New feature: One-on-one services get their own booking preferences

New feature: One-on-one services get their own booking preferences

Dear Customers,

Booking preferences for your services are set at a workspace level. It works great when they all follow the same policies. What if you wanted your services to have policies and preferences of their own? With service-level preferences, you can do just that. Customize preferences for your one-on-one services and run your business better.

The story so far

All this while, how businesses accepted bookings was decided by the workspaces they were part of. This made sure that workspaces contained services that had similar preferences and policies. These settings were maintained at the workspace level and any changes made here got reflected uniformly across all services.

The downsides

Previously, businesses had services that faced the limitations below.

  • They couldn't have preferences different from that of their workspace

  • They had to be moved to a different workspace for matching preferences despite being in the correct logical grouping. This is only possible with a premium plan as the basic plan (and the forever free plans) come with a single workspace.

  • They had to incur inefficiencies due to incompatible preferences because they couldn't be customized.

  • They couldn't have different booking forms to suit their needs.

  • They couldn't send notifications at desired intervals and have custom messages for each service.

What's changed?

With service-level preferences, one-on-one services can have their own

  • Service Notifications

  • Service Preferences

  • Service Booking Form

What does this mean?

One-on-one services no longer need to follow workspace-level policies and preferences. Settings at the workspace level will only function as default presets and can be overridden for each service individually. The presets will be used only by newly created one-on-one services.

 

Changes made at the workspace level will not affect the preferences of one-on-one services associated with it. The preferences made at the service level will have the final say.

 Service Notifications

One-on-one services can have notifications sent to customers and staff for triggers and reminders sent at intervals different from those set at the workspace level. Notification messages can be customized as required for each service. You can also choose a sender email that is chosen for the workspace.

 

Let's assume that workspace preferences are set to send out email notifications when an appointment is booked or canceled. Previously, this can be changed only for all services and cannot be applied to only one service. But now, you can override this for your one-on-one service by choosing to send the notification even when the appointment is rescheduled.

Service Preferences

One-on-one services can have their own policies and preferences overriding the settings at the workspace level. The features that can be overridden include:

  • Let Customers Select Staff

  • Scheduling Interval

  • Time Zone Presets

  • Booking Confirmation Page

  • Booking Notice

  • Terms and Conditions

  • Cancelations & Reschedules 

Note: Language and Auto-generate Booking ID preferences still follow workspace-level settings.

Service Booking Form

One-on-one services can have additional fields in their booking forms or have a new form completely different from the booking form created for the workspace. You can customize the text on the confirmation button. You can still create all the custom fields available already and the settings that come with it.


Note: Group bookings and resource bookings will still follow workspace level settings.

Please take a look at our help documentation for more information.

 

Service Notifications

Service Preferences

Service Booking Form


With all these changes, we hope to provide you with all the utilities needed to customize one-on-one services.

And that's not all! Works are in full swing to provide service-level availability soonest. This will add more versatility to your one-on-one services and help you control how and when clients book with you. Happy scheduling!!

 

Please reach out to support@zohobookings.com should you have any questions or queries.

 

Try Zoho Bookings today and find the perfect time with your customers.

Start your free 15-day trial!






      • Sticky Posts

      • Zoho Bookings know-how: A hands-on workshop series

        Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.

      • Announcing: custom color palette + free workshop

        Hello everyone, We're excited to share new feature in Zoho Bookings—a color palette within booking page themes. You'll find this option under Manage Bookings > Workspaces > Booking Page Themes. You can customize the color of every element in your booking page and even alter the transparency of your background image. Please note that this is a paid feature included in the Basic and Premium plans. At the moment, it's available only under the Modern Web theme. This means you can create billions (7,

      • Complete walk-through of Zoho Bookings (video)

        Save time for both you and your customers. Use Zoho Bookings, the appointment scheduling app from Zoho, to free yourself from email and paper-based scheduling. Zoho Bookings can give you a common calendar by syncing multiple calendars, including yours and your staff's. Your customers can book a time convenient for them, and pay for services, through your website or the customizable webpage features available in Zoho Bookings. They'll also get emails reminding them about their appointments and any

      • New Features: Service Availability and staff booking page themes!

        Dear All,  Want a dedicated schedule for your one-on-one services? How would it feel to have one-on-one services open for consultations only during certain times? You need a superpower to make that happen and we give it to you - Service Availability is

      • Zoho Bookings has a new pricing - Pay per user

        Dear customers, Businesses around the world use Zoho Bookings. Customers have booked 1.5 million appointments and over 200K online meetings using Bookings. We are only set to cross more milestones, thanks to your support. We are excited to introduce to

        • Recent Topics

        • Store reviews module just got smarter in Zoho Apptics

          Hello, Apptics community! Every app deserves better visibility in the marketplace, and reviews play a crucial role in improving your app's App Store Optimization (ASO), rankings, and credibility across stores. That's why we've rolled out a set of enhancements

        • Try CRM for everyone button in the way of workflow

          Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.

