Zoho Bookings for Zoho Desk extension - Zoho Bookings Help

Zoho Bookings for Zoho Desk extension

AlertThis page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page. Bookings 2.0 is available only for new users signed up after 08-Feb-2025. It will be available for all users shortly.

1. In a nutshell

By using the Zoho Bookings extension, a support agent can share their booking links, view and schedule appointments right from Zoho Desk.


2. Feature availability


3. Overview

Zoho Desk is a customer service portal where agents can provide support to customers and solve their issues. Agents and customers can schedule appointments when more assistance is needed. To simplify scheduling, the Zoho Bookings extension can be installed in Zoho Desk.


Key benefits of this extension

  • Send your booking links to customers in Zoho Desk and let them self-schedule with you. 
  • View and manage your appointments in Zoho Desk.
  • Share your schedule without switching between Zoho Bookings and Desk.
  • Get notifications directly in the ticket when appointments are scheduled, rescheduled, or canceled.


4. Steps to install the extension

  1. Log in to Zoho Desk.
  2. Click the Setup icon in the menu bar.
  3. Under Marketplace, select All.
  4. Search for 'Zoho Bookings' in the search bar on the right.
  5. Select Zoho Bookings extension for Zoho Desk and click Install.
  6. On the installation page, do the following:
  1. Select the departments and profiles that can access this extension.
  2. Click Install.
  1. Click Authorize to activate this extension.



    After the installation, you can access the Bookings extension in the middle pane of the ticket.



    You can access Zoho Bookings by clicking the more icon      in the menu bar.



5. What you can do with this extension?


  1. To share your booking link, open a ticket and click the Bookings icon  in the middle pane. This opens up the list of event types that you offer under the Booking Links tab.
  2. Hover over any event type and there will be two icons: Copy and Insert link. You can use any of the options to share your booking link with the customers. If an appointment is scheduled, it will be added in the comments section. 


Info
Info: To share a resource booking service, the respective user should be selected as the in-charge for that resource in Zoho Bookings. 

            The Bookings history tab will display the list of event types booked by the customer using the shared link.





5.2 View bookings 

Click the more icon  in the menu bar to view your bookings. You'll be able to do the following.

  • Add appointments
  • Add special working hours
  • Add break time and block time.
  • View appointments. If you are an admin, you can view other users' appointments in your org.


While adding appointments, you can choose Desk/Bookings customer and add accordingly.


6. Steps to uninstall the extension

  1. Click the Setup icon in the menu bar.
  2. Under Marketplace, select All.
  3. In the Marketplace place, click Installed extensions.
  4. Choose Zoho Bookings extension for Zoho Desk from the list of extensions.
  5. Click the more icon  and select Uninstall Extension.
  6. Click Confirm. 


7. Related links