What's New - June 2025 | Zoho Backstage

What's New - June 2025 | Zoho Backstage

Plans change. People cancel. Tickets get handed off. It happens, and we understand. As an organizer, you need tools that offer flexibility for attendees while protecting your event’s integrity. That’s why we’ve built features to help you manage these situations with clarity and control.

This month’s updates may not be the flashiest, but they have a clear purpose. They are designed to give you quiet confidence, helping you say "yes" when it matters and "not this time" when it doesn’t. With that balance, your events become more than just efficient. They become intentional and genuinely human.

Let's take a look at what's new and enhanced. 

Cancellation Approval 

Make cancellations work for you and your attendees.

Managing cancellations is now more flexible and organizer-friendly with the new cancellation approval workflow in Zoho Backstage. Instead of canceling tickets immediately, organizers can now receive formal requests from ticket holders, review them, and choose to approve or deny them. This extra layer of control helps you stick to your event policies, handle refunds more accurately, and keep communication clear, especially for complex or high-value requests.

To turn this on: 


  • Navigate to Registrations > Registration Settings from the Dock, and switch on the Cancellation Approval toggle. 
  • Once active, any attempt by an attendee to cancel a main ticket, companion ticket, or session will create a request instead of an instant cancellation. The request will show up as Pending in the attendee’s event portal, so they can see what’s happening at any time.
On your side, these requests appear under a new Cancellation Approval tab in the Registrations module. You can check each request in detail. If it includes multiple items, such as a ticket and sessions, you can approve or deny each item separately. For example, you might approve a ticket cancellation but keep the session registrations active.



When you approve a request:
  • You’ll see the attendee’s reason, the items involved, the cancellation fee (which you can still edit), the refund amount, and an optional comment box. 
  • Once you confirm, the request status changes to Approved on the attendee’s side.
When you deny a request:
  • You’ll see the same details and can add a reason for the denial. 
  • The status will then update to Denied for the attendee. 
  • If only some items are approved, the status will show Partially Approved, and any denied items will be removed from further processing.
To help you stay on top of things, the Cancellation Approval tab has filters to see all requests or only those that are pending, approved, denied, or partially approved. This makes sorting and managing large volumes of requests easy.
Notes
  • If the primary ticket is selected for cancellation, any linked sessions or companion tickets will be automatically included. 
  • Also, once a request has been denied, it can't be submitted again.
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans

Restriction of ticket transfers

Stronger control over how tickets change hands.

A new enhancement has been introduced to give event organizers greater control over how ticket transfers are handled. You can now decide whether to allow or restrict transfers, depending on your event’s needs. This helps prevent unauthorized resale, reduce misuse, and maintain operational clarity, which is especially important for tightly managed or high-value events.

In the past, many organizers offered attendees the flexibility to transfer tickets to others after registration, which worked well for most events. However, as some events grew more complex, organizers began to see new challenges where tighter control became necessary. For example, some reported cases where tickets purchased at the standard price were resold at higher rates, creating potential policy conflicts. In other cases, especially when attendee badges are preprinted, last-minute transfers can lead to mismatches and confusion at the venue.

To address these concerns, organizers can now enable or disable ticket transfers at any point, based on their event’s operational requirements. 



To turn off ticket transfers: 
  • Navigate to Registrations > Registration Settings from the Dock, and switch of the Allow Ticket Transfers toggle. 
  • Here, the ticket transfer policy can be defined for all ticket classes or tailored to specific ticket classes. This ensures that organizers can enforce different transfer rules for different tiers or categories of tickets.
By default, when the Allow Ticket Transfers option is enabled, transfers are permitted. However, organizers also have the option to define a time window during which transfers are allowed. They can choose to allow transfers until the event start date, the event end date, or set a custom date and time. Once this defined period has passed, ticket transfers will be automatically restricted for attendees.
Notes
While attendees are subject to these restrictions, event organizers themselves will retain the ability to transfer tickets on behalf of attendees at any time, regardless of the transfer settings in place.
This is designed to help organizers prevent unauthorized resale, maintain data consistency, and ensure smooth operations on event day.  

Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans

Simplified refunds with automatic cancellation fee application

Spend less time on fee calculations and more time running your event smoothly.

Managing cancellations is now faster and more consistent with our new automatic cancellation fee application. When you use the Cancel and Refund option, the cancellation fee you defined during ticket setup is automatically applied to the refund amount. This removes the need for manual adjustments and helps you maintain fairness and consistency across all refunds.

Full control when you need it:
  • You still have the flexibility to adjust the cancellation fee percentage before finalizing the refund. This means you can easily handle special cases, such as emergencies or loyal attendees, while protecting your revenue and saving valuable time.
If you issue a refund without canceling the ticket, such as for a goodwill gesture or a partial adjustment, no cancellation fee will be applied. In these cases, the ticket remains valid, and you can manually adjust the refund amount to suit the situation.
Notes
Automatic cancellation fees are only applied if you’ve set a cancellation fee for the ticket class during ticket setup.
This update makes your refund process quicker, clearer, and more reliable, allowing you to focus on delivering great event experiences instead of double-checking fee calculations.

