Customer Login Preferences
1. In the nutshell
Customer login preferences allows you to decide whether customers can book appointments as guests or required to sign in before booking. You can allow customers to book appointments as guests, registered users, or provide both options. This helps you to control the booking mode and adds flexibility to your booking flow at the business level.
2. Feature Availability
Customer login preferences:
- Super admin and admins can view and manage the settings of the customer login preferences.
- Managers can only view the settings of the customer login preferences.
- Staff cannot view or access the settings of the customer login preferences.
3.Overview
Customer Login Preferences help you efficiently manage the customer sign-in experience on your booking pages. You can choose login modes based on your business needs:
- Allow guest login – Enables quick and easy bookings without requiring an account for your customers.
- Allow registered login – Requires sign-in or account creation before booking; ideal for businesses that need to track customer history.
You can enable both guest and registered user login options, giving customers the flexibility to choose how they want to book. You can also configure the custom fields for registered login, which would be listed in the booking form. This setting is applied at the business level and will reflect across all associated booking pages.
4.Use case
Consider a managed IT services company, Zylker, that uses Zoho Bookings to schedule support sessions, consultations, and onboarding meetings. First-time customers prefer a quick booking experience without account creation, making guest login ideal. For contract-based clients, registered user login helps track booking history and manage ongoing services. To serve both groups effectively, Zylker enables both options, providing flexibility while ensuring a smooth and unified booking experience.
Solution with Customer Login Preferences:
The admin enables guest login for new or one-time clients to allow quick appointment booking without the need for account creation. For recurring or contract clients, a registered user login is used to track service details and maintain booking history. To cater to both user types seamlessly, the admin enables both options, giving customers the flexibility to book in the way that suits them best.
5. Steps to configure Customer Login Preferences
- Click the Settings
icon and Choose General at the top-right corner of the Zoho Bookings menu bar.
- Click on Customer Login Preferences to view the available login options for customers: Guest Login, Registered Login.
- Choose the tick box either one or both of the following options : Allow Guest Login, Allow Registered Login
- Click the +Add Field button under the Fields section to configure the custom fields, which are applicable only for the registered login option.
Note : You can configure the custom fields for the guest login under the workspace booking form. - Click Save to apply the settings.
6. Points to note
- The selected login preference applies to all booking pages under your business.
- Guests do not require an account, but their bookings will still be captured in your appointments tab.
- Changing the login mode here takes effect immediately across all the booking pages.
7. Related links
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Service Preferences
Service preferences allow you to set up booking policies and preferences for a particular service. Note: Configuring preferences here will override the policies and preferences at the workspace level. To access this section, click the required ...Policies and Preferences
Super admins and admins can view and edit this information. Managers can only view this information. Staff will not have access to this information. The Policies & Preferences section contains settings which control how customers interact with the ...Business Booking Page
1. In a nutshell A Business booking page serves as a centralized page/dashboard that showcases all the workspaces in your organization. This allows you to manage all event types by sharing your single business booking page link. This also allows ...Quickstart guide
Find the perfect time with your customers The fact that customer satisfaction is keystone to any business cannot be denied. With businesses increasingly becoming online, providing services to customer has only become more challenging. And also, with ...Booking, canceling, and rescheduling appointments through customer portal
Customers can book appointments as guests or they can register themselves and book appointments as portal users. Customer portal enables your customers to maintain individual accounts for themselves. Each account captures all their appointment ...
New to Zoho LandingPage?
Zoho LandingPage Resources