Tip #7: Customize the appointment confirmation page
A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when establishing an online scheduling process. That's why Zoho Bookings makes it simple to create your own confirmation page.
After booking an appointment, the customer will see a confirmation page. This is the default confirmation page of Zoho Bookings.
If you'd like, you can redirect the customer to your website instead. You can also get the customer and appointment details through the URL and utilize it to enhance the user experience.
Redirecting to your webpage offers many advantages.
➤ Better branding: Gain better control over the page design and give the customer a more cohesive navigation experience.
➤ Cross-promotion: Promote other services and encourage the user sign up for your newsletter or promotional emails to improve revenue.
- ➤ Additional information: Show additional details than that of the existing confirmation page and customize according to your need.
Use case
Jacob is a financial advisor in Zylker Consultations. Whenever a customer books a Medical Insurance Planning session with him, he wants the customer to explore other services related to it (say, life insurance or car insurance). So, he sets the confirmation page so that it lands on his site's insurance page. This way, he attracts more business by offering special discounts for further bookings.
Please note that each service can have different confirmation pages.
To customize the confirmation page for a service
Navigate to Services > (Select the required service) > Service Preferences.
Under General, click the edit icon next to the option Booking Confirmation Page.
A pop-up appears. From the dropdown, select Show your own confirmation page.
In the Enter page URL textbox, enter the url of your preferred confirmation webpage.
The appointment details are included in the URL and can be used to show customer or service details on your website. This is useful if, for instance, you'd like to retrieve the customer's age range and show them relevant services.
Below is the list of parameters that are passed.
Booking details
1. booking_id=<value>
2. workspace_uuid=<value>
3. workspace_name=<value>
4. assigned_to=<value> (staff or resource name)
5. service_uuid=<value>
6. service_name=<value>
7. booking_start_time=<value> (represented in ISO 8061 format in customer timezone)
8. booking_end_time=<value> (represented in ISO 8061 format in customer timezone)
9. booking_cost=<value>
10. booking_cost_paid=<value>
11. booking_currency=<value>
Customer details
12. customer_name=<value>
13. customer_first_name =<value> (if applicable)
14. customer_last_name=<value> (if applicable)
15. customer_contact_no=<value>
16. customer_email=<value>
Custom fields
17. customer_<custom_field_name>=<value>
You can fetch these values and use them on your confirmation page as you wish.
In the above case, you can fetch the customer name (Robert) and the service he booked (Insurance Planning) from the URL. This can be used to display the confirmation message of your choice ("Hey Robert! Thanks for booking the Insurance Planning consultation.").
This custom confirmation page can also be set at the workspace level. Refer to the help articles below for more info.
Workspace Preferences - Confirmation Page
Service Preferences - Confirmation Page
Hope you find this tip helpful. Let us know in the comments if you have any questions.
Stay tuned and happy scheduling!
Topic Participants
Praveena Chandran
Total BusinessWare
Akshara Amarnath
Ward van de Oudeweetering
Sticky Posts
Tip #17: How to mandate partial payment for your appointments
When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. BenefitsTip #13: Identify where your bookings come from with Source Tracking
Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organicTip #18: Organize a group workshop in a few steps
It's the season for workshops—they're everywhere, catering to diverse interests and needs. Whether for more professional goals like leadership development or creative endeavors like painting, there's an abundance of workshops offered every day. A schedulerTip #16: Custom labels for staff, service, and resources
Every industry uses its own jargon. Take healthcare, for example; when you visit a doctor, it's not just an appointment, it's a consultation. The people who provide consultations are the providers. Similarly, in the tranquil world of a spa, a massageTip #15: Customize service prices for each staff member
It's common practice for a service to be priced differently based on the staff member providing it. For example, an experienced hair stylist may charge more for a haircut compared to the other stylists. This pricing strategy allows businesses to charge
Recent Topics
Dialing Microsoft Teams Phone Service via Zoho CRM
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyoneEmailing lookup field but placing this as an ID or number rather than text
Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. InSearch mails in shared mailbox
Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! RafalUser Emails Blocked
Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before acceptingIs it possible to hide Developer Space for all user in Zoho Projects
Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.API (v2) Search Criteria using CONCAT
With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional wayWeekly Tips: Stay Focused with Email Snooze!
New Year, New Resolutions Being back at work also means being back to the constant barrage of messages from work and clients. The constant flood of incoming emails can lead to the missing of important messages, especially when you can't respond rightSchedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. ThanksZoho Payroll's Year in Review 2024
As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, ourRecurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringMultiplying Weight of product by Quantity
I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report thatConfirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it isFrontal interview scheduling - room availability in office using Google Workspace?
Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availabilityAdd and Remove Agents from Departments and Groups in Zoho One
Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option toExplication sur comment mettre en place des règles d'affichage ou "layout Rules"
J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un casIntroducing Hiring Pipeline for Vendor Portal
Keeping vendors informed about candidate progress is often challenging, leading to communication gaps and repeated follow-ups. To address this issue, we've released an update to the Vendor Portal feature that lets you choose to display candidates' hiringAddress Grabber function for Zoho
I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone knowIntegrate zoom with zoho bookings please; or add optional times in zoho meetings
Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.Add Owner to deluge-created module record note
Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantUnique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently
When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meetSort By Date - Deluge
I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +Need to change author's name in blog post
My colleague wrote a blog post for our blog but when I put it on our site, the author's name automatically populated as mine. I contacted ZohoSupport and was told to change the Nickname in my profile. Well, I did and then ALL the blog posts were listed as being written by my colleague! Is there any way to simply change one blog post with the correct author's name?Iteration through a list - Coming up against a "Failure to update function" error
Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'Can you modify "Last Activity Time" in deluge? If so what's the field name?
I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhereHow do I define a weekend
I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.【Zoho CRM】ポータル機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からポータル機能のアップデートをご紹介します。 今回の機能アップデートにより、CRMのポータルへのログインがより簡単にできるようになりました。 【目次】 SAMLベースのシングルサインオンについて ポータルへのアクセスリンク送付について 今回のアップデートにより、アイデンティティプロバイダー（IdP）を利用している組織において、SAMLベースのSSO（シングルサインオン）を有効化できるようになりました！Getting error during inserting a record in form of zoho people using zoho api
import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_nameUI Arabic
can i change the member portal UI to arabic in zoho community?Resume template to include profile photo
Hi, We would love the Resume Template to be able to include their profile photo. How can this be done? MiriamMarking a form as 'done'?
Hi! I've got a form that staff fill in when moving stock from location to location. I see the entries they've sent across and I input them into my stock control system. Is there a way to mark a form as 'done'? So that I know which entries I've input,Zoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideallyZoho Rating
When I close a ticket, the zoho system automatically sends an email to the customer for them to leave a rating. When they leave a rating, the ticket re-opens and I have to close it again. When I close it again, the zoho system sends the customer an emailZoho GC Flow is not showing in IM Channels
I have added my social IM channels in zoho desk. Created a GC Flow to automate conversations. But Guided conversations are not showing in any platforms I have chosen; WhatsApp Instagram Messenger Web (Business Messaging) In the flow I mentioned theseSharing Knowledge Base articles across multiple departments
It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could installContacts marked as Spam are shown as Contacts in tickets.
Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automaticallyIs possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter
Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, PabloReal Estate CRM
How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report
In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. OurNext Page