Plan availability: Included in the Essentials, Premium, and Ultimate plans

Alt Text support for all website images

Make your event website more accessible and search-friendly.

Alt Text support has officially arrived in Zoho Backstage, helping you build more inclusive and discoverable event websites. Whether you are aiming for WCAG compliance or looking to improve your site's SEO performance, this feature ensures your visuals are both beautiful and meaningful.

Every time you upload an image in the website builder, you will now see an Alt Text field in the right-side panel. It comes with a default value of “image,” but you can and should replace this with a custom, descriptive phrase that accurately represents the image. This allows screen readers to convey the content to visually impaired users and gives search engines better context to index your site.



For bulk management:
  • Navigate to Settings > Customize Text > Alt Text (available on all paid plans). You’ll see a preview of each image, making it easy to update values at scale. Multilingual sites are fully supported—you can switch languages and refer to the source-language Alt Text while entering translations.
For a spreadsheet-based workflow:
  • The Event Website - Alt Text sheet is now part of the language export file. Update it in bulk and import it back into Backstage to instantly reflect the changes across your website.
Whether you're optimizing for discoverability or inclusivity, this update ensures your event content is both meaningful and compliant.

Plan availability: Included in the Free, Essentials, Prem​ium, and Ultimate plans

Register companion tickets anytime (Early access)

Give attendees more flexibility for their guests.

Attendees can now register companion tickets anytime after they purchase their main ticket, as long as their ticket includes the companion benefit. They simply log in to your event website and add companion tickets from either Your Orders or Your Tickets.

From Your Orders:
  • Navigate to Your Orders > Event Tickets > Register Companions. This takes them to the ticket selection page to complete the registration.
From Your Tickets:
  • Navigate to Your Tickets > Register Companions. This also directs them to select and confirm companion tickets.
Each companion ticket will appear as a separate order on the website, linked to the main ticket ID. On your end, the companion registration is also tracked as its own order, keeping everything clear and organized.

We’re just getting started.

The updates you see today are only part of our bigger vision to make Zoho Backstage more flexible, reliable, and rewarding for every organizer. In the second half of 2025, we’ll roll out more practical enhancements and thoughtful tools to help you handle change smoothly, deliver better experiences, and run every event with more confidence.

Thank you for being with us on this journey. Stay tuned, because there is more to come.

Note: All the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.

If you have any questions or would like to try out our early access features, feel free to contact us at support@zohobackstage.com.

    • Recent Topics

    • Zoho Books - New Interface keep details with PDF View

      Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between

    • Zoho One Unified Portal - Applications

      Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

    • Dropdown data depends on filters in another field.

      In my quote form I have a lookup field called Reseller that pulls from Accounts. I would like it to pull from Accounts, but only those accounts with an account field 'Type' where that is 'Reseller'. Does anyone know a way to do this? Similarly, I'd like

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Refresh frequency

      Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

    • Refund

      My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before

    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

    • Text/SMS With Zoho Desk

      Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

    • Add "Fetch Composite Item" Action for Inventory

      I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

    • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

      Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.

    • Embed CRM record images in email templates

      I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

    • Assign multiple departments to multiple helpcenters

      Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

    • Zoho Desk Training

      Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

    • Advanced Customization of the Help Center using JavaScript

      Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

    • PO Based Advance payment to Vendor

      We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Getting Project Template List using the REST API

      I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

    • How to get Quickbooks Desktop Info into Zoho?

      Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

    • ZeptoMail API Request

      We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is

    • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

      Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

    • Automated log-out/session end

      I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

    • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

      Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

    • Mass import of documents into Zoho Writer

      I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

    • When will it be possible to edit Subform records via either views or tabular reports?

      Hey there, data maintenance often requires mass update of quite a lot of records. While this is a piece of cake via either List view or Zoho sheet view, the same cannot be carried out for subform records yet. When one of the two options will be made available?

    • Subform auto populate values

      Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from

    • Add System Pre-Defined Lookup Field to Subform?

      Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,

    • How we cut CRM updates from ~20 minutes down to 2, our real workflow

      Updating the Zoho CRM after every call used to be one of the biggest time sucks for our team. By the time you write your notes, clean them up, fill in the fields, and log everything properly… you’ve easily lost 15–20 minutes per call. We started experimenting

    • Add home page or dashboard in CRM customer portal

      is it possible to add home page or dashboard in CRM customer portal?

    • User Tips: How to change the the label display name of a system defined field

      Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

    • Zoho CRM Community Digest - October 2025 | Part 1

      Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your

    • Add Custom Field Inside Parts Section

      How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category

    • What is New in CRM Functions?

      What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.

    • Automate onboarding emails with CRM Workflow and Accounts module

      We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,

    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

    • Next Page