Account setup for super admins - Zoho Bookings Help

Account setup for super admins

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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 sign in/sign up to create a Zoho Bookings account. This creates an organization and designates you as the super admin. While onboarding, you need to set up basic information for your organization. After onboarding, you can invite other users to join your Bookings org.

2. Feature availability

Idea
  1. Available for all plans.
  2. Roles
    1. Only super admins can perform the initial onboarding process.
    2. Other users can join the organization created by the super admin by accepting an invitation.

3. Steps to setup your Zoho Bookings account

Step 1: Sign in/Sign up

  1. Access the login page of Zoho Bookings.
  2. Sign in/sign up to your Zoho account using the relevant method below. You need only one Zoho account to access all Zoho services.

    1. Sign in using Zoho account: If you already have an account with Zoho, proceed to sign in.


       
    2. Federated Sign-in: If you do not have a Zoho account, you can sign in using IDPs like Google, Facebook, LinkedIn, Twitter, Office 365, Apple, or Yahoo. 



    3. Sign up: You can also sign up to create a new Zoho account by clicking Sign Up Now. 
      If you click Sign up, you will see the following screen. Enter the required details and click Sign Up Now.


      A confirmation email will be sent to the specified email address for email verification. Click Confirm Account.



      After confirmation, you will be navigated to Zoho Bookings home page.
After you sign up/sign in to Zoho Bookings, you'll be asked to provide details about your business, such as business timings and your availability, before you start. This is an initial onboarding setup process that gets your account up and running. This information can be edited, and further details can be added at any time. 

Step 2: Onboarding process

  1. Enter your business name, select your time zone and industry, then click Let's Go.

  2. Explore your booking experience by booking a sample appointment. Zoho Bookings automatically creates a sample event type based on your business profile. You can try out by booking a sample appointment.

  3. Click the Complete Setup card in the bottom-left corner to finish your initial setup.

    Complete the following setup tasks. You can skip any step and return to it later.
    1. Set availability
      Click Start next to Set availability to configure your business availability.


    2. Integrate your calendars
      Click Start next to Integrate your calendars to connect your calendar and keep your schedule in sync.

    3. Customize your booking page
      Click Start next to Customize booking page to personalize your default booking page that was auto-created.

    4. Share your booking page
      Click Start next to Share booking page to copy and share your booking page with customers.
The setup process is now completed. The initial setup is complete. You can now proceed to add workspaces, users, and event types.