My Space - Zoho Bookings Help

My Space

Alert
This page is applicable for Bookings 2.0 version only.

1. In a nutshell

My Space is your personal space where you can manage and view all your appointments, profile details, event types, and booking pages, consolidated from all the workspaces you're associated with. It serves as a one-stop hub to access all key information relevant to you.  As the default home page, it's the first place users will see upon logging in, providing quick and easy access to everything you need.  

2. Feature availability

Idea
  1. Available for all plans.
  2. All users can access My Space

3. Overview

My Space provides all the crucial information you need on a daily basis in your scheduling routine. It shows all the appointments of a user by consolidating from all the workspaces that they are assigned to. 
It provides the below key details:
  1. Appointments - Shows all your appointments from all your assigned workspaces
  2. Event Types - Shows event types that you are assigned from all workspaces
  3. Booking Pages -Shows your booking page link and all other related booking links
  4. My Profile - Allows you to view and edit your profile and set availability

4. Steps to access My Space

  1. Sign in to your Zoho Bookings account. You can see the My Space option in the top-left corner, which means you are already viewing the My Space page. 





    InfoInfo: Super admins, admins, workspace admins, and managers can switch to other workspaces by clicking My Space. Staff can only access the My Space option.
  2. Click the Appointments tab to view the list of appointments that you are scheduled.



  3. Click the Event types tab to view the list of event types assigned for you. 



  4. Click the Booking Pages tab to view the various booking page links. 
    The first section shows your exclusive booking page.
    1. Open Page - This opens your booking page in a new tab.
    2. Share - Upon clicking this option, a share pop-up appears from which you can share your booking page in multiple ways.
    3. Themes and Layouts - This option allows you to customize the appearance of your booking page. Learn more.


      Under the first section, you can view three tabs - Event type, Workspace, and User. Click the respective tab to get the booking links. 
      Info
      Info: Staff can access the links based on their permissions under the Roles and Permissions option.



  5. Click the My Profile tab to view and edit your own profile and availability.


        

5. View or edit your profile

The My Profile option under My Space lets you view or edit your profile information. 
Notes
Note: Edit permission for the Staff role depends on the option chosen under Roles and Permissions.

To edit your profile:
  1. Click the Details tab under My Profile.
  2. Click the Edit button on the right.
    Info
    Info: Email address, Role, Status, Workspace can be edited only by admins and workspace admins.


  3. Edit the required information.
    1. Click the profile picture to upload your picture and adjust it by zooming the mouse in and out.
      Info
      Info: Image must be less than 5 MB with height and width of 60px by 60px.


    2. Role - Denotes the user role in Bookings.
    3. Designation - Denotes the user's official title at the organization. This can be used to be displayed on the booking page.
    4. Status - Allows admins to mark the user is active or inactive. If you've been marked inactive, you can contact your admin and ask them to change your status to active.
    5. Workspaces - It shows the list of workspaces assigned.
    6. Additional Information - Personal description can be added, which will be shown on the booking page.
  4.  Click Save.

6. Availability

Availability section allows you to view and set your available times for the appointments. It contains the following: 
  1. Working hours
  2. Special working hours
  3. Unavailability

6.1 Working hours 

This is your usual opening hours for a week. By default, all users will follow the working hours of the business. However, each user can have their own working hours. 
Info
Info: Editing their own working hours can be done by super admin, admin, and workspace admin. Additionally, staff can edit it if permission is enabled under Roles and Permissions.

To customize your available hours: 
  1. Click Customize to the right of the Working Hours section. 
  2. Modify the hours of the week.
    1. You can select or deselect the checkbox to include or remove the day, respectively.
    2. You can change the hours for a single day and select Apply to All to have it reflected for all days.
  3. Select the required time zone if you are working in a different time zone than the business. 
  4. Click Save. The customized working hours will be displayed. The set hours can be edited further using the Edit button.


    Idea
    Idea: To add the break time/lunch time, select the + icon and edit the available hours. For example, 9am - 1pm and 2pm - 6pm.

Reset customized available hours to default
Click Revert to reset your available hours to the default working hours of the business


6.2 Special working hours

Special working hours are the extra available days an hours in addition to your usual working hours. You will be made available for appointments on these additional hours. This is useful for weekends or any additional available time, such as special offers, extended hours to keep up with demand, and more.

To add special working hours:
  1. Click Add in the Special Working Hours section. A window will slide from the right.
     
  2. Choose whether to enable the All day checkbox.
    1. If All day is enabled, all the time slots will be opened for the entire day ignoring the usual working hours.
    2. If All day is disabled, slots will be opened only for the selected time.
  3. Choose From and To date and time. Specify the reason, if needed.
  4. Click Add.



    The hours added will be listed in the Special Working Hours section and can be edited or deleted if required.



6.3 Unavailability

It is the days/hours within your usual working hours during which you will be made unavailable for appointments. This can be useful for vacation, leave, or any unexpected work. 

To add unavailability:
  1. Click Add in the Unavailability section. A window will slide in from the right.
  2. Choose whether or not to enable the All day checkbox.
    1. If All day is enabled, you will be unavailable for the complete day.
    2. If All day is disabled, you will be unavailable for selected time.
  3. Choose From and To date and time. Specify the reason, if needed.
  4. Click Add.



    The added hours will be listed in the Unavailability section. It can be edited or deleted if required, using the respective buttons.




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