Migration guide to Bookings 2.0

Migration guide for Bookings 2.0

Summary changes 

  • Terminology changes 
  1. Services has been changed to Event types
  2. Staff, which was used to denote all Bookings roles, has now been renamed as Users, while the staff role is retained as Staff



  • Workspace-centric view
    Previously, you could view all workspaces in your Bookings account simultaneously. Now, we are shifting to a workspace-centric view. It means you can choose a workspace, and Bookings will show the appointments, event types, and booking pages that belong to the selected workspace. You (all users except the Staff role) can switch workspaces to view appointments of the respective workspaces. This allows you to organize and manage Bookings, segregated by departments or categories. 


  • Workspace settings removed
    We had identical settings in both workspaces and services, which could have led to confusion about which one applies. To resolve this, we've removed the settings from the workspaces and will now have them solely under Services (i.e, Event Types). 


  • Settings categorized for better clarity 
    Service settings have been reorganized for simplicity. Settings that are applicable for booking pages have been moved to the Booking Pages module.
     

  • Users can be assigned to workspaces 
    Users can be assigned to specific workspaces, which limits their access to only the data within those workspaces. They will not have visibility into other workspaces, ensuring a more controlled and secure environment. 
    NoteAdmins and super admins can access all workspaces.


  • Introducing a new role: Workspace Admin 
    We've introduced a new role called Workspace Admin. Users in this role act as admins for the workspaces to which they are assigned. They have full access and administrative control only to the assigned workspaces.


  • Centralized Setup 
    All modules, integrations, organization settings, and product customizations are now grouped under Setup. This setup applies at the account level and is not specific to individual workspaces. 

New features 

  • One-time booking link 
    With the booking link you've shared before, your clients might book appointments without prior communication. To address this, you can now share a one-time booking link, which will expire after its first booking.

     


  • Workflows 
    To automate tasks such as sending additional notifications (email and SMS) and executing custom functions during various stages of an appointment, you can create a workflow. This helps improve productivity by simplifying your operations.  


  • Revamped mobile app 
    The Bookings mobile app has been revamped with additional functionalities to make your scheduling even easier. You can view, add, reschedule, cancel appointments, share links, add special working hours and unavailability, and setup push notifications with our enhanced mobile app. Learn about the mobile app in detail here.


  • Zoho Bigin Integration 
    You can now integrate your Bookings account with Bigin. This integration automatically creates a new contact in Bigin when an appointment is booked in Bookings. It also updates the existing contacts. Available slots are checked for conflicts in Bigin events, and this integration also allows you to add your appointments to Bigin events. Learn about this integration in detail here.
     

  • Recurring One-on-One 
    We've introduced a new event type that allows you to schedule a series of recurring appointments at the same time. This is especially useful for booking regular one-on-one sessions. Learn about this feature in detail here.
        

Navigation guide 

Once you switch to Bookings 2.0, you'll land in Appointments page.  Just above the Appointments tab on the left, you can see your workspace name. This means you are currently viewing all of the data under that workspace.
 

You can click the workspace name and switch to the required workspace. Appointments, Event types (previously Services), Users (previously Staff), and Booking Pages belonging to the selected workspace can be viewed here. 


Click 
Booking Pages to get all of the booking page links and access all of the settings related to the booking page.
 

Click the 
Setup icon in the top-right corner to access all other modules, settings, and integrations.


A user can be assigned to multiple workspaces by navigating to 
UsersRequired UsersAssigned Workspaces



Similarly, multiple users can be added to a workspace by navigating to 
SetupWorkspaceUsers

Switching to Bookings 2.0

  • Once you log into your Bookings account, a pop-up modal will appear introducing you to the new version.
  • Click the Try New Version button in the pop-up. You'll be redirected to the upgraded Zoho Bookings experience instantly.



What happens if you close the pop-up?

  • If you're not ready to switch, you can close the pop-up when it appears.
  • reminder banner will be added to your Profile Menu (top-right corner) in the old version.
  • When you're ready, simply click Try New Version to access the new version at your convenience.

This ensures you won’t miss out on the upgrade, even if you skip it initially.


Notes:

  • This pop-up will be displayed only to admins and super admins.
  • The pop-up will be shown just once—if you dismiss it, it won’t appear again.
  • When an admin or super admin upgrades to Bookings 2.0, the new version will be applied across the entire organization.

Switching back to Bookings 1.0

  • Click on your Profile Menu  (located at the top-right corner).
  • Select Switch to Old Version from the dropdown.

This will take you back to the previous version without affecting your data or settings.


Workflow compatibility note
Some workflows created in the new version may not be editable once you switch back to the old version. However, these workflows will continue to function normally even in the old version. A notification will inform you of this limitation when applicable.


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