Zoho Bookings Issues We are facing

Zoho Bookings Issues We are facing

Hi team,

Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business. 


1: SMS reminders for staff 
There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if it is a last minute or on the day booking, this is something that would be useful to get updates for!

2: Customer Verification
Having duplicate customers is just not enough. Allowing only one person per phone or email is vital to track our customers. Most other Zoho apps have this feature which allow its to operate seamlessly and integrate with other apps. Not sure of any business that would allow a guest and not want to know if they have returned! To eliminate this I suggest there could be the OPTION to turn off guest registrations since you have the option to turn off register guests. Something to keep our database clean!

3. Staff Meetings
We have staff meetings weekly in our workplace but there is no ability to make an appointment and add other staff members in it to ensure all our calendars are blocked off at the same time. 

4: Blocking Off time
If the above option is not available, it would be great if there was a way to categorise and label our blocked off time so it was trackable.. eg. staff meetings, personal stuff, lunch, training ect. That way we can report based on that time blocked off. If this time could also have the ability to apply reminders that would be good too. In the calendar currently it doesn't highlight or take mention of any blocks unless you are in the day view. It does not allow your to edit the blocks or colour code them to make it stand out like HEY you need to do this today. We use this calendar for more than just appointments so its essential we can document those things correctly. EG. on the calendar view of your day today it will show your blocked times and your lunch break times in order. That was you can see your day ahead and account for those periods. When you click on the block it opens up the calendar view showing the notes you have written with the option TO EDIT which is not currently an option. Screenshot for an example. 

5. Resources
The recourses feature is cool however I have come across some roadblocks. For starters it doesn't assign anyone to it, so who is supposed to take care of that? When you get a reminder email about it from a customers perspective its says - you have an appointment with null as there is no way to customise that email for a non appointment service. Where does the resources calendar live? How do we see who is coming in for that and when? EG. We have a Hyperbaric Chamber we use in clinic. There is only 1 and therefore only 1 customer can use it for the hour at a time. If I have many consultants i still need to assign that resource booking to a  consultant but at the same time be sure that no one else has booked that time slot out. Im finding that i cannot do that in its current state. 

6. Staff SMS
I am not sure if it is just our organisation but staff are not receiving any text message reminders. Me as a super admin am receiving all notification during all possible testing type but the staff are not. Am thinking the phone number is updated in the wrong spot or something I am not sure? Can you assist with tackling why this would be the case? Is the phone number pulling from the profile page or the Zoho one account profile page? Or is there something else I am missing?

7. Zoho forms Integration
As a medical practitioner, we need to take notes of our consults. We use Zoho forms currently however we see great potential in the ability for these two apps to be integrated. Having the ability to fill out a form by clicking a button while seeing that customer in the consult and storing a copy of their notes in their file makes sense. I can see this being beneficial to almost every industry. Or at least having a way to access them quickly. Perhaps a short term fix would be to implement the use of custom buttons to navigate to other things? The notes feature currently is quite basic. MOST other booking platforms has some sort of note taking history quick access or forms storage within. Please consider this. 

8. Staff Access to settings
Staff cannot edit a customers details which i find quite odd. If they spelled their name wrong or need to update a phone number this is not possible. I find it quite strange that that would need a supervisor to do this for them. I think it would be much more beneficial to allow us to choose staff restrictions settings as they may differ per industry. Since our staff are not in the same state as thier manager sometimes, it is really unproductive to have to ask for basic changes that are not considered an issue for our staff to access. Hope that makes sense.

9. Bookings
Why cant we edit an appointment once it is made? You only have the choice to reschedule or cancel.  If that is not possible, then why when i press the DO NOT notify the customer of a cancelled booking, it does anyway? Would this not then seeing these cancellations in the reporting? Shouldn't that be an appointment unit of measurement? How long does it take for bookings to show in the reporting? I also think it would be ideal to make the customers name in the bookings clickable to see their profile and have access to their previous bookings if any. I noticed you cannot edit a booking once it is marked completed either even from a SuperAdmin. I think the ability to edit would make sense. EG.. you cancelled cos you thought they were a no show but showed up last minute anyway. Its just seems annoying not to have the option that is all.

