Zoho Bookings Setup and Moving from Oncehub
Hello, We have been a long time Oncehub user. We are the financial planning company and have four advisers on our team. Each advisor has their own booking page and on each page we have the ability for individuals to book either virtual meeting or an inTip #9: Best integration for support teams
Are back-and-forth emails taking up more of your support team's time than resolving the tickets themselves? Communication gaps, manual processes, and a lack of centralized data can cause a number of challenges, but there is a feature that can speed upServices can not be separated by Workspace in the Staff Booking Page
I contacted support with no luck and hope someone here might have a solution. I created a Workspace for my company and created three services. 15-minute discovery meeting, 30-minute deep dive meeting, and 1-hour comprehensive meeting. The staff I assigned3 URGENT Zoho Bookings Feature Requests
1 - One-on-one meetings: Allow consultants to book a meeting with multiple people at our client site. Currently, this is not possible. I need to book a meeting with a single point of contact, then they need to forward that calendar invite to the restRepeating a 1-on-1 appointment? Zoho Bookings
We are a company with a number of staff that visit multiple clients on the same day either: - Every week - Every 2 weeks - Every 4 weeks We currently use Calendly and GoReminders to manage the bookings and also manage the reminders (SMS & Email). We'reWill the feature-set of Bookings also be present on your FSM application?
We haven't seen a demo of Zoho FSM yet. The question of service booking/scheduling features in Zoho FSM comes to mind when we look at the appointment scheduling features of Bookings. Will Bookings become a stand-alone tool for freelancers and startups or will this tool become a universal scheduling tool for all Zoho products in the future? Should we invest also in Bookings when we do invest in other Zoho products such as Zoho FSM, Zoho Desk etc?Zoho Bookings: Ability to allow multiple invitees on one booking
I would really like to see Zoho Bookings be able to allow our end-users (clients) to book a one-on-one meeting with us and invite any other guests that they need to invite. Group bookings don't work well for this because they are more for pre-arrangedStaff rules
Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.Is possible to customize time slots for 20 minutes ??
Hello good morning, I am with an appointment system that has the flexibility to define the time slots for 20 minutes or 15 minutes, but researching Zoho Bookings I can't find a way to configure those slots, I only see one way set 30 minutes. Please confirmIntegrate Zoho Bookings with ManageEngine Service Desk Plus Cloud and On Premise
Integrate Zoho Bookings when they book a meeting to check if there is a ticket number in our service desk systems so it can verify the requester and the request ID. So it can let you book the session. it should be able to check also specific domains forMaking the most of email notifications in Zoho Bookings
Email notifications are one of the most versatile tools in Zoho Bookings. We've beautified and translated them. Now, let's see what other steps we can take to further stretch their use. In this guide, we'll use email notifications to: Create product awarenessIssues Creating/Scheduling Monthly Group Booking Consultations
I am new to Zoho Bookings and currently testing it out to determine if we want to use this product for our company. However, I don't seem to be able to get the Group Booking to function properly. I am trying to create a Group Booking called "Product Training"Request for Additional Functionalities in Zoho Bookings
TLDR: We need the ability to create bookings for external providers who are not Zoho users and set a duration for their services. Additionally, we need the ability to create services that will occupy time only for other events of the same service butCustom function to add lead from Bookings
I would like to write a custom function that will push a lead to the CRM. I need this because there's no option in the standard integration that will push data only from specific consultations; I don't want this to happen for every consultation. In doingNew feature: Microsoft Teams integration
Hello all, Greetings from Zoho Bookings! We are thrilled to announce a game-changing integration that brings together the exceptional scheduling capabilities of Zoho Bookings and the collaborative strength of Microsoft Teams. You can now meet your customersBlock off days for specific types of appointments
I want to be able to block off days for specific kinds of appointments. I don't want existing clients to be able to set up appointments on those days, only new clients. I also want to ensure that the new clients only book on the days I set aside and not on other days. Is this possible or in the roadmap?Booking Page Not Showing Available Dates
Our booking page isn't showing the available time and dates to schedule an appointment. The dates are all greyed in the calendar and I can't click on it to see the time. I've tried configuring it with the working hours, but then it only shows two datesBookings and locations
We wish to implement bookings We are an organization with branches in 7 cities One city has 3 branches I need for our clients to be able when booking to decide the City - then if that city is the one with the 3 branches decide which branch to get thePayment Status
Hi. I´m a Consultant (Super Admin). Sometimes i have a costumers that prefer call me to schedule a service instead of to do a schedule through web bookings application, so on this cases i need to insert a schedule manually through calendar. When it occurChange staff for a booking/apointment
Hi! When many employees are in the same workspace and the customers cannot choose the employee, what are the rules for Zoho to attributing staff member? We are two in my team and I would like Zoho to attribute all apointments to me unless a customer asksbooking の顧客への自動メールの編集について
予約の顧客への自動メールが英語なので編集して日本語で送りたいのですが、どこを触ればいいでしょうか? 教えてください。Services reminder notifications for Bookings
Having difficulty disabling the Service Notifications from going into Staff's microsoft outlook calendar's. Have gone into Workspace to turn this off as well as the individual service notifications but staff are still receiving "reminder" emails. Is thereApprove or deny appointments based on criteria
Hey, community members! Have you ever wondered how to automatically approve or deny appointments? While we're still working on building that feature, we've got an alternative method to cancel appointments if they don't meet your specific criteria. LetHow 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 collectingFeeding booking form questions/answers into CRM contact
Is there a way to feed the answers to the booking form questions into fields in a CRM contact? I don't see any way to do that in Bookings directly, nor in Zoho Flow. I'm surprised this would not be possible.Double booking consultants
I've read through all the past posts that mention problems with double booking appointments. While Zoho Bookings staff have made posts announcing that the issue(s) are fixed, in 2023 it appears that they really are not fixed. We are constantly, and seeminglyCan You seperate calendars between two locations ?
