Account setup for super admins - Zoho Bookings Help

Account setup for super admins

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

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, website, and the preferred currency you'll be dealing with. Click Next. 



  2. Choose your industry and the type of meetings you would be using Zoho Bookings for. Click Next.



  3. Select your business time zone, operating hours, the days that your business will be available for appointments.



  4. Customize a label that suits your business. 


    1. Under How would you like to label your 'Event types'?, you can enter the term that is used in your industry to denote meetings types, such as Consultations, Events, or Meetings.
    2. Under How would you like to label your 'Users'?, you can enter the term that is used in your industry to denote employees/staff, such as Consultant, Agent, or Doctor. 
      Info
      Info: This label will replace the default labels Event Types and Users in the entire Bookings application.
  5. Click Create to finish creating your now organization. You'll be asked to book a sample appointment or to explore the product on your own. 


    1. If you choose Book a Sample Appointment, you'll be redirected to the booking page where you can book an appointment. Click Book Appointment.



    2. Fill sample customer details in the booking form that helps capture information about your customers. Click Schedule Appointment.


    3. This is the booking confirmation page that customers will see when an appointment is booked successfully. Click Go to Appointments.


    4. You can switch to the Bookings application tab, where the sample appointment can be seen.



      The initial setup is complete. You can now proceed to add workspaces, users, and event types.