Zapier Link between Bookings and Shopify
I want to add customers who book online automatically to be a Shopify Customer. Shopify requires First Name - Last Name but bookings only has Customer name which is both? Is it possible or How can I split Customer Name into First Name- Last Name? split
Bookings - buffer time being ignored
Hi, Am just setting up Bookings and although I've specified a 30 minute buffer for appointments - which I'm told is saved. Bookings recognises existing meetings/appointments in my calendar but the Bookings page is showing appointment slots that ignore
How do we move a service to different workspace in Zoho Bookings?
We have services that were created years ago in workspaces that are no longer relevant to the company structure. We need to move some services to different or new workspaces. It doesn't appear there is a way to do that but it doesn't make sense that a
Zoho Bookings ePHI option unavailable
Hello! While customizing my booking form in Zoho Bookings, it seems I am unable to delete preloaded fields and replace info like name, email, and contact number with fields that have the ePHI tag activated. I tried changing the field description, but
Include Address Information in CRM when Customer books appointment
I have the bookings app setup with some additional fields to capture the customer's address. I need this as we are a service company that performs service at their location. I want this information to be included in a contact record that gets created
Unable to remove PayPal from payments option
I am from Canada and setup PayPal - business. customers are unable to pay and get kicked out. trying to delete PayPal but get following message all the time i have no outstanding transactions outstanding does your PayPal payment option work in Canada.
Tip #14: Add terms and conditions on the booking form
Did you know that you can add your service's terms and conditions on the booking form? The terms and conditions checkbox requires your customers to confirm that they have read and accept your company's guidelines, policies, and expectations. You can also
Why we cannot edit the booking page anymore ??
I am new to Zoho, and very dispointed with the booking app... I read online that you can Design Your Appointment Scheduling Website (https://help.zoho.com/portal/en/community/topic/a-simple-guide-to-designing-your-appointment-scheduling-website-on-zoho-bookings).
Prefilled hidden fields in form
Can someone tell me how to set a value for a hidden field in a form? I see I can set it as mandatory or not, but that seems to be the only option - there's no place to specify the value the hidden field should have.
Appointment-Type in which two consultants are required to attend
Hello from Munich! I would like to create an appointment in which two consultants are required to attend. So Zoho Bookings should only offer appointments that are free with both consultants. At Hubspot, this was no problem. How do I do this with Zoho
Populating fields in Zoho CRM
We are using Bookings together with CRM and want to collect more data from the customer and automaticlyly populate the corresponding fields in CRM. For this to happen I want to be able to link fields between booking and CRM This would save us a lott of work. Joachim
Time zone issues
I have created some group bookings. Everything looks right in my calendar with the times showing our local time. All our clients are local. However the time shown on the booking page is our time here if the event was scheduled at the time in question in India.
Bookings link go to Spam
Whenever I send my company's bookings link to anyone especially gmail clients, the email goes to their spam box
Zoho Booking Emails Sent Out to Customer
Is there a way to remove the "Add to Zoho Calendar" button on the email sent out? And is there a way to remove the colors of the Zoho logo brand on the bottom of the body of the email?
Where is the Service Description displayed?
When we set up a service in Zoho Bookings, there's a "Description" field where we provide more details about the service and what to expect. But going through the booking flow I can't find that description anywhere. We need to provide that description to the client when they are booking. Where does that description display, and is there a way to get it to show at some point during the booking process (before it is completed)?
Zoho CRM integration is broken need help ASAP
The new CRM plugin is broken. It does not create a new contact or meeting in CRM if the email field does not match a contact email in CRM. People can book meetings nothing shows up in CRM unless an email match is found in CRM. It works correctly if an
Can this software be used for Self Storage?
Hello, I am looking for a software for Self Storage. Can be Zoho Bookings used for that purpose?
How to customize HTML email templates that impresses your audience: Part 2
In the first part of the series, we covered basic customization of emails. We learned how to edit text and use variables. We also learned how to add your logo. In this part, we will focus on the next level of customization where we will tinker with some
It is not possible to book a meeting without providing staff ID via API
Good morning, We need to schedule meetings based on the availability of two users. It is nor important which user, but it is always one of them who will responsible. If both are on meetings, then there should be no available slot. Via interface I fetch
Announcement: Zoho Bookings browser extension
Dear Bookings users, We are thrilled to introduce our browser extension that promises to revolutionize your scheduling process, making it incredibly easy and convenient. You can install this extension on your browser and manage your appointments without
Tip# 12: Private service: Hide services on booking pages
A workspace booking page is where customers choose a service from the list of services provided. An example of service can be a product demo, requirement discussion, or any kind of meeting. At times, there can be a requirement where a particular service
How to create stunning booking pages in no time
Want to convince customers that you are the best in the business in under 3 seconds? Use well-designed booking pages to captivate your audience coupled with a solid portfolio on your socials to win over your customers. In this guide, we'll be helping
Being able to specify only a couple of date/time options for a client to choose from
Hi all, Id like to be able to email out some date/time options for a meeting to a client. I only want to give her specific date/time options - for example: next tueday at 2pm or next wednesday at 9am. In other words, I dont want the booking link to show
Bidirectional sync between Zoho Bookings and Zoho CRM - Part 2
Hey community members, Welcome again! This post continues our discussion of the bidirectional sync between Zoho Bookings and Zoho CRM, focusing on how to reschedule appointments in Zoho Bookings from Zoho CRM. If you've arrived at this community post
Tip #11 - Set your rescheduling and cancellation policy
A rescheduling and cancellation policy defines the terms and conditions for customers who need to change or cancel their appointments. This policy typically outlines the acceptable notice period, any associated fees or penalties, and the process customers
Please update the theme of the bookings page to be more elegant and in line with competition.
