📣📣 Zoho Bookings - Feature Roadmap 2024

📣📣 Zoho Bookings - Feature Roadmap 2024

Hi Everyone,

Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in as well.

Below is our projection for the year so far (we'll be adding more items once they're prioritized and slotted for release).

1. Ad-hoc meetings

It's common to get meeting requests outside your schedule. Ad-hoc meetings allow you to reserve time slots and share them with specific clients or prospects you want to meet with.

Not just clients—you can book internal meetings with your own staff too. Plus, keep time slots hidden from the person you're sharing your availability with.





2. Recurring one-on-one meetings

Looking to offer one-on-one meetings on repeat for your clients? Don't book separate appointments.

Set up a package and let your clients choose the desired time slots with recurring one-one-one meetings. 
Customize meetings to recur on desired days and times. Collect payments for all the sessions upfront and have clients show up during the set schedule.



3. Appointment restrictions

Too many appointments a day can really decrease the quality of your work. Take control of your time with appointment restrictions. Restrict the number of appointments you receive for any staff, service, or resource, right down to the customer (using their email address).

Limit appointments for:
  • One-on-one services
  • Collective booking services
  • Group booking services
  • Resource booking services

4. Enhanced browser extension

We recently launched our free Chrome extension so you can book appointments, check your schedule, and book time off right from the browser. Now, we're extending its capabilities to:

  • Copy desired time slots into your Gmail messages
  • Share booking links inside LinkedIn

You can extend your outreach to clients over social media and email with the upcoming features.

5. Integration with Bigin


Love 
Bigin? You'll love Zoho Bookings too. Automatically collect qualified leads when they schedule with you in Zoho Bookings, and manage those leads using Bigin—the perfect lead-gen and sales machinery for your business!

Plus, book appointments right inside Bigin and manage all your customers from one place.





6. Preview email templates

It's important to ensure your email notifications load well with all visual elements in place. Now, you can upload your HTML content and preview your email notifications before sending them to your clients.

No more broken emails!



7. Event title customization


We've heard your requests for customizable event titles on calendar invites. Now, you can use placeholders to add dynamic values like the event name, time, and host in titles. This is expected to be released before March 15, 2024.

8. Extended custom functions


There's a lot you can do with Zoho Bookings when you use custom functions:
  • Create a Cliq notification when an appointment is rescheduled.
  • Send Zoho WorkDrive documents to clients when you mark an appointment as complete.
How do you do it?
  • Pick the Zoho app to integrate with (e.g., Zoho Books, Zoho Cliq)
  • Decide on the desired result (e.g., create an invoice, send a message)
  • Choose a trigger (e.g., booked, canceled, rescheduled)

With custom functions, connecting Zoho Bookings with other Zoho apps will be a breeze. Below is the list of apps you can connect to through custom functions.

Zoho CRM
Zoho Invoice
Zoho Books
Zoho Docs
Zoho Sign
Zoho Recruit
Zoho Cliq

9. Mobile app revamp


Your business staff should be able to access appointment details, check availability, and book time-offs on the go. That's why we're launching a completely revamped Zoho Bookings app (both iOS and Android) with a fresh UI and enhanced user experience. Here's a teaser of some of the screens.


    

 

10. UI/UX enhancements


We've identified areas in the web app where we can elevate your user experience. We are doing a major revamp of the look and feel of the web app to complement the changes we're bringing to our mobile app.

Note that the items listed above are in no particular order for our projected roadmap, 2024. We'll make announcements when they're live and when there are new additions to our planned updates. Have a great year ahead!

Cheers,
The Zoho Bookings Team

    • Sticky Posts

    • Introducing Appointment Title Customization

      Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
    • Attention: Scheduled Maintenance at US DC on Dec 19, 2024

      Dear Bookings users, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the accounts
    • 📣📣 Zoho Bookings - Feature Roadmap 2024

      Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in
    • Attention: Important updates to the payment gateway integrations

      Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make the
    • 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
    • Recent Topics

    • Bug - OTP (email) and No Duplicates

      Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,
    • Customise Search Bar in CRM

      Is there a way to customise this search bar in the CRM to add fields?
    • Counting downloads of a file

      Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle
    • Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

      When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which
    • New Search Function

      Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which
    • New permissions for accessing emails sent via Zoho CRM

      Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose
    • Mind Mapping

      Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?
    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
    • Unable to send emails

      I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?
    • Request for Alerts on Workflow and Function Changes.

      I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.
    • Overwrite Option for custom modules

      Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25
    • Transfer Amount from One Vendor to Another Vendor

      One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But
    • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

      it is really annoying.
    • How to make Branch compulsory in Zoho Books invoice?

      How I make Branches compulsory in Zoho Books invoice?
    • Regarding GST Report Issue in Zoho Books

      Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
    • Function #57: Automatically group items in invoices based on categories

      Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and
    • Fixed asset management

      I want to know if there is any individual module for fixed assets management
    • Suppress "spreadsheet will not be saved" message on published sheet

      I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
    • Zoho Forms Unable to Save Account Numbers with a Leading Zero

      We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without
    • Profit on Sales order

      Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get
    • How to include GST% in PO amount?

      Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.
    • sitemap in zoho sites not updating

      I checked my sitemap and it has not added any updates. Do I have to generate one manually all the time or is zoho sites suppose to generate and update it?
    • I trying to connect our PM tool but API shows failure

      Hi All, in ZOHO CRM when an enquiry stage is moved to WON then I have created a rule to trigger POST URL to thrid party AP and then create a function for mapping with below code void automation.kytesfunctions(String enquiryId) { // Fetch enquiry details
    • 2 serial numbers for 1 item (Mac address and Serial number)

      There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers
    • Sample Ticket - Created from Bot Preview

      Why is Zoho desk adding bot created tickets?
    • Webhook data is not being received

      We’ve set up the webhook with a public URL that returns a 200 status on Postman. However, when we ran a test, we didn’t receive anything in the req.body object or see any data from the POST request. As a team of freshers still learning the ropes of development,
    • Number of Workflow runs

      Is there a way in Zoho desk to see statistics regarding workflows, rules and other automation objects? Would be nice for several reasons: You could ensure that your workflows are actually running. You could determine which ones weren't being used so you
    • Mail is no longer populating CRM contacts

      Hi! For the last few days, my mail hasn't been populating my CRM contacts. Even people I email multiple times per day. In fact, it keeps trying to send mail to myself. Notice, I started typing Amy and only got as far as, "Am" and it suggested myself.
    • Zoho Support is indeed shocking and difficult to get a response with

      All our business emails have an auto-foward set up on them so that they also go to our GMAIL accounts so that we receive them to the relevenat people. The emails are indeed auto forwarding and arriving to our GMAIL accounts but when you log into your
    • Chart with Filtered Data vs Unfiltered Data

      I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the
    • How to get a list of selected records into a button-function? Here is how!

      So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modules
    • How to Add Break line / Return on button click

      I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work.  i expected result something like this  ali baba but got this  ali \r\n <br> baba so, how can i
    • How to get batch number of item by api?

      Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
    • Filter embedded report

      How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'
    • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

      L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.
    • Announcing new features in Trident for Windows (v.1.18.6.0)

      Hello Community, Trident for Windows is here with some new features to elevate your workplace communication. Let's take a quick look at what's new. Ask and send read receipts for emails You can now request read receipts for specific emails while composing,
    • Increase subscription prices for existing subscriptions

      Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to
    • Why developing custom function development made so difficult for Zoho Projects!!

      Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all API
    • Delete / Modify Default Career Site - Zoho Recruit

      Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only
    • Data not visible in sheet cells

      I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked
    • Next Page