Create CRM Meeting in Leads
Currently when we book an appointment through Bookings in the Zoho CRM it adds the meeting to the contact. Is there a way to have the meeting be under the lead? Most of our workflow is based off the lead. Thanks
Zoho Bookings Calculate Travel Times
Hi. I run a photography business that means I travel to homes to shoot photos/videos for Real Estate agents. One big reason I can't use bookings is that I need it to calculate travel time from a location and automatically block out travel time when a client books. So the client would input the address on the bookings page, and then the travel time would be marked off the calendar. This would be a useful feature for any type of services business that travels to locations when a client books.
Product Updates: Navigation Menu, List View, HIPAA Support
Dear users, To enhance your experience with Zoho Bookings, we’ve made some changes to the user interface. The Navigation Menu and the Calendar List view get a fresh new look. Scroll down to take stock of what's changed. Navigation Menu You’d have felt
Adhoc Meeting Ability
The business I use Bookings for is not my full-time job, so my schedule is a bit restricted. There are times that I can create an appointment that isn't in my normal hours for a client. Right now, I have to either send a Zoom separately, or go into bookings,
Why have booking IDs changed overnight
Hi there - up until yesterday, I was able to specify the format of my Booking IDs - and I had them organised, with follow-on actions in CRM based on the ID. eg: But from today - this option seems to have disappeared, and all my booking IDs are now looking
Can I reuse a group booking?
Or do I have to create a new group booking every time I want to do a series?
Zoho Bookings Email Customization
Hi... I want to customize the emails for each type of consultant in Zoho Bookings. Is this something that is coming? I want to be able to use rich text and other things to make the email match other emails sent out. How can this be achieved?
Sync with Google Calendar not working
We've been using Zoho Bookings for months now and since last week the sync with Google Calendar stopped working entirely. We've deleted everything and re-setup the entire things countless time, no sync and no checking of availability is working anymore.
Why if the booking chooses to Pay Later does the status not show as 'Payment Pending' rather than 'Upcoming?
If I make a booking for an event that has a fee but the payment option is set to be optional thus letting the person placing the booking to 'Pay Later' does the booking status not show as 'Payment Pending'? Instead, it shows as 'Upcoming'. I am unsure
Can you link Z Bookings with Zoho Recruit?
I am trying to create an appointment in Zoho Recruit when the appointment is booked through Zoho Bookings. Is this possible? Thanks!
customer details
When adding a booking from the back office, we can search for customers name, and that seems Ok until we get two customers with the same name. There is no way on the booking form when selecting the customer to decide which customer is which by veiwing
Hand off from Zoho Bookings to Zoho Subscriptions for charging
Hi there, I have a service-based business with customers booking appointment slots. I currently set the cost of all my bookings in ZHBookings to 'free' as the products people can buy may not relate to only one booking. e.g. I try to upsell customers
Zoho Bookings Payment Integrations / Improvments
First, I just wanted to say I love everything Zoho does and how they products are constantly improving! Zoho Bookings looks to be pretty new app? 1) Payments - There does not seem to be any payment integration to get the data to your accounting app (Books or Invoice) available? - If Owner adds an appointment for a client, there is no way for the client to Pay for the appointment from either their portal or for the Owner to take payment. I cannot see this working in any fashion for anything other
Print Days Bookings for offline use? and please fix navigation <&> !
Hi, anyone! A questions...and request? 1) Is it possible to print out the days bookings so that staff not using computer can see what appointments we have for the day? Reports ONLY show the number of bookings, not who, when and what is booked for each
Transfer Booking Date to Custom Field in CRM
Is there a way for the booking date information to be transferred to a custom field we have in our CRM? Preferably through custom functions. I need this info: Transferred here in the CRM Leads field:
Schedule a Service (Booking) from Zoho Desk and integrate
Hi, Im using Zoho Desk in Kanban View (Status Mode) and i do like it for the most part, use it everyday, but what i really need, in Status Mode, is an option, where i can see if a client has scheduled a Service or not. 1. I want to know/see what the status
controlling who can book
New to the zoho booking and am trying to figure out how I can control who has access to book appointments. I only want people that I have vetted to be able to have access to book. Is that possible?
Zoho Bookings + "Braintree by PayPal" payment gateway
We currently use an alternative booking system but are considering Zoho Bookings. The payment gateway we currently use is "Braintree by PayPal": www.braintreepayments.com/gb Within the PayPal options in Zoho Bookings, will this gateway work, or will we
Issue with iframe form for making booking in mobile view
Hello, I have an issue with an iframe form I have embedded to make appointment. On mobile it covers the full width and im not able to scroll up and down when navigating inside the iframe. Do you have any solution for this? Url to site: https://bm-health.consulting/kontakt/ ->
Can't translate some strings in email - mixed language and date in english
Hello I can't find where to translate some strings in email example : Quelque chose ne va pas? Vous pouvez toujours reschedule ou cancel votre rendez-vous. reschedule/ cancel link label another example : Add to Google Calendar etc another example :
Zoho Bookings creates Contact record in CRM with no phone number
Small but annoying issue. When using the built in integration between Zoho Bookings and Zoho CRM Contact The integration creates a Contact record but only populates Name and Email. It doesn't populate the Phone number field.