I spent a couple of hours evaluating this tool, but the fact that the booking page looks like a college project makes it unusable for us. This is a professional looking and easy to use booking page from a competing product. This is not professional looking
New feature: Collective Booking
Hi Bookings community, Greetings from Zoho Bookings! We're excited to announce the much-awaited feature Collective Booking, a new service type for handling a new type of appointment. Through this feature, you can now involve multiple staff members in
How to fix Invalid Auth Scope?
Feature Request: Zoho Booking
I'd really like the ability to allow clients to book with a team (all staff in a group rather than just one assigned staff member) and in doing so it would: A) check all relevant staff calendars to only show times that everyone can make and B) add the
Find a date with multiple people
Hey there! Congrats to Zoho Bookings, that's a really nice tool so far and a great addition to the Zoho Services. Small question: Is it possible to use Zoho Bookings as a doodle alternative? We often have big meetings with multiple people and it's always a little bit of a hustle to find an appointment that works for everybody. So we send a doodle form and ask for availability. In the end we pick a date that works for most and send an invite manually via E-Mail. Would be great to have some of this
[Webinar - September 13th, 2023] Reduce issue resolution time with the Zoho Desk and Zoho Bookings integration
Hello! With the Zoho Desk and Zoho Bookings integration, it’s now faster for customer support teams to resolve customer issues through online meetings. The best part is that it all happens inside Zoho Desk, meaning you don't have to switch between multiple
Bookings books out the buffer time for the client?
I have set up a Booking and have a 2 hour Buffer in the Consultation Information section. In my diary, it books out the meeting and includes the buffer time. In this example, the booking is at 9am and the booking shows up in my calendar as 9-12. I've
Tip #8: Remove "Powered by Zoho Bookings" from booking page and email notifications
As a business owner or a service provider, you may prefer to have a booking page that accurately represents your brand and doesn't disclose the external scheduling system. Zoho Bookings allows you to remove "Powered by Zoho Bookings" from your booking
Zoho Bookings Setup and Moving from Oncehub
Hello, We have been a long time Oncehub user. We are the financial planning company and have four advisers on our team. Each advisor has their own booking page and on each page we have the ability for individuals to book either virtual meeting or an in
Tip #9: Best integration for support teams
Are back-and-forth emails taking up more of your support team's time than resolving the tickets themselves? Communication gaps, manual processes, and a lack of centralized data can cause a number of challenges, but there is a feature that can speed up
Services can not be separated by Workspace in the Staff Booking Page
I contacted support with no luck and hope someone here might have a solution. I created a Workspace for my company and created three services. 15-minute discovery meeting, 30-minute deep dive meeting, and 1-hour comprehensive meeting. The staff I assigned
3 URGENT Zoho Bookings Feature Requests
1 - One-on-one meetings: Allow consultants to book a meeting with multiple people at our client site. Currently, this is not possible. I need to book a meeting with a single point of contact, then they need to forward that calendar invite to the rest
Repeating a 1-on-1 appointment? Zoho Bookings
We are a company with a number of staff that visit multiple clients on the same day either: - Every week - Every 2 weeks - Every 4 weeks We currently use Calendly and GoReminders to manage the bookings and also manage the reminders (SMS & Email). We're
Will the feature-set of Bookings also be present on your FSM application?
We haven't seen a demo of Zoho FSM yet. The question of service booking/scheduling features in Zoho FSM comes to mind when we look at the appointment scheduling features of Bookings. Will Bookings become a stand-alone tool for freelancers and startups or will this tool become a universal scheduling tool for all Zoho products in the future? Should we invest also in Bookings when we do invest in other Zoho products such as Zoho FSM, Zoho Desk etc?
Zoho Bookings: Ability to allow multiple invitees on one booking
I would really like to see Zoho Bookings be able to allow our end-users (clients) to book a one-on-one meeting with us and invite any other guests that they need to invite. Group bookings don't work well for this because they are more for pre-arranged
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