        • Include EVERYTHING in Language Files

          Hey, we are building out a system, that needs to be translated. The language files lack a few things though. 1. Blueprint names 2. Canvas View elements like tab names Please include everything into these files, otherwise it's not really a multi language

        • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

          We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of

        • Allocating Salesman To Customer

          Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards

        • Shipment

          I have 70 shipments Out of which 40 delivery date are updated( since it is live tracked) 30 numbers i need to update manually. How to do it in bulk?

        • arabic not printing

          Qatar has a legal requirement to have invoices in English and Arabic. When writing invoice fields in Arabic, they don't print. Why?

        • How to show Order Number/SO Ref on Invoice emails

          When creating a sales order or invoice we have an option to input an order number or ref# (see attached images). For the Sales Order email template we can add a placeholder for the SO_REF. However, for the Invoice email template there's no option to reference

        • Specify in-line image size in question

          I have an image inserted into a file upload type question. I can click and drag the corner of the image to make it larger or smaller, but I would like to manually input the dimensions I need. No matter what size I make the image in photoshop before uploading

        • Can you limit who creates tags?

          Hi there, I'd like to find out if it's possible to limit which Agents create tags on Zoho desk. Thank you. 

        • Auto CC - Moving Departments

          We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

        • Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

          Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.

        • Customer paid excess. How do I record payment?

          A customer has paid me Rs. 7150 which is in excess. The amount due is Rs. 5388 I owe them Rs. 1762 back which I will be transferring to their account tomorrow. How do I get this entered into Zoho Books? I'm a little lost. :) Rishi

        • Search Bar Improvement for Zoho Commerce

          Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

        • Tabular View Report | Scale To Fit Screen

          Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap after

        • Why Server error in creatiing Landing Pages

          Hi Zoho Team, pls see my screenshot and tell me, what's wrong. Thx

        • Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria

          Hi folks,   I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit

        • Bulk update account type when adding a bill

          Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice could

        • How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?

          Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best

        • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

          I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

        • Canvas: Add Sections to Detail View

          Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and

        • Automation#32:Auto Add New Portal Users to the Help Center User Groups

          Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with

        • Cannot delete old accounts

          Hello, I try to delete old accounts from CRM, but it won't permit, saying documents are still linked to them. I searched in CRM and BOOKS, found some documents and deleted them, but still CRM won't delete them. Any idea how to do that ? I have a lot of

        • Offline mode on Android TV app?

          Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.

        • Choice-based Field Rules on Global Lists

          Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan

        • Tip #36- How to use Survey in Zoho Assist to capture valuable feedback from remote sessions- 'Insider Insights'

          How to use Survey in Zoho Assist to capture valuable feedback from remote sessions The survey feature allows technicians and customers to share their valuable feedback, contributing to the improvement of remote service quality. After the completion of

        • Narrative 3 - Comprehending User Management

          Behind the scenes of a successful ticketing system - BTS Series Narrative 3 - Comprehending User Management User management in a ticketing system includes important aspects of how administrators oversee user access, roles, and permissions. This process

        • Product Details's Description is lost

          Hi CRM lost its description in Product details subform. Can you make some test before deploy any update?

        • Sent items with shared folders

          Hello, this is in some way in between a problem and an idea.  When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is

        • Zoho Bookings Issues We are facing

          Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business.  1: SMS reminders for staff  There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if

        • Booking outside of scheduled availability

          Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

        • Run workflow on data import in Creator 6

          How to run a workflow on data import in Creator 6?

        • Multi Day booking for resources

          I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?

        • Add Usage & Voting Analytics for Knowledge Base Articles in Zoho SalesIQ

          Dear Zoho SalesIQ Team, We appreciate the current integration between Zoho Desk and Zoho SalesIQ that allows knowledge base articles to be synced and displayed to users directly within the SalesIQ chat interface. One valuable feature already available

        • Real-Time Alert or Status Indicator for WhatsApp Connection Issues in SalesIQ

          Hi Zoho Team, We’d like to request a feature enhancement in Zoho SalesIQ related to WhatsApp integration stability and visibility. Recently, we encountered a critical issue where our WhatsApp bot stopped responding to messages without any warning or alert

        • Customization of Chat Transcript Emails in Zoho SalesIQ

          Hi Zoho SalesIQ Team, I hope you're doing well. We would like to request the ability to customize the email template that is sent to clients when they request a chat transcript from SalesIQ. Currently, when a client clicks the button to receive their

        • Import from Linkedin

          Please provide a way to enable importing contact information for Contacts and Companies from Linkedin? Thanks

        • The ability to format text fields, ie when data is number or currency

          Hello, I have spent some time trying to determine how to accomplish this but it appears to be impossible. I want to merge a currency field from CRM into a PDF document. The CRM data shows $1,234, but when zSign gets the data it shows 1234 in the text

        • Tip of the Week #64– Customize your sidebar for a more focused workflow.

          When your shared spaces start filling up with too many views, it gets a little harder to zoom in on what really matters. You find yourself scrolling more than working, and the things that need your attention? They’re often buried down below. Custom sidebar

        • Zoho Social - Queries about GST invoices and subscription

          Hi, I am going to purchase the Zoho Social tool with a yearly subscription. So, can you please help me with my below queries: 1. How I get the monthly GST Invoices? 2. What is the process of subscription? 2. How to cancel a subscription?

        • Next Page