Copy or Move Services
What Does This Page Cover?
Learn how you can create a new service in Bookings simply by copying an existing service. Additionally, learn how to move a service from one workspace to another.
Availability
This feature can be accessed by Zoho Bookings users of all plans.
Super Admins and admins can move and copy services, while managers can only view them. Staff cannot view these services.
Overview
When a new service is added, it involves configuring various settings like preferences, availability, notifications, and more. When multiple services need to be created, it can be time-consuming to configure the same settings repeatedly. To avoid this, a service can be copied to create new services with the same set of configurations.
Copy/Move Services in Bookings
In your services, you can perform the following actions:
Copy a service: A new service can be created by copying the settings of an existing service.
Move a service: A service can be moved from one workspace to another.
Steps to Copy a Service
Click Services on the Booking menu bar.
Select the required service on the left pane. The Service Information tab will appear.
Click the Make a Copy
icon at the top of the right pane. A pop-up will appear.
Enter a Service Name and choose a Workspace.
Choose a Preferred Meeting Mode if required, then click Make a Copy. This creates a new service in the chosen workspace.
All the settings such as Service Availability, Notifications, Preferences, Staff assigned, and Booking Form will be copied.
For group booking services, a staff has to be assigned while copying a service.
Sender email configuration and Booking page settings will follow the workspace settings where the service is saved.
Steps to Move a Service
Click Services on the Booking menu bar. Select the required service on the left pane. The Service Information tab will appear.
Click the three dotted
icon next to Allocated Workspace and select Move to. A pop-up will appear.
Select the Workspace to move the service to.
Choose a Preferred Meeting Mode if required, then click Move. This moves the service to the chosen workspace.
Points to Note
Preferred meeting mode has to be chosen in both the above cases.
Related Topics
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
Assigned Services
You can view the list of services assigned to you in this section. To view services assigned to you Go to My Profile in the menu bar. Click Assigned Services on the left. You can view the services assigned to you along with other details like service ...Workspace Services
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. The Services section under Workspaces lists all the services associated with the selected ...Staff Assigned Services
Super admins and admins can view and edit this information. Managers can only view this information. Staff can view their assigned services under My Profile > Assigned Services. In this section, you'll be able to do the following: View assigned ...Adding Resource Services
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. Resource booking refers to asset booking services—for example, renting a vehicle or a banquet ...Adding Group Booking services
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. Group booking refers to services that can accommodate multiple customers (up to the specified ...