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




      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Install Zoho Bookings mobile app

                                                                                                                          1. In a nutshell You can download and install the Zoho Bookings mobile application from PlayStore or AppStore and access your appointments anytime from your mobile device. 2. Requirements You must have A Zoho Bookings account - If you have a Zoho ...
                                                                                                                        • Integrate Zoho Bookings with WhatsApp

                                                                                                                          1. In a nutshell WhatsApp integration in Zoho Bookings allows you to send appointment notifications and reminders directly to customers and users through WhatsApp. In the WhatsApp message, you can include dynamic variables and buttons for actions ...
                                                                                                                        • Zoho Bookings for Bigin

                                                                                                                          1. In a nutshell This topping syncs your Bigin and Bookings organizations and lets you manage all your customer details in one place. 2. Feature availability Available for all paid plans. Roles Super admins and admins can install and setup this ...
                                                                                                                        • Zoho Bookings browser extension

                                                                                                                          1. In a nutshell You can install Zoho Bookings extension on your browser and manage your appointments effortlessly without switching browser tabs. 2. Feature availability Available for all plans Roles All users can install and access this browser ...
                                                                                                                        • Integrate Zoho Bookings with Zoho Meeting

                                                                                                                          This 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 ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources