What's New - March 2025 | Zoho Backstage

What's New - March 2025 | Zoho Backstage

Hello there,
 
We’re thrilled to introduce a much-awaited lineup of powerful features and enhancements designed to fulfill your event management needs. Here's a round-up of the latest updates that will enhance your experience with Zoho Backstage this month.

Offer Tickets 

Early bird and limited-time offers are powerful tools to boost ticket sales and generate early revenue. With the new Offer Tickets feature, you can create multiple offers as tiers within a single ticket class, making the process more streamlined and automated.

Previously, you had to create separate ticket classes for each offer and manually manage their availability. Now, you can:
  • Add multiple offers under a single ticket class
  • Automate the offer start and stop conditions
  • Reduce manual intervention
Key benefits
 
  • Increased marketing impact: Time-sensitive discounts create a sense of urgency, encouraging faster ticket purchases.
  • Early revenue and cash flow: Early sales provide immediate cash flow to cover event expenses like venue deposits, marketing, and logistics.
  • Leverage Psychological Triggers:
    • FOMO (Fear of Missing Out): Limited-time availability compels attendees to act quickly.
    • Perceived Savings: Attendees feel they are getting a deal, making them more likely to buy.
How to use
 
Setting up offers



You can add offers as tiers within a ticket class and configure their availability based on:
  • Time: Set specific start and end dates for the offer.
  • Quantity: Define the number of tickets available at the offer price.
Flexible offer progression
 
From the second offer onward, you can choose to automatically start the next offer when the previous one ends. Or, set a custom start date for the new offer.

Customizing offer display

You can customize how offers are displayed on your event website using the Website Designer. The offer card can show:


  • Current Offer
  • Previous Offer
  • Next Offer
  • Both Previous and Next Offers
This flexibility helps you highlight the most relevant deals and enhance visibility.
 
Good to know 
  • During the ticket purchase process, the offer name appears alongside the ticket class name. The order summary clearly displays the applied offer.
  • After attendees purchase their tickets, the "Your Orders" section displays the offer name along with the ticket class name. The invoice also reflects the offer name for transparency.
  • When manually adding an order, any valid offers associated with the ticket class are applied automatically. There's no need for manual price adjustments.
  • During check-in, only the original ticket class amount is displayed.
  • Offer-tiered tickets cannot be selected during manual check-in.
Click here to learn more. 

Tax Rules - Canada (Early access)

Accurate tax calculation is essential for ensuring compliance and transparency in event management. With the new Tax Rules feature for Canada, you can automatically apply the correct tax rates based on your event location, making tax management simpler and more efficient. Zoho Backstage now allows you to create tax rules for all 10 provinces and 3 territories, which can be selected and applied to an event automatically, ensuring the correct tax rates are applied without manual adjustments. This feature supports in-person, hybrid, and online events, offering flexibility and accuracy.
 
The Canadian tax rule engine covers 10 provinces, 3 territories, multiple tax agencies, and 12 sales tax rates, providing a comprehensive solution for handling event-related taxes.
 


How do taxes work on Canadian events?  
 
For in-person and hybrid events, the tax rate is determined by the event’s physical location, based on the Place of Supply, in compliance with Canada Revenue Agency (CRA) regulations. This ensures attendees are charged the appropriate tax rate according to the province or territory where the event takes place.
 
For online events, where no physical venue exists, the tax is calculated based on the attendee’s location. This ensures the correct sales tax is applied, even when attendees purchase tickets from different provinces or countries.
 
How to use
 
To enable Canada Tax Rules, configure your organization’s location:
  1. Go to Portal Settings > Payments and Tax.
  2. Select Canada as the organization location. 
Once configured, the system automatically populates:
  • 12 default tax rates covering all provinces and territories.
  • 13 tax rules (one for each region).
  • A default rule for online events, applying the correct tax based on the attendee’s location.
  • 5 tax agencies for accurate tax handling. 
You can create new tax rates, groups, and authorities to meet your event’s specific needs. Additionally, you can add custom tax rules for both in-person/hybrid and online events, giving you full control over how taxes are applied.
 
Applying Tax Rules to In-Person and Hybrid events  


 
For in-person and hybrid events, Zoho Backstage automatically suggests tax rules based on the event location. The 13 default tax rules cover all Canadian provinces and territories. If the event location changes, the system automatically updates the relevant tax rules to reflect the new region’s rates.
 
You can also create custom tax rules by selecting a specific province or territory and applying a custom tax rate, offering greater flexibility for managing event taxes.
 
Applying Tax Rules to Virtual events
 
For online events, the system uses a default tax rule that covers all Canadian provinces and territories. Taxes are applied based on the attendee's location.
 
Canadian attendees are charged the applicable provincial tax rate.
International attendees are assigned a zero tax rate by default.
 
If you need to apply taxes to international attendees, you can create new tax rules tailored for online events, ensuring compliance with international tax regulations.
Info
  • Tax rules in Zoho Backstage are flexible and dynamic. You can modify them at any time during your event setup. However, changes will only apply to new transactions. Existing transactions will retain the original tax rule, ensuring previous purchases remain unaffected.
  • If you select a non-Canadian location for your event, the Canada Tax Rule will not be applied. This ensures taxes are only charged where applicable, preventing errors in cross-border events.

