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
Log in to Zoho Desk.
Click the Setup icon in the menu bar.
Under Marketplace, select All.
Search for 'Zoho Bookings' in the search bar on the right side.
Select Zoho Bookings extension for Zoho Desk and click Install.
On the installation page, do the following
Select the departments and profiles that can access this extension.
Click Install.
Click Authorize to activate this extension.
Share bookings link
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.
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.
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.
To uninstall the extension
Click the Setup icon in the menu bar.
Under Marketplace, select All.
In the Marketplace place, click Installed extensions.
Choose Zoho Bookings extension for Zoho Desk from the list of extensions.
Click the more icon
and select Uninstall Extension.
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 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:
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
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 ...Zoho Bookings: Service Level Agreement (SLA)
Uptime Agreement Zoho assures a monthly uptime of 99.9% for all its users (This excludes the downtime resulting from scheduled maintenance, which will be notified to users in advance). Scheduled maintenance will be communicated to all users through ...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 ...