Customize Booking Page | Zoho Bookings Help

Customize your Booking Page

Before you start customizing the booking page, learn about the types of booking pages .

We have three types of booking page:

  • Workspace booking page - This page lists all the services under a workspace. Customers can choose a service and book an appointment.

You can customize the look and content of these booking page in their respective menu.

A booking page without any customization:

 

Booking page after customization:

Note: The theme chosen for a workspace booking page will be applied to all the service booking page under it.

Let's explore the various options for customizing the booking page.

Alert:   Customization is only available for the Paid plan.

 

1. Business logo and name

You can have your business logo and name on the top of the booking page as shown in the above image marked as (1).

To add this:

  1. Navigate to the Settings icon > Workspaces > select the required workspace > Booking Page Settings.  

  1. In the Header Elements section, upload the logo and enter your business name as the title.
    Logo image file size should be less than 5 MB. The image can have a height of 50 px and a width of 50 px to 110 px. Applicable file types are JPG, PNG, and GIF. Title can have a maximum of 50 characters.

The footer section (marked as 2 in the above image) can be used to display your social media links (Facebook, X, Instagram), email address, and contact number.

To add this:

  1. Navigate to the Settings icon > Workspaces > select the required workspace > Booking Page Settings.

  1. Under the Footer Elements section, add your contact number, email address, Facebook, X, and Instagram details.

Note: Make sure the eye icon on the left is enabled in order to display this on the booking page.



3. Page title and description

You can have a page title and a description , as shown in the above image marked as (3). This space can be used to show welcome messages and instructions about booking.

To add this:

  1. Navigate to the Settings icon > Workspaces > select the required workspace > Booking Page Themes.

  1. In the Page Elements section, enter theTitle and Description.
    Maximum characters allowed: Title - 50 and Description - 2000



4. Powered by Zoho Bookings

You can keep or remove "Powered by Zoho Bookings" at the footer of the booking page. This option is available only for Premium users.

 

To remove this:

  1. Navigate to the Settings icon > General > Basic Information .

  1. Disable the Zoho Bookings Branding toggle to remove it.



5. Background image

You can have a background image for the booking page. It is recommended to have an image that aligns with your brand.

To setup this:

  1. Navigate to the Settings icon > Workspaces > select the required workspace > Booking Page Themes.

  1. Under Page Elements, upload the background picture next to the image.
    Please note that only Modern Web and Default theme can have background images.
    The image can have a maximum size of 5 MB, and a maximum of 1000px for width, and 300px for height. Applicable file types are jpg, png, jpeg, gif.

 

6. Colors

You can set colors for the button and text on the booking page. We recommend that you have an apt button and text colors that are suitable for your background image. You can extract colors from your background image and use them .

To do this:

  1. Go to any online image color picker tools and select two colors from your image, preferably two contrast colors. Get the color codes of those two colors.

  1. In Zoho Bookings, navigate to the Settings icon > Workspaces > s elect the required workspace > Booking Page Themes .  

  1. Choose Modern Web Theme. Under Color options, select the last option.

  1. A pop-up window will open. Enter a color code in the background color and button text color. Enter another color code in the button color. Feel free to play with the colors.
    Learn more on this here .

 



Try It Out:

You can try this theme in your bookings account and experience our rich customization.

  1. Download the sample image from the attachment section at the end of this article. 
    Copyright: This image is solely intended to be explored within Bookings account and may not be used for any professional or monetary purpose.

  1. Set this as background in Workspace > Booking Page Themes. Set transparency to 80%.

  1. Now, let's give color codes to the button and text. Click the last image in the color palette. Use the below color codes.

    • Background Color: #E5D6B6

    • Text Color: #000000

    • Button Color: #6F8704

    • Button Text Color: #E5D6B6

  1. Click Apply. Preview your booking page.


7. Button text

Bookings can serve multiple purposes, and the phrase "Book appointment" may not be appropriate in certain situations. For example , when reserving a demo session, it would be more suitable to use the text "Book a demo."

The button text "Book appointment" can be customized according to your preferences. (marked as (7) in the above image)

To setup this:

  1. Navigate to the Settings icon > Workspaces > select the required workspace > Booking Page Themes .

  1. Choose Modern Web Theme. In the Page Elements section, enter the button text (up to 50 characters) as required next to Button Text .

Note: This is applicable only for the Modern Web theme.     

8. Reorder services

You can change the order of services on the workspace booking page.

To do this:

  1. Navigate to the Settings icon > Workspaces > select the required workspace > Services .

  1. Hover over the services to view a six-dotted icon. Drag it and rearrange the services.



9. Staff selection

The second dropdown in the above booking page is the staff selection. You can customize staff selection in three ways.

  • Remove the staff selection dropdown on the booking page.

  • Allow customer to decide the staff member.

  • Include an auto-assign option in staff selection. If the customer doesn't choose a staff member, then an available staff member will be assigned automatically on a round-robin basis.

 

a. Remove staff member selection:

You can remove staff dropdown on the booking page. Staff will be assigned to the service on a round - robin basis.

