Customer Login Preferences

Customer settings

QuoteCustomer settings help you decide how customers can access your booking pages and how their information is collected during the booking process. You can use customer settings to configure login preferences and manage a centralized customer form across event types.

1. How customer settings work  

Customer settings consist of two key components:
  • Login preferences – Let you decide whether customers can book appointments as guests or are required to sign in. You can enable guest login for quick, frictionless bookings or require registered login to track customer history and manage repeat users. You can also enable both options to give customers the flexibility to choose their preferred booking method.
  • Centralized customer form – Define a common form that is used across event types to collect customer information. In addition to default fields such as Name, Email, and Contact Number, you can add custom fields based on your business requirements. This helps maintain consistent data collection throughout the booking process. 
 Example: A fitness center allows guest login for customers booking a one-time trial session, so they can schedule an appointment without creating an account. For existing members booking regular personal training sessions, it requires registered login
so they can view their booking history, manage upcoming appointments, and access member-specific services.
InfoTo use a centralized customer form for all event types, you can enable the  Centralized Customer Form toggle under Basic Information in the Admin Center. Together, these settings provide flexibility for customers while ensuring structured and consistent data collection for your business.

Who can access this feature?

Available on

Premium plan

Super admin and admins

Can view and manage the customer settings.

Workspace admins and managers

Can only view the customer settings.

Staff

 Cannot view or access the customer settings

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  

Choose one or both of the following options:
  • 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.
If both options are enabled, customers can choose to either continue as a guest or sign in before booking, based on their preference.

2.2 Set centralized customer form  

The centralized customer form allows you to maintain a common set of fields across all event types, ensuring consistent information is collected from customers.
  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.  
InfoNote: 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.

Points to note   

  • Login preferences apply to all booking pages under your business.

  • You cannot disable both guest and registered login simultaneously.

  • Centralized customer form fields are applied across event types only when enabled.

  • For event types created after 17 April 2026, the centralized customer form is applied automatically when enabled under Basic Information in the Admin Center.

  • For event types created before 17 April 2026, you must enable the toggle individually under each event type to apply these fields. Steps: Choose Event Type → Booking Form → Enable the toggle in the Fields section.

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