Announcement: Set permissions for your staff

Announcement: Set permissions for your staff

Hello Bookings Community, 

We are pleased to announce a new feature in our Bookings scheduler, Roles and Permissions. This powerful addition allows you to define permissions for your staff members, ensuring overall privacy.

 

Establishing permissions for staff is essential, as it is the backbone of a secure system. As a first step, we're introducing the ability to configure access permissions specifically for the staff roles. In the future, we will expand this functionality to other roles too. Let's have a quick rundown of what comes with this feature.

 

Profile permissions 

Currently, staff can edit their own profiles, except working hours. With this feature, admins can allow them to edit their own working hours.

 

Booking page permissions 

We provide separate booking page links for every staff member, service, and workspace. Currently, staff members can view all the booking page links. However, by setting view permissions, admins can determine whether staff members can view only the booking page links that they are assigned to, or if they can view all the booking page links within the platform.

 

Safeguard customer data 

Fine-tune permissions and have more control over customer information, ensuring data visibility. Admins can define whether staff can view, edit, add, delete, or export customer data. Additionally, admins can decide whether staff can access all customer data or only the data of customers who had booked with them.




Help documentation
 

To learn more about this feature, please read this help article.

 

Availability 

This feature is available for all paid plans.  

 

Hope you find value from our new feature. We're eager to bring in more enhancements in the future. Please share your suggestions and queries in the comments or feel free to write to support@zohobookings.com.

 

Regards,

The Zoho Bookings Team

 

 

 

 

 



      • Sticky Posts

      • 📣📣 Zoho Bookings - Feature Roadmap 2024

        Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in
      • Attention: Scheduled Maintenance at US DC on Dec 19, 2024

        Dear Bookings users, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the accounts
      • Important: DKIM verification needed for unauthenticated email domains

        Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Feb-2025
      • Introducing Appointment Title Customization

        Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
      • Attention: Important updates to the payment gateway integrations

        Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make the

        • Recent Topics

        • Can't import certain invoices after migration to Germany Edition

          Hi there, I need to do an import of invoices into Zoho Books. The process worked smoothly before we migrated to the Books Germany Edition in December 2024. It does import 13 out of 14 invoices from my csv-file. For the one it does not import I get the
        • Restriction in assigning signer fields for the "Approver" role in APIs and internal integrations

          Hi, Zoho Sign's intended design is offering two actions to the recipient - Needs to sign (if you wish your recipient to add information to the document; signature, for instance) or Approver (someone who has to approve the content of the document and must
        • Create deal from estimate

          Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?
        • Want to upload images to custom image fields using zoho crm api v2.

          Hi i want to upload image to my custom image field from third party application using zoho crm api v2 . Please tell me how i can do this? Thanks
        • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

          I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
        • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

          I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
        • Change Invoice Prices for an Effective Date

          Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific
        • Related list Mobile Device

          Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts
        • How can I visualize the events of a pipeline records?

          Hi I need a list of events, including the date and address of the event related to the pipeline record. Can I do that? I know that for every pipeline record I can create events associated (Tasks, events, calls). But what I need it is an easy way to get
        • Unlocking New Horizons: A Year in Review

          As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
        • Creating smart filters manually

          Hi Team, One of my colleagues accidentally deleted the Notification folder in Zoho Mail. Now all the emails are directing to spam instead of inbox. Is there any way to create the smart filter manually?. With Regards, Logeswar V
        • How to send binary data in invokeurl task?

          Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the
        • When Email is sent, automatically have information be stored inside.

          Hi there, I just wanted to know if it was feasible to make it so that when i receive an email to a specific email, all of the information or contents would be filled up inside of leads. This will help me with another side of the process that im working
        • can we split the Whatsapp Message (Business Messaging) to only appear to certain user?

          I know that we can split the leads record if a user send a message through Whatsapp API in here as you can see from the image above, we assign two users to handle the messages but it seems to me that all users can see all messages in the 'Message' module
        • Can we customize the default client-facing icons?

          Is there any way to customize the client-facing icons that display in the Zoho Bookings UI?  For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service."  The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to
        • Limit excceding issue in zoho creator

          I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me
        • ZOho Booking and CRM integration.

          We are using Zoho Booking wiht Zoho CRM in a custom module. Inside our module we use the option to book a meeting with the customer. This part works great we feed the field to the URL and everything work 100%. Now my issue is that I was not able to find
        • [Product update] Instagram Profile Integration with Zoho Analytics

          Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta will deprecate certain metrics from January 8, 2025 as per their announcement in this document. To ensure uninterrupted syncs in
        • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

          Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
        • Zoho CRM - how to change SuperAdmin

          Hi there - I'm looking for current guidance on how to change the Zoho superadmin for our company - I'm transitioning out of my role and need to delegate to another adminisstrator
        • Translation support expanded for Modules, Subforms and Related Lists

          Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
        • Automatic Portal invite

          We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?
        • Pass json to ZDK.Client.openMailer TO parameter

          Hello I try to make send emails to a list of emails with : ZDK.Client.openMailer({ from: 'example@zoho.com', to: details_output, subject: 'test Mailing List', body: 'Test Mailing List Body' }); where details_output is an array like : [{ "email": "testcarte18078@test.com",
        • Create a field in Leads that is displayed in Contacts and Accounts

          I am trying to set it up so that if I create a field "Deals" which I have set up in the Deals module, that any selection made in the Leads module when this is converted to Contact that the selection made under the Deals field in the Leads module will
        • Zoho Analytics in 2024: A look back

          Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.
        • Approval Processes Issue

          Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by different
        • Useful enhancements to Mail Merge in Zoho CRM

          Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
        • Bulk create tasks - Zoho Projects API

          Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks
        • Function Needed: Update Account or Contact Profile Image

          Hey there! Zoho doesn't have the ability to automatically populate company logo or contact images once a domain/email is added to a record. This can be done via Clearbit's Logo API: https://clearbit.com/logo  I would like to create a deluge script that
        • Whatsapp Limitation Questions

          Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
        • Mass Email and security

          When I send a mass email to multiple candidates, can they see each other's emails?
        • Context and convenience just got better with Zia's email intelligence

          Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
        • Add home page or dashboard in CRM customer portal

          is it possible to add home page or dashboard in CRM customer portal?
        • Zoho mail stopped receiving emails

          My Zoho email addresses that are linked to a domain suddenly stopped receiving messages yesterday, even though I've been using Zoho mail without problems for 1,5 years. I receive this reply to test emails: "553 Relaying disallowed". Due to this, my SMTP
        • WebDAV / FTP / SFTP protocols for syncing

          I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.
        • Download all the Attachment From Document Section Zoho Project

          Hello Team, I hope this message finds you well. I am currently facing an issue while trying to download all the documents associated with a Zoho project. Here’s the scenario: We have more than 150 tasks in a single project. Each task may have documents
        • Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?

          Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named
        • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

          hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
        • Change Last Name to not required in Leads

          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
        • Auto-sync field of lookup value

          This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
        • Next Page