Event Category  


Categorize and filter events based on custom classifications for organizers and attendees to find and manage events easily. This new addition is aimed at improving event management by giving organizers the flexibility to create, manage, and filter events using custom categories. Organizers can now create up to 100 custom categories when setting up an event, giving them the freedom to define categories that suit their specific needs.
 
Previously, categories selected in Event Info were not utilized elsewhere, and there was no option to add new/manage categories.
Now, organizers can tailor categories to their specific needs and filter them on the Event Directory.

To access: 
  • While Creating an Event: On the Event Info page.
  • For Category Management: Under Portal Settings > Branding > Event Category.
Permissions:
 
Portal Owners & Admins:
  • Add, edit, and delete custom categories.
  • Cannot edit or delete default categories.
Event Organizers:
  • Can only add new categories.
  • Cannot edit or delete existing custom or default categories.


Other Enhancements 

Floor plan Focus Area 



The Focus Area in the floor plan refers to designated spaces within the event venue that are visually highlighted to draw attention to specific sections, such as booths, stages, or key locations. These areas allow organizers to emphasize important spots, making navigation easier for attendees and improving the overall flow of the event. Focus areas help guide visitors to essential parts of the venue, enhancing their event experience.

Custom Dates for  ticket classes (Early access)

In cases where smaller sessions or events (like welcome events, after-event parties, etc.) occur before or after the main event, this feature allows organizers to assign specific dates to separate ticket classes, ensuring tickets are only valid for the selected dates.
Info
Custom dates can be set within 30 days before or after the main event.

New WhatsApp triggers and templates 

The WhatsApp Integration, designed to enhance communication and engagement with all event stakeholders, now includes new triggers and templates to facilitate messaging and ensure timely updates for everyone.
 
For Purchasers:
  • Send Registration Confirmation: Instantly confirm registration to enhance the attendee experience.
  • Order Canceled: Notify purchasers promptly in case of any order cancellations.
For Speakers:
  • Welcome Speaker: Extend a warm welcome to our speakers and set a positive tone for their participation.
  • Speaker Added to a Session: Inform speakers when they’re added to a session, ensuring they are well-prepared.
  • Speaker Removed from a Session: Provide timely updates should there be any changes to their session involvement.
For Sponsors:
  • Thank a Sponsor Before Website is Live: Show appreciation early on, fostering positive relationships with sponsors.
  • Welcome and Thank Sponsor After Website is Live: Acknowledge sponsors publicly once the event website goes live.
  • Deny Sponsor Proposal: Deliver sensitive information with professionalism and clarity.
  • Acknowledge Sponsor Proposal: Confirm receipt of sponsor proposals, keeping communication open and transparent.
For Participants:
  • Event Canceled: Quickly inform participants in the event of cancellations, ensuring they’re kept in the loop.
We are continuously refining Zoho Backstage to make your event management experience even more powerful and intuitive. Stay tuned for more updates in the coming months!
 

If you have any questions, please contact support@zohobackstage.com


        • Recent Topics

        • Payment Card or Identity form-fill from Vault?

          Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned
        • Ability to add VAT to Retainer Invoices

          Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
        • Time Log Reminder

          Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
        • [Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation

            Resources to help Webinar recording | Documentation  Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records
        • Tip #58- Accessibility Controls in Zoho Assist: Learning- 'Insider Insights'

          Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.
        • ZIA "Generate Content" action doesn't have contexual data from the ticket

          "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.
        • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

          Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,
        • E-File Form 1099 Directly With the IRS From Zoho Books

          The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form
        • Can I hide empty Contact fields from view?

          Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me.  I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them.  Thank you in advance to anyone who knows the
        • Suggestions for showing subscribed Topics in CRM (contact record)

          We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed
        • Replies sometimes creating separate ticket

          Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding
        • Re-hide fields when option is unselected

          Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?
        • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

          Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:
        • I'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.

          When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
        • Custom Fields

          There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.
        • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
        • Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

          Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional
        • Consultant-Only Booking Page

          Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
        • Call result pop up on call when call ends

          I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but
        • Custom Sorting based on other columns in table

          I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text
        • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

          Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows
        • Is there a way to invoke deluge function from within a widget?

          Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
        • Can a default task Priority be set?

          The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including
        • Adding a threshold to a line chart based on date range

          I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the
        • Resize Signature field dynamically

          On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?
        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
        • Zoho Creator Application - New User Not able to access the application

          In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept
        • Deleting Salutation Field

          We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha
        • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

          Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.
        • Partner with HDFC And Sbi Bank.

          Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
        • Zoho Mail iOS app update: Access Delegated Mailbox.

          Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please
        • How to convert Lead's country field from Text to Pick List

          Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L
        • How create a draft via workflow?

          I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
        • New feature: Invite additional guests for your bookings

          Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make
        • Improved Contact Sync flow in Google Integration with Zoho CRM

          Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
        • Image field in custom module

          Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
        • الخصم على مستوى فاتورة المبيعات

          السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟
        • VAT and Taxes option not available

          Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue
        • Default Tagging on API-generated Transactions

          If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using
        • Next Page