  1. Click Services, select the required service, then click Service Preferences .

  1. Under the General section, disable the Let Customers Select Staff toggle. This will stop showing staff member selection on the booking page.

 

b. Allow customer to decide the staff member :

You can allow the customers to select their preferred staff for the appointment.

  1. Click Services, select the required service, then click Service Preferences.

  1. Under the General section, enable the Let Customers Select Staff member.

 

c. Include auto-assign option:

Including an auto-assign option can be a valuable addition when customers are unsure about choosing a staff member. Staff members will be assigned on a round - robin basis depending upon their workload.

To do this:

  1. Click Services, select the required service, then click Service Preferences.

  1. Under the General section, make sure you enable the Let Customers Select Staff toggle and select the include auto-assign staff in the staff list checkbox. This will add auto-assign as an option along with other staff names.

     

10. Timezone options

There are three possible timezone settings. You can set the customer's time zone, the business time zone, or any other timezone.

To do this:

  1. Click Services, select the required service, then click Service Preferences .

  1. Under the General section, click the edit icon next to TimeZone Presets .

  1. A pop-up will appear. In the dropdown, you can select any one of the below options:

    • Business time zone : The timezone set for the business will be displayed on the booking page.

    • Customer's local time zone : This will detect the customer's local time zone and display it on the booking page.

    • Any other timezone : Any custom time zone.

  1. Click Save.

 

 

In the above TimeZone Presets window, you can use the checkboxes to setup the display options. You have three display options for timezone.

  • Show timezone: Select the Show time zone in Booking Page checkbox .

  • Hide timezone: Deselect the Show time zone in Booking Page checkbox.

  • Show but prevent it from editing: Select both the Show time zone in Booking Page checkbox and the Lock time zone in Booking Page checkbox .
     

11. Scheduling time interval


Let's say you offer a service that lasts for
two hours. However, this doesn't mean that customers should be restricted to specific time slots, such as 9 am -11 am , 11 am -1 pm , 1 pm -3 pm , and so on, when making appointments. They should have the freedom to schedule appointments at any time, even in fractional intervals like 9:30 or 9:15, without being restricted to strict two -hour divisions of your schedule.

This is why we have the scheduling interval option where you can set how to split your time. The above image shows the time is split into 15-minute intervals. N ote that this division does not imply that the service duration is only 15 minutes. Instead, it allows for more versatile time options, enabling customers to choose specific time slots within the overall two -hour service duration.

To set this:

  1. Click Services, select the required service, then click Service Preferences.

  1. Under the General section, click the edit icon next to Scheduling Interval. You can set it in minutes or hours. Click Save. On the booking page, you can see that your time is divided accordingly.

Please note that each service can have different scheduling intervals.

12.  Booking form - show/hide/mandatory



Once the customer selects the slot, a
booking form will be shown where they can enter their details. You can include additional fields as needed. Bookings support seven types of fields.

  1. Single line: For short answers

  1. Multi-line: For multiple lines of info (works well with questions like, "Do you have any special instructions?")

  1. Alternative email address: Enables customers to add another email address

  1. Checkbox: Enables customers to choose multiple options

  1. Dropdown: Ensures customers choose only one option from a list

  1. Radio button: Allows customers to choose a single option

  1. Date: Gives customers the ability to choose a date

 

To customize this:

  1. Click Services, then click Service Booking Form.

  1. Under the Fields section, you can perform the following:

    • Add a field by clicking the Add Field button on the right side.

    • Edit the existing field.

    • Mark a field as mandatory/optional.

    • Rearrange the order of field.

 

13. Confirmation button text

The confirmation button text "Schedule Appointment" can be modified according to your preference. You can set different text for free and paid appointments.

To do this:  

  1. Click Services, then click Service Booking Form.

  1. Under the Booking Confirmation Button section, enter the required text.

 

14. Terms and conditions  

Terms and conditions in the booking page are for legal protection and clarifying the expectations between the service provider and the customer. You can add terms and conditions in the booking form at workspace level or service level. It is recommended to have this set at service level.

 

To add this:

  1. For Service level: Click Services, select a required service, then click Service Preferences.
    For Workspace level: Navigate to the Settings icon > Workspaces > select a required workspace > Policies & Preferences.

  1. Under the Terms and Conditions section, enable the toggle.

  1. Enter the required text in the message text box. You can include a link in your message and redirect to read your policy page. Click Save .

15. Guest/Registered users

You can allow the customer to register while booking . This can help them view and manage their appointments easily. You can enable or disable this on your booking page.

To do this:

  1. Navigate to the Settings icon > Workspaces > select a required workspace > Booking Form .

  1. Under the Registered Users tab, select the Booking as a registered user checkbox . This will show options to sign in or sign up on the booking page.

  1. If you want to remove the sign in and sign up options, disable the same checkbox Booking as a registered user .

 

Points to remember:  

  • Workspace settings are only applied to services during creation, acting as templates. Subsequent modifications to workspace settings won't be reflect ed in existing services.

  • It is recommended to make changes at the service level.

 

 

 


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