Customer Login Preferences
1. In a nutshell
Customer Login Preferences allow you to decide whether customers are able to book appointments as guests or are required to sign in before booking. You can allow customers to book appointments as guests, registered users, or provide both options. This helps you to add flexibility to your booking flow at the business level.
2. Feature availability
Customer login preferences:
- Super admin and admins can view and manage the settings of the customer login preferences.
- Workspace admins and managers can only view the settings of the customer login preferences.
- Staff cannot view or access the settings of the customer login preferences.
3.Overview
Customer Login Preferences help you efficiently manage the customer sign-in experience on your booking pages. You can choose login modes based on your business needs:
- Allow guest login – Enables quick and easy bookings without requiring an account for your customers.
- Allow registered login – Requires sign-in or account creation before booking; ideal for businesses that need to track customer history.
You can enable both guest and registered user login options, giving customers the flexibility to choose how they want to book. You can also configure the custom fields for registered login, which would be listed in the booking form. This setting is applied at the business level and will reflect across all associated booking pages.
4.Use case
Consider a managed IT services company, Zylker, that uses Zoho Bookings to schedule support sessions, consultations, and onboarding meetings. First-time customers prefer a quick booking experience without account creation, making guest login ideal. For contract-based clients, registered user login helps track booking history and manage ongoing services. To serve both groups effectively, Zylker enables both options, providing flexibility while ensuring a smooth and unified booking experience.
Solution with Customer Login Preferences:
The admin enables guest login for new or one-time clients to allow quick appointment booking without the need for account creation. For recurring or contract clients, a registered user login is used to track service details and maintain booking history. To cater to both user types seamlessly, the admin enables both options, giving customers the flexibility to book in the way that suits them best.
5. Steps to configure Customer Login Preferences
- Click the Admin Center
icon at the top-right corner of the Zoho Bookings menu bar.
- Under the Organization section, select Customer Login Preferences to view the available login options for customers: Guest Login and Registered Login.
- Check the tick box either one or both of the following options : Allow Guest Login ; Allow Registered Login
Info: Switching to a registered user login can help maintain booking records, offer member-only access, or restrict scheduling. - Click the +Add Custom Field button under the Login Fields section to configure custom fields, which is applicable only for the registered login option.
6. Points to note
- The selected login preference applies to all booking pages under your business.
- Guests do not require an account, but their bookings will still be captured in your Appointments tab.
- Changing the login mode here takes effect immediately across all the booking pages.
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