What are the types of calendar bookings available in Zoho CRM? 

1. Individual/user booking: This type of booking lists the meeting that has been booked by the logged in user. In this case, a salesperson can book a product demo meeting with a prospect if the salesperson has the proper profile permissions to create a meeting or call.
   
   

1. Team booking: If you want to assign other users to be hosts for meetings or calls, use the team booking feature. This category appears for users with admin profiles or for those who have permissions to manage calendar bookings. You can use team booking if you want to enable your customers to book a meeting with available team members. You can add internal users so that when a customer books a meeting, a host is automatically assigned to take that up in a round-robin pattern. 
   
   

Yes, a meeting will be automatically created in CRM when someone books an appointment and the host will be notified through email if the option is enabled in CRM calendar preferences. 

The meeting/call will be assigned to the selected users in a round-robin pattern.

---

You can create 25 active team bookings and three active user bookings in your CRM.

Which fields are mandatory for booking a meeting via calendar booking in CRM? 

The name and email fields are mandatory for booking meetings, whereas the name and phone fields are mandatory for calls—all of which are available by default in your calendar booking.

 

• You can add the link as an email signature. To do so, go to the Manage Calendar Booking window and then click More > Add to email signature for the booking you want to share. You will be redirected to the Insert Link page, where you need to add text to the Selected Text box. The booking URL will automatically populate. Enter the Title and click OK .  

• You can choose to embed the code to your website. There are three ways to accomplish this:
• Embed it as a  button which, when clicked, makes the booking page appear as an overlay.
• Embed it as a link .
• Embed it in-line in your website.

• You can also simply copy the link and share it via SMS, email, social media platforms, WhatsApp, and so on. In the Manage Calendar Booking window, click More for the booking you want to share. Click Copy Link  to add it to your clipboard, and then paste it to share it where you want.

While mapping an answer, you can map them to any fields supported in the CRM meetings and calls modules, respectively.

How do I schedule a call from the calendar?

1. Click on the Calendar icon on the modules tab in CRM.
   
2. Click the Create button.
   
3. Select Call  and then Schedule a call  in the dropdown.
   

Alternatively, you can schedule a call by clicking on the date in the calendar.

---

How do I change the weekly holidays in Calendar?

Weekly holidays fall on different days of the week in different countries. Follow these steps to change the days:

1. Click on the Calendar icon on the modules in your CRM.  
   
2. Choose a view – Day, Week or Month
   
3. Click Options > Preferences . 
     
   
4. Select the desired day from the Weekly Holiday pick-list fields. You can set two days as weekly holidays.   
   
5. Click Save. 
   

How do I create a meeting in CRM Calendar?

1. Click the Create link in the calendar.
   You can also click on the date or time slot in the calendar and create events. 
   
2. Specify the Title of the event and Location.
3. Select the All Day check box if you want to mark it as an all day event.
4. Select the From and To date and time.
   For an all day event, the option to set time is not available.
5. From the Host  drop-down list, choose the name of a user who will host the event.
   The users listed in the  Host  drop-down will be based on your role hierarchy. The event will be created in the calendar of the user who is hosting the event.
6. Select Leads, Contacts, or Other modules to specify what the event is related to.
7. Click the Change link, if you want to schedule the event to repeat on a daily, weekly, monthly or yearly basis.
   By default the Repeat option is None.
8. Click the Add link, if you want to invite participants to the event. You can select contacts, leads, user, and users from roles, groups, territories, etc.
   By default the Participants option is None. You can also specify the email address of contacts that are not in your Zoho CRM account and invite them to the event.
9. Set a Reminder for the event.
   By default, when you create an event, the reminder settings will be set based on the calendar preferences of the user who is hosting the event. However, you can change that, if required.
10. Click Add more details if you need other fields to be populated to add more details about the event.
11. Click Save.

Note

Meetings was previously known as Events in your CRM.

---

Why aren't tasks displayed in the Calendar?

The Zoho CRM Calendar lists meetings and calls by days, weeks and months. It shows the user a clear insight of the upcoming events. The Calendar displays only the meetings and calls, but it does not display the tasks created. The reason is that, Tasks are often created as a reminder to complete an activity and have a due date. Tasks are not scheduled, they can be completed at any time.  So tasks are not displayed in the Calendar.                                                             Unlike tasks, meetings are scheduled for a specific, definitive time, so they are displayed on the calendar. 

---

What is the file format accepted by Zoho CRM for calendar import or export?

Zoho CRM accepts the .ics format for import and export in Calendar.

---

How can I view other users' activities in the calendar?

Other users' activities can be viewed in the calendar depending on your role and position in the hierarchy of the organization.  Whether or not users can view other users' meetings depends on how the Reporting Hierarchy and Territory Hierarchy are configured in your organization. For example, the CEO can view the activities for all records, but a sales manager can only the meetings associated with their own subordinates' records and cannot see any information about their superiors' records. Two sales managers can view each others' records if the Share Data with Peers check box is selected for their role.

Navigate to Calendar > Options > Preferences to change the duration.

---

How can I set the hour view for a day as default?

The hour view is available in the  Day View  of the calendar. In addition, you can also select the Week or Month view.

---

We hope that this list of frequently asked questions about Calendar Booking is informative. If you still have questions that haven't been addressed, please  let us know. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below!