Organization's basic information - Zoho Bookings Help

Organization's basic information

Alert
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

Basic Information of your organization contains all the fundamental details about your business, including the business name, contact number, and email address details. Additionally, it has timezone, time format, and currency details that are applied throughout the Bookings org. It has the Zoho Bookings Branding option, which can be enabled to remove the Powered by Zoho Bookings text on your booking pages.

2. Feature availability

Idea
  1. Available for all plans
    1. Super admins and admins can edit this information
    2. Workspace admins and managers can view this information
    3. Staff cannot view this information

3. Steps to edit business information

  1. Click the Admin Center icon  in the top-right corner of the Bookings menu bar. 
  2. Under Organization, select Basic Information. Here, you can edit your business details. 

  3. Click the Edit button on the right to edit the business information.


3.1 Business Name

Enter your business name here. This will be reflected in various places, such as the booking page. It can have 2 to 50 characters.

3.2 Email

This is the business email address. This can be used as the sender email for all notification emails sent from your Zoho Bookings account. 
Notes
Note:
Only users who have a Premium plan with Zoho Bookings can add a Business email address.   
An email address can be used only in any ONE of the places: business, workspace, or users. If the email address is already used in the workspace or user, it cannot be added to the business. You can either use a different email or remove it from your workspace or user email.
To add business email
  1. Click the Edit button in Basic Information.
  2. Enter the email address under Email and click Verify.

  3. Enter the 6-digit verification code that is sent to the required email address and click Verify. The verified email address will be added as a business email.


Alert
Alert: Email authentication can be done to avoid emails being categorized as spam. Please contact our support team (support@zohobookings.com) to perform this.

3.3 Contact Number 

This refers to the official contact number for your business. The contact number will be displayed on the booking page, and customers can call you on the number specified here for appointment booking, rescheduling, or cancellation.

3.4 Time Zone

The time zone specified here applies to your business timings. This will be the default time zone for all the users. Super admins and admins can change the timezone if required, and it will be applied to all the users. 
Zoho Bookings automatically converts the appointment times for customers who book appointments from a different time zone.

3.5 Currency 

Specify the currency in which your appointments are charged. Currency is selected while setting up the account. It can be changed by admins before any payment gateway integration. Once a payment gateway is integrated, it can only be changed by the Zoho Bookings team on request. 

3.6 Start of the Week 

Value specified here will be considered as the first day of the week. For example, If you select Monday, Zoho Bookings will display Monday in the first column in the calendar view. (Will be released soon for Bookings 2.0)

3.7 Time Format

Selected time format will be applied to all time values in Zoho Bookings. For example, when a customer is booking an appointment, all time slots will appear in the format selected here.
Info
Time Format is set to the 12-hour format by default. Users can change this format at any point of time.

3.8 Zoho Bookings Branding 

This option decides whether the branding text – "Powered by Zoho Bookings" on the booking page needs to be shown or removed. 
Idea
Availability: This option is only available for Premium users.
Info
Zoho Bookings Branding button is Enabled by default, which would display the Zoho branding text on the booking pages.

The Zoho Bookings branding text appears at the footer of the booking page when the toggle button is enabled.


To remove branding text from the bookings page, this button should be disabled. 


Once the toggle button is disabled, the branding text is removed.


3.9 Custom Fields For In-App Booking

This option allows you to include custom fields like company name, customer id etc when adding appointments within the application for your customers.
Info

Info : This option will be shown by default, which would display the custom fields while adding appointments within the app.

Notes
Note: Custom fields configured under each event type will appear in the in-app booking form when appointments are added by users inside the application.

You can view or update custom fields under the Event Type Booking Form section.

In-app custom fields ensure that manual bookings within the app maintain the same level of data collection as customer-facing bookings through the booking page.

To hide custom fields while adding appointments within the app, you can enable the hide option to remove them from the in-app booking form.

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