Copy or Move Services | Help - Zoho Bookings

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.


At times, a service could end up in the wrong workspace or no longer belong to its original workspace due to changes over time. In such cases, you have the option to move the service to a different workspace.

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

  1. Click Services on the Booking menu bar.

  1. Select the required service on the left pane. The Service Information tab will appear.

  1. Click the Make a Copy  icon at the top of the right pane. A pop-up will appear.


  1. Enter a Service Name and choose a Workspace.

  1. 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

  1. Click Services on the Booking menu bar. Select the required service on the left pane. The Service Information tab will appear.

  1. Click the three dotted icon next to Allocated Workspace and select Move to. A pop-up will appear.

  1. Select the Workspace to move the service to.

  1. 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.