Zoho booking resource issue
I’m feeling helpless and seeking someone help me for below issue: 1. Is it possible to publish the real time booking list, so customer can see the booking schedule online? (Just like a cinema) 2. The time slot of the resource is shared, but I hope can
Custom Email Template
Is it possible to have a custom email template in Zoho Bookings? I have designed a custom template that wasn't created in Zoho and I want to use it whenever an appointment is booked. While there is an HTML option, I'm worried that the bookingID and the
Zoho Bookings handles repeating events from Zoho CRM terribly
I should first point out that Zoho CRM has many of it's own issues with repeating events: In Zoho CRM, when I change the time for a single event, I do have the option to have that change apply to following events as well. However this feature doesn't
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
how to add Per hour booking ?
How can I add the Number of hours in the booking form where the user can select the number of hours and prices are charged per hour?
Zoho Bookings - Only share Free/Busy information internally
As the owner of my business, my calendar is particularly complicated. I have about a dozen Google calendars that I use to schedule my time for the various organizations I'm involved with. I like how Zoho Bookings is able to pull my availability across all of my different Google Calendars, but I don't want to share all of that information with my employees. I only want my employees to be able to see free/busy information across all of these calendars. Is there a way to limit Bookings to only sharing
insert Booking parameters when redirecting to a URL on confirmation page
hi, according to this article when redirecting the confirmation page to my URL (show your own confirmation page) - I should be able to pass as parameters the details that were collected through the booking process. this is from the documentation: List
Custom Functions in Zoho Bookings Not Working
I have a custom function in Zoho Bookings that whenever an appointment is booked, a lead is created in Zoho CRM. However, when I tried testing out the function, there wasn't any lead created even though it said 'saved successfully' and 'executed suc
Deleting registered users?
Hello, I've got a couple of registered users in Booking I used to test functionalities with. But I cant seem to delete them. I can delete guest users, but not registered ones. I've tried deleting them in CRM, thinking it was that connection keeping them
Bi-Directional sync across two or more Zoho subscriptions
I am working toward the Glorious State of having a single-source-of-truth for my calendar management. My client uses a Zoho One subscription. I use a Zoho One subscription. I use Bookings in this subscription. In each account, I subscribe to the calendar
zoho mail delivered as spam in gmail
I am using Zoho mail hosting (free plan) for my domain hitonelectronics.com. All the emails I sent from my Zoho account id is shown as spam in Gmail. I have checked it with two email IDs of my domain name using Zoho hosting. What is the problem?
Google Calendar
I'm doing a free trial of the bookings and trying to sync my Google Calendar. I've run through the integration process and synced my Google Calendar with my bookings account. Additionally I had told it to look at two calendars on that account. For some
.ics file for a series booking only contains the first day of the series // link in .ics file doesn't work
I've got a class series set up and when I do a test booking and receive an .ics calendar file it only contains the information for the first day of the series and does not make calendar entries for the rest of the series. The link contained in the appointment
Interval Scheduling/Buffer Time for Synced Calendar Appointments
How do I add buffer time or scheduling intervals before/after synced calendar appointments for Zoho Booking availability? I have Zoho Calendars, Zoho CRM Calendars, and Outlook enabled in Zoho Bookings. I have the "Scheduling Interval" in Zoho Booking
I want to show in Zoho Calendar hours that are "reserved", but not yet booked, in Bookings.
I set Bookings Working Hours - n:nn to nn:nn. I want to show in Zoho Calendar that these hours are "reserved", but not yet booked, in Bookings. How can I do this?
Book an appointment within multiple days span
Hello, is it possible to create a Consultation for a more-than-a-day event? We will participate in a 3 day fair and we would like to give the possibility to our customer to book an appointment during those days and within the fair opening times. Thank
Bookings Notifications for Staff
Good afternoon. We are currently working on the trial version of Bookings as we review its usage for our client needs to schedule with specific team members. We set everything up and it appears to be working, with the exception of sending an email to
How to create calculation field in Zoho Booking form?
How can I make total price = number of people * Payment Amount?
Where is 'Customize Working Hours"? See screenshot
Where is "Customize Working Hours?" This person is a manager but the "Customize Working Hours" checkbox is absent.
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