2. Steps to configure customer settings  

Click the Admin Center icon in the top-right corner of the Zoho Bookings menu bar and select Customer Settings under the Organization section.

2.1 Set login preferences  

• Allow Guest Login: Allows customers to book appointments without the need to sign in or register.
• Allow Registered Login: Requires customers to sign in before booking and is ideal for tracking booking history and managing repeat customers.
  
  

2.2 Set centralized customer form  

1. Navigate to the Centralized Customer Form  section and click + Add Field on the right side of the middle pane to create fields.
   
   
   
   

2. Choose the required field type from the slider that opens on the right.
   
   
   
   

3. Enter the Field Label that will be visible to customers while booking (for example: Age).
   
   
   
   

4. Select the Mandatory checkbox to make the field required. Leave it unchecked to keep the field optional.

5. Select the Mark as ePHI/PII checkbox to mark the field as sensitive and ensure it is encrypted for HIPAA compliance.

6. Click Add.
   

Once the Centralized Customer Form is enabled under Admin Center → Organization → Basic Information, these fields act as the primary fields across all event type booking forms. You can also add additional fields specific to individual event types by configuring custom fields in the booking form under each event type. This helps capture both common and event-specific information as needed.  

Note: Even if the centralized customer form is enabled under under Basic Information in the Admin Center, the toggle must be enabled individually for each event type to apply these fields. Choose event type ->Booking form -> Enable toggle near the fields section.

• Business Booking page

• Booking pages