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 serviceAdditionally, 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 serviceswhile managers can only view themStaff 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 AvailabilityNotificationsPreferencesStaff 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 toA pop-up will appear.

  1. Select the Workspace to move the service to.

  1. Choose a Preferred Meeting Mode if required, then click MoveThis moves the service to the chosen workspace.

 

Points to Note

  • Preferred meeting mode has to be chosen in both the above cases.

 

 

 

 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now







                                                        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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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 Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • 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 ...
                                                                                                                          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