Event type settings
Appointment distribution
In a nutshell Appointment distribution lets you decide how appointments are assigned when multiple users are available for an event type. You can distribute appointments using Round robin, Load-based, or Priority-based methods to balance workload and ...
Appointment limits
1. In a nutshell Appointment limits in Zoho Bookings let you control how many times an event type can be booked, as well as how often a customer can book it. These limits can also be set for a specific date range separately, helping you manage ...
Booking form
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 When customers book appointments, they are required to specify details like their name, email address, and ...
Allowing guest invites
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 Using the Guest Invite feature, customers can invite additional participants (guests) to attend an ...
Copying or moving event types
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 An event type can be copied to create a new one, which copies all the settings you've configured. This ...
Bookings variables
Bookings offer predefined variables that hold appointment-related details, such as customer name, appointment ID, staff name, and so on. These variables can be used in the following places: Email notifications and reminders SMS notifications and ...
Calendar invites
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 When you integrate a calendar an event will be created automatically in the external calendar whenever an ...
Email and SMS alerts
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 You can send automated email and SMS notifications to customers and relevant users when an appointment is ...
Buffer time
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 Buffer time is the extra time added before and/or after the appointment duration. It can be used to ...
Scheduling interval
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 Scheduling interval determines how the start times of appointment slots are divided on the booking page. This ...
Booking notice
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 Booking notice is the period between booking time and appointment time. It's the notice time given for the ...
Cancellation and rescheduling window
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 The cancellation and rescheduling window allows you to define a period during which customers are allowed to ...
Event type availability
In a nutshell You can set the availability of an event type by basing it on the working hours of the assigned users, or by assigning a schedule from the workspace that defines specific dates and times. Feature availability Available for all plans. ...
Manage assigned users
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 Multiple users can be assigned to an event type. When an appointment is booked for that event type, any one ...
Manage event type details
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 An event type acts like a template for booking multiple appointments. For example, a Product Demo is an event ...