1. In a nutshell

2. Feature availability

• Is available only in premium plans.
• Roles

• 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.

3.Overview

Customer Settings help you streamline both the booking experience and the data collection process.

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 allows you to maintain a consistent set of fields across all event types. By default, standard fields such as Name, Email, and Contact Number are included, and you can add or customize fields based on your business needs. These fields act as a common booking form template.

 To 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.

4.Use case

5. 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.

5.1 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.
  
  

5.2 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.

6. 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.

7. Related links

• Business Booking page

• Booking pages