendly.com/hc/en-us/articles/1500001292022-How
Recurring Bookings
Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront to
Ability to modify what displays in calendar invite?
I am a long time calendly user and want to make the switch to bookings. I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link? I can add it to the emails no problem, but I would also like it to display on their calendar. Is there some work around I can do to get it on the calendar? Also am I able to modify the calendar event title?
Is there a possibility to have discount Coupons in bookings.
Hi Is there any possibility to have Discount Coupons (or Gift Certificates) in Zoho Bookings? So that we can give to our clients coupons that will give holiday discounts or package discounts or a coupon as incentive's to buy... Regards
Translate some words
Hello, in my calendar almost everything has been translated but the words consultation and consultant are not translated. How can I translate them? Thanks
Blocking / black listing customers
Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.
Zoho Bookings Creates Double booking in Google Calendar
Hi, I Have Zoho Bookings integrated with google calendar (Google Workplace). Each Booking creates 2 different events in Google Calendar (At the same time). I thought it might be something to do with the fact that it was integrated also to Zoho CRM and
Customising "Payment Amount" field in booking form
Hello - when a customer gets to the personal details part of a booking, the last box says "Payment Amount" followed by the price. I'm not taking online payments - customers pay after the service, not before. My concern is that this could be confusing
Unable to Create Zoho Booking via the Book Appointment API
Its giving the below error { "response": { "errormessage": "Error setting value for the variable:customer_details\n null", "status": "Error" } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken
Bookings - description for blocked out time
Hi How do you see description for blocked out time on calendar? Attached is a day that has been blocked out but I would like to see why I have blocked in the description thankyou Janette
How to translate email notifications and reminders in Zoho Bookings?
Are you serving customers all over the world? If so, you've to work with a diverse set of languages. And juggling between multiple languages is no simple feat. If you fail to communicate to your audience in their regional languages, they'll move to people
How can I change embed template?
Hello, I want to embed form in my website but i can see only with the new template but I prefer the old one. I only setup for entire portal but not for widget. How can I do?
How to get all bookings via API
The API documentation seems rather limited for Bookings, and only has a call to lookup booking info by ID. How can i pull ALL of the current bookings in the system to get their ID's, and then later pull up an indivual record by ID once i have a list to
Announcement: [WEBINAR] Finance consulting made easy with Zoho Bookings
Dear Zoho Bookings community, If you’re in the finance industry, scheduling meetings shouldn’t take up so much of your valuable time, especially with all the other tasks needed to provide trustworthy services. An appointment scheduling tool can help you
Meeting Invite Attachment for Rescheduled Appointments Not Working with iPhone Mail
When a client books an appointment, they receive a confirmation email which contains a .ICS file that can be opened to quickly add the meeting details to their personal digital calendar. This currently works well for all of my clients. When a client uses
Can we customize the default client-facing icons?
Is there any way to customize the client-facing icons that display in the Zoho Bookings UI? For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service." The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to
Issues with reschedule API
I am trying to use the Zoho Bookings api and am having issues with the Reschedule operation. I am a pro developer. I didn't have issue with other operations. Here are my request details. it is in typescript. url = https://www.zohoapis.com/bookings/v1/json/rescheduleappointment
Generating Discount Coupons for Zoho Bookings
Hi, Is there provision to generate Discount Coupons for appointment bookings? I could not see that in the settings and this is very much needed. Please suggest us. Thanks
Export Options
Hi, In calendar, List view, there is an option to show or hide fields, and we export this view daily, and use it to create a Gantt type chart for the days bookings. It would be SUPER helpful (and time saving) to be able to export the Notes and or Custom
Allow customers to choose meeting venue and meeting duration on booking page
My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
📣📣 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
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
API bookings/v1/json/appointment not adding additional fields he is returning this "customer_more_info": {"booking_form_type": "service"}
Hi, I'm trying to add additional fields inside zoho booking appointment api and I'm passing same data as you told inside your documentation. He is returning following response "customer_more_info": { "booking_form_type": "service" } I'm using this parameter
Phone number in create appointment endpoint
We are using Zoho bookings integration, and we want to kadd a validation for the phone number, to ensure it is a valid one. There is no documentation about what is considered a valid phone number in https://www.zoho.com/bookings/help/api/v1/book-appointment.html
Zoho Bookings Android App Does Not Access Zoho CRM Contact or Lead List
As a building contractor, the only appointments booked on line by my potential clients are the first appointments in a long series of steps required by my design and sale pipeline and processes. I use the Bookings "services" to define each step of the
"No account found" when querying API
Created a token with the scope: zohobookings.data.CREATE but I seem to get No account found on all API calls. Could not find a similar problem on the forums or in de docs.
Multiple emails being sent when booking is created.
Hi all, We have recently been setting up Zoho Bookings. We are having an issue where 2 emails are being sent to the customers when they create a booking. We have adjusted the email templates a few times and it appears to be picking up one of our older
Zoho booking missing feature
Hi, I recently setup Zoho Booking for my business to help in appointment scheduling, and it works well. However now when I think of starting online payment acceptance, seem that Zoho may not be able the right tool. Cause while i can integrate a payment
Tip #7: Customize the appointment confirmation page
A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when
Cascading Form Fields
I 'm setting up a booking form in which I would like to have a dropdown field, and when an item is selected, it hides or displays another dropdown field. Here's how it would work: Customer is filling out the form. One of the questions is "How did you
Features Req: Service-Specific Calendar And Limit number of bookings per guest
By The Grace of G-d. Hi, I Came across 2 features i believe more users would love to see added to the amazing bookings app: 1. Service-Specific Calendar I dont want to open my whole calendar to all of my services. For Example, Lets say i have a free consultation
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