Appointment Title Customization
What Does This Page Cover?
Learn how to customize your appointment title and have more control on how you label and organize your appointments, enhancing organization and productivity.
Availability
This feature is available for all paid plans.
Super admins and admins can access this feature. Managers can view it, while staff cannot view the configured settings but can view the customized title in the calendar.
Overview
An appointment title provides a glimpse of the appointment, and having a customized title is more efficient as it gives a concise overview of the appointment without opening the summary. This is particularly beneficial for individuals who are managing multiple appointments, as dynamic titles can include participant and service names, aiding in quick identification and organization.
Appointment Title in Zoho Bookings
Zoho Bookings let you have a customized appointment title by including variables according to your preferences. This will be applied to the event title in calendar invites. It will also be used as titles of online meetings(Zoho Meeting, Google Meet, Zoom Meeting, Microsoft Teams, Zoho CRM Calendar), Zoho Assist sessions, and ICS files.
Steps to Customize Appointment Title
Click Services on the Bookings menu bar.
Select the required service from the left pane and click Service Preferences in the middle pane.
Under the General section, you can see the Appointment Title Customization option. In the text box, add the required text.
Click Insert Variable to the right of the text box to include variables in the title.
Click Save.
Things to Know
The list of pre-defined variables that are available to be included in the title can be referred below:
Variable Name | Variable Value | Description |
Business |
|
|
Business Name | %businessname% | Name of the business |
Staff |
|
|
Staff Name | %staffname% | Name of the Staff who is booked for the appointment |
Co-Hosts | %cohosts% | List of staff names in collective booking other than the organizer. |
Service |
|
|
Service Name | %servicename% | Name of the service |
Appointment |
|
|
Appointment Id | %appointmentid% | Unique ID of the appointment |
Booking Id | %invoiceid% | Unique ID of the appointment |
Duration | %appointment_duration%
| Appointment duration. Depends upon a toggle; please refer here. |
Customer |
|
|
Customer Name | %customername% | Name of the customer |
Customer First Name | %customer_first_name% | First name of the customer |
Customer Last Name | %customer_last_name% | Last name of the customer |
Customer Email | %customeremail% | Customer's email address |
Customer Contact Number | %customercontactnumber% | Contact number of the customer |
Custom Field |
|
|
<Custom_field_name> | %customer_<Custom_Field_Name>%
| Value of custom field in the Booking Form |
Points to Note
The duration of the appointment is based on the Include Buffer Time in Calendar Invites toggle in Service Information.
If it is set to Yes, then the duration returns pre-buffer + appointment duration + post-buffer.
If it is set to No, then the duration returns the actual appointment duration alone.
For existing users, the current calendar event title will be used until they customize the appointment title.
Limitations
A maximum of 255 characters can be set as the title.
Related Topics
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:
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
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Appointment status and Payment status
Learn about the different statuses in Bookings. Appointment status Payment status Appointment and payment status can be edited from both list view and calendar view. Appointment status A status of the appointment lets you know where it stands. The ...Zoom Meetings Integration
Super admins and admins can configure, view and modify the Zoom Meetings integration. Managers & staff will not have access to this information. Zoho Bookings allows support, sales, and other customer-facing teams to offer online consultations ...Booking Page Themes
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. There are four pre-defined themes along with numerous color options to choose from, for your ...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 ...