Zoho Bookings
What is Zoho Bookings?
Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.
How to connect your Zoho Bookings account to Zoho Flow
- Select the trigger or action required. If you select a trigger, click Next.
- If there are no existing Zoho Bookings connections in your account, click Connect. Otherwise, click +New.
Alternatively, you can create a new connection by navigating to Settings, then Connections. Click Create connection and choose Zoho Bookings. - Enter a connection name, then click Authorize.
- Click Accept to allow Zoho Flow to access your account.
API documentation
If you experience any Zoho Bookings-related errors in your flows, or if you wish to learn more about the Zoho Bookings API, the API documentation can be found here.
Triggers and actions available in Zoho Flow
Triggers
Appointment booked
Use this trigger to capture newly-created appointments and perform actions such as sending confirmation emails, updating calendars, or syncing data with other applications.
Appointment canceled
This trigger allows you to receive notifications and perform actions when an appointment is canceled in Zoho Bookings, helping you manage staff schedules, send rescheduling options, and more.
Appointment marked as completed
Use this trigger to detect when appointments are marked as completed, letting you automatically send feedback forms, generate reports, or update customer records.
Appointment marked as no-show
With this trigger, you can receive alerts when appointments are marked as no-shows, letting you follow up with clients, manage resources, or update their records.
Appointment rescheduled
This trigger lets you capture appointment rescheduling events and perform actions such as notifying participants, updating calendars, or sending reminders for the new date and time.
Actions
Fetch availability
Use this action to retrieve the availability of resources such as staff members and meeting rooms, allowing you to check their schedules and plan new appointments accordingly.
Create appointment
This action lets you create new appointments in Zoho Bookings. You can provide details such as date, time, participants, and services, to streamline your booking process.
Create service
Use this action to add new services to your Zoho Bookings account. You can specify service details such as name, description, duration, and pricing for your customers to book appointments.
Fetch appointment
With this action, you can retrieve specific appointment details from Zoho Bookings based on search criteria, helping you access and use appointment data in your flow's subsequent actions.
Fetch service
This action allows you to retrieve details of a specific service, enabling you to access its details, availability, and other relevant data for other actions in your flow.
Reschedule appointment
Use this action to reschedule your existing appointments in Zoho Bookings. You can modify its date, time, assigned resources, and more.
Update appointment
This action lets you update the specific details of an existing appointment, such as date, time, participant information, or appointment status to keep your booking records accurate and up-to-date.
Update service
Use this action to update the details of a particular service in Zoho Bookings.
Common Problems
1. Problem with accessing custom fields
The Zoho Bookings API provides all your custom-created fields under an object labeled 'customer_more_info'. You can access them by mapping this variable (Customer more info) from the Insert Variables section, and then editing the formula in the following manner:
${trigger.customer_more_info.<custom_field>}
For example, if you have labeled a custom field as 'Reference', then you can access your custom field by modifying the formula as follows:
- ${trigger.customer_more_info.Reference}
However, if the label contains spaces instead of underscores (_), you will need to use double underscores (__) in the formula for it to function correctly. For example, if the field name is 'Referred by', your modified formula should be:
- ${trigger.customer_more_info.Referred__by}