Hi Is possible that calendars from two locations are not visible for each other ? I don't want to staff from one location see what second is doing ? is that something that we can do ?allow group booking for a single consultation
Hi, I have a scenario where we meet clients throughout a day in a capacity of up to 4 people. Our session is taking 30 minutes, so through a working day of 8 hours we will have 16 sessions (each can can accommodate up to 4 people). To implement thisIntegrate subscribed Webcal/iCal calendars?
Is there any way to integrate a subscribed Webcal/iCal calendar with Bookings? I subscribed to an Apple Calendar (iCloud) calendar in Zoho Calendar. When I integrate Zoho Calendar with Bookings the subscribed calendars do not show up. Is there a way toNew feature: Google Meet integration
Hello all, Get ready to experience the ultimate convenience as we proudly unveil our new integration with Google Meet! As online consultations become increasingly popular, make sure you stand out from the crowd with the unbeatable combination of GoogleIntegrate CRM + Zoho Bookings for Custom Functions without syncing contacts
We are having an issue where contacts created by zoho bookings are hiding null characters and carrying them into creator records later on. Can we disable the contact syncing from the Zoho CRM contact integration and keep the crm integration for bookingsIs there a QR Code for Zoho Bookings Link
I know there is a URL Link to a meeting and a Widget that can be embedded into a website. Is there an option to create a QR code for the link similar to Zoho Forms?What are the image size specs for Zoho Bookings?
I need to know the best image resolution sizing for customizing my booking page and each individual meeting.Appointment Status will Update Record in CRM
Hi, can someone help me? I need a function in Zoho Bookings that, whatever the appointment status is (like "completed", "rescheduled", "no show", "cancelled") it will update a field in our leads module in the CRM system. For exampled, when an appointmentApi uri authentication
What is the URL format for retrieving booking details using the HTTP module in Zoho Bookings?Creating one-time meeting links with Zoho Bookings
Want to schedule ad-hoc meetings? Want to share only a particular time slot for a meeting? Don't want clients to book with you again? Don't want to expose your total availability? And do all this without disturbing your current setup? Dive right in. We'llTip #6 - Remove sign-in and sign-up option on booking page
Having a sign-up option lets your customer register themselves while booking an appointment. This allows them to access the Bookings customer portal and view their appointment history. However, based on the business requirement, target audience, and otherAdding Appointment for Customer marks it as 'paid'
Hello, I currently have Zoho Bookings set up so that my customers can book appointments and pay now or later with the paypal integration. This is great because I can keep track of what has and hasn't been paid for by the customer. I would like to sometimesZoho Bookings integration with Google Meet guide
Zoho Bookings Zoho Bookings, at its core, is an online tool your clients can use to book appointments with you. Any service, such as a salon or clinic, requires a mutually agreed upon time with a client. Clients will be able to access this informationRemove Sign In and Sign Up links on booking page
Is there a way to remove the Sign In and Sign Up links on booking pages? There's really zero reason for them to be there and I had a client mistakenly go through the sign-up process because they thought they needed to even though they didn't. The onlyNext Page
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Announcements
New Feature: In-person Locations
Hello all, Greetings from Zoho Bookings team! We're glad to introduce a valuable addition to Bookings, the In-person Locations feature. With this feature, you can add physical locations to your services and efficiently manage multiple services occurringAttention: 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 theNew 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 makeAnnouncement: Set permissions for your staff
Hello Bookings Community, We are pleased to announce a new feature in our Bookings scheduler, Roles and Permissions. This powerful addition allows you to define permissions for your staff members, ensuring overall privacy. Establishing permissions forIntroducing Appointment Title Customization
Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
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Sticky Posts
📣📣 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 inAttention: 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 theTip #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, organicNew 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 makeTip #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
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