In-person locations - Zoho Bookings Help

In-person locations

AlertThis page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.

1. In a nutshell

You can add physical locations to event types, which can be used to communicate the exact location details to customers and relevant users for conducting in-person appointments.


2. Feature availability

  • Super admins and admins can add and manage locations 
  • Workspace admins can add and manage locations for their assigned workspaces
  • Managers can view locations added to their assigned workspaces
  • Staff can only view the location of their appointments

3. Overview

Including physical locations for the event types you offer can simplify the management of multiple locations and communication with your clients. This is beneficial for both the customers and the business. With a clearly defined meeting location, the customer avoids wasting time locating the venue, while the business minimizes delays and the need for rescheduling due to late arrivals. 

Zoho Bookings lets you add multiple physical addresses for a workspace. The event types under that workspace can use any of the added locations. When a customer books an appointment, the location details will be sent to them through notification (email and/or SMS if opted). The location details will also be added to the calendar event.


4. Use case  

Suppose a marketing team conducts events in different cities for their product promotion. It encourages leads to register for the event when they visit their city. The event location has to be communicated to the leads to reach the event. In Bookings, location details can be added to the event type and when the client registers for the event, they will be notified along with the location details. This ensures the clients arrive on time, avoiding any unnecessary hassle. 


5. Steps to add in-person location 

You can add multiple locations under a workspace in the In-person Location module.  Any one of the locations can be linked to the event type of that workspace. 

5.1. Add location under Modules

  1. Navigate to Admin Center  ModulesIn-person Locations
  2. Click + New Location and enter the below details in the Add Location pop-up. 
  1. Workspace: Choose a workspace in which locations have to be added.
  2. Location name: Provide a name for the location.
  3. Location details: Provide a little more information on how to reach the location.
  1. Click Add. You can use these steps to add multiple locations in a workspace. Once a location is added, it can be linked to any of the event types in the respective workspace.


  1. Navigate to Event Types, select the event type > Basic Details tab.
  2. Select Offline as the Meeting Mode, then select any one of the locations.


6. Things to know 

6.1 What happens when an appointment is booked?  

  • When an appointment is booked, the customers will be provided with the location details in the Confirmation pageBooking summary, and Notifications(if opted).




  • Users can view the location details in the appointment summary.

  • If the appointment is added to the calendar, then the location details will be added to the location field of the calendar event.


6.2 Delete location 

To delete a location, hover over the required location, click the Options icon  , and select Delete

  • If a location is deleted from a workspace, it will be deleted from all its linked services.
  • The appointment made after the location deletion will not have this location details.
  • The appointments which have been booked before deleting the location will retain the old location details in the appointment summary. If those appointments are rescheduled, the old location details will not be applicable.

7. Point to note

  • The meeting info variable in the notification will return the location name and details.
  • Include the meeting_info variable in the email and/or SMS notification templates to send the location details through the respective notifications.
  • In custom functions, meeting_info variable will return the location details for offline appointments.
  1. Video conferencing





      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now










                                                                                                                            • Related Articles

                                                                                                                            • Add appointment in mobile

                                                                                                                              1. In a nutshell Users can add an appointment quickly from the mobile app, thereby making it simple to manage appointments anytime and anywhere. 2. Availability All Plans Role availability Super admins and admins can add appointments for all event ...
                                                                                                                            • Change appointment status and payment status in mobile

                                                                                                                              1. In a nutshell With the Bookings mobile app, you can seamlessly update appointment and payment statuses in a few clicks, ensuring all the information is accurate and up-to-date. 2. Feature availability All plans Role availability Super admins and ...
                                                                                                                            • Appointment summary

                                                                                                                              This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page. 1. In a nutshell An appointment summary provides a comprehensive overview of an appointment. It contains booking details, ...
                                                                                                                            • Manage event type details

                                                                                                                              This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page. 1. In a nutshell An event type acts like a template for booking multiple appointments. For example, a Product Demo is an event ...
                                                                                                                            • Customers

                                                                                                                              This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page. 1. In a nutshell Customers can either be added by users directly from the app, or automatically when they book through your ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources