Zoho Bookings extension for Zoho Desk

Zoho Bookings extension for Zoho Desk

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, Zoho Bookings extension can be installed in Zoho Desk.

 

By using this Zoho Bookings extension, an agent can share their bookings page link, view and schedule appointments right from the desk.

Highlights of this feature:

  • 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.



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 side.

  5. Select Zoho Bookings extension for Zoho Desk and click Install.

  6. On the installation page, do the following

    • Select the departments and profiles that can access this extension.

    • Click Install.

  7. Click Authorize to activate this extension.

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



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



  1. To share your bookings link, open a ticket and click the Bookings icon in the middle pane. This opens up the list of services that you offer under the Booking links tab.

  2. Hover over any service 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. 

To share a resource booking service, the respective staff should be selected as a staff-in-charge for that resource booking in Zoho Bookings. 
The Bookings history tab will display the list of services booked by the customer using the shared link.



View bookings calendar

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

  • Add appointments

  • Add special working hours

  • Add break time and block time.

  • View and export appointments. If you are an admin, you can view other staff calendars in your org. 



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



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. 


    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Zoho Bookings Browser Extension

                                                                                                                What does this page cover? Learn how to install and utilize Bookings browser extension to accelerate your scheduling process. Availability This extension can be accessed by Zoho Bookings users of all plans. Super admin, admin, manager, and staff can ...
                                                                                                              • Zoho Bookings for Zoho CRM plugin

                                                                                                                Users who have already installed the plugin, please do the below to get the latest changes 1. Update the plugin. 2. Revoke the access and reauthorize it. With the Zoho Bookings plugin, you can Schedule appointments with your Contacts and Leads in ...
                                                                                                              • Introduction to Zoho Bookings

                                                                                                                What is Zoho Bookings? Zoho Bookings, at its core, is an online tool your clients can use to book appointments with you. It gives you complete control over managing those scheduled events. Any service, such as a salon or clinic, requires a mutually ...
                                                                                                              • Set up a Zoho Bookings account

                                                                                                                Access the  login page of Zoho Bookings. You need only one Zoho account to access all Zoho services. So if you already have an account with Zoho, proceed to sign in. If you do not have a Zoho account, you can click on  Sign in with Google or other ...
                                                                                                              • Zoho Assist Integration

                                                                                                                Super admins and admins can configure, view and modify the Zoho Assist integration. Managers & Staff will not have access to this information. Zoho Bookings allows support, sales and other customer-facing teams to offer remote consultations through ...
                                                                                                                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