In-product notifications - Zoho Bookings Help

In-product notifications

This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.

QuoteIn-product notifications are real-time alerts displayed within Zoho Bookings for important activities and updates. They keep users informed about appointments, customers, users, event types, and payments. You can use in-product notifications to monitor booking activities, track payment updates, and stay informed about changes relevant to your assigned workspaces and responsibilities. 

1. How in-product notifications work

Admins can choose the appointment, customer, user, event type, and payment activities should trigger notifications for users inside Zoho Bookings. Once enabled, notifications appear in the Notifications panel for relevant users based on their roles and workspace access. For example, an user can instantly receive an in-product notification when an appointment is booked, canceled, or rescheduled.


Who can access this feature?

Available on

All plans

Super admin and admins

Can setup this notification

All users

Can view the appointments they receive

2. Steps to set up in-product notifications

  1. Click the Admin Center icon  in the top-right corner of the Bookings menu bar. 
  2. Under Product Customizations, select In-product Notifications

  3. Select the checkboxes of the notifications that is needed for your organization. This will be applied to all the users of your Bookings org.


Notification options 

Notification Trigger

Appointment

Scheduled

When an appointment is booked, the scheduled user will receive a notification.

Canceled

When an appointment is canceled, the scheduled user will receive a notification.

Rescheduled

When an appointment is rescheduled, the assigned user will receive a notification.

Users (or the personalized label defined under Custom Labels)

Created

When a new user is added in Bookings, all admins will receive a notification. Workspace admins will get notified if the user is added to their workspace.

Edited

When a user profile is edited, all admins will receive a notification. Workspace admins will get notified if their workspace user profile is edited.

Deleted

When a user is deleted from Bookings, all admins will receive the notification. Workspace admins will get notified if their workspace user is deleted.

On leave

When a user adds unavailability, the admin and workspace admin will get notified.

Event Types (or the personalized label defined under Custom Labels)

Created

When a new event type is created, admins will be notified.

Edited

When an event type's settings are edited, admins will be notified.

Deleted

When an event type is deleted, admins will be notified.

Customer

Created

When a new customer is added, all users will be notified.

Edited

When a customer detail is edited, all users will be notified.

Deleted

When a customer is deleted, all users will be notified.

Payment

Success

When payment for an appointment is made successfully, the scheduled user will be notified. 

Failure

When payment for an appointment has failed, the scheduled user will be notified. 


Once set, all users will receive notifications, which can be viewed by clicking the Notifications icon  in the top-right corner of the Bookings menu bar. 


InfoInfo: These notifications are for your Bookings users, and are received inside Zoho Bookings. Learn more about sending SMS and email notifications or reminders for users and customers


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