10. Ability to see other peoples calendars in your same workplace
This is important for us. The details are hidden but the ability to see their availability is important. Can this be something we look into? 

Thanks for your time.
M

    • Sticky Posts

    • Announcing: custom color palette + free workshop

      Hello everyone, We're excited to share new feature in Zoho Bookings—a color palette within booking page themes. You'll find this option under Manage Bookings > Workspaces > Booking Page Themes. You can customize the color of every element in your booking page and even alter the transparency of your background image. Please note that this is a paid feature included in the Basic and Premium plans. At the moment, it's available only under the Modern Web theme. This means you can create billions (7,

    • Complete walk-through of Zoho Bookings (video)

      Save time for both you and your customers. Use Zoho Bookings, the appointment scheduling app from Zoho, to free yourself from email and paper-based scheduling. Zoho Bookings can give you a common calendar by syncing multiple calendars, including yours and your staff's. Your customers can book a time convenient for them, and pay for services, through your website or the customizable webpage features available in Zoho Bookings. They'll also get emails reminding them about their appointments and any

    • 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

    • Zoho Bookings has a new pricing - Pay per user

      Dear customers, Businesses around the world use Zoho Bookings. Customers have booked 1.5 million appointments and over 200K online meetings using Bookings. We are only set to cross more milestones, thanks to your support. We are excited to introduce to

    • Zoho Bookings outage on 30th June in the US data center

      Dear customers, While we profusely thank you for your patience when we were busy identifying the issue that caused the outage in our US data center, we sincerely apologize for the trouble it has caused you. It was unfortunate but the events that triggered

    • Recent Topics

    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

    • BIN Locations

      Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks

    • Marketing Automation : Adding to existing Lead Score

      I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds

    • Zoho developer edition does not work for us

      Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms

    • Option to specify or disable "Idle" times in preferences

      It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while.  I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing.  I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.

    • How to query for Deals record based on Pipeline?

      I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid

    • Is there a Kanban view of Tasks across all Projects?

      As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.

    • Create Invoice and Invoice Items from Sales Order via API

      Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the  items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with

    • Stock Count - Does it really work?

      We have been trying to use the new Zoho Inventory stock count feature. It seems great at first glance.. ..but what we can't get our heads around is if a count doesn't match you can't simply set up a recount of those that are unmatched, which just seems

    • Working with keywords

      Hello everyone, first time here so I will try to be brief. I am working on my company's data set. I have a table with all the images we have on line. For each image we hava a cell tha contains all keywords related to that image. I would like to explore

    • Microsoft Phone Link

      Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

    • Free user licenses across all Portal user types

      Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français.   Voici quelques points pour clarifier la question :   Zoho Books est un logiciel de comptabilité

    • Need warehouse listed on packing slips

      We ship from several locations, and have a separate warehouse set up for each location in Zoho. I need the warehouse related to each SO to show up on the packing list. How do I make that happen?

    • CRM Calendar Sync Not Working

      I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any

    • Amazon.in FBA multiple warehouse integration with Zoho Inventory

      My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

    • A recap of Zoho Sprints 2024

    • Values in multi pick list are not copied to copied deal

      Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field

    • Zoho Form linked to an external OneDrive Account

      HI Can you connect to an external users OneDrive account from Zoho forms that is not a user in Zoho? I have a form that is shared externally where a sub contractor needs to receive info (including pictures) to their OneDrive account. When I try to connect

    • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

      hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

    • Pushing Data from One CRM account to another.

      We have business partners that want to collaborate through the CRM. Other than pre-planned data migrations what are the options for Zoho Users to transfer data between the accounts. For instance, could I create a webhook that is sent from our CRM and then is picked up in the partner's Flow?

    • Difference: Linking Module Record vs. Subform Row with lookup

      In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? When

    • Explication 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 cas

    • Kaizen #96 Automatic Mail-Merge Document Creation Using Zoho CRM APIs

      Efficient communication and personalized document generation are crucial for maintaining strong customer relationships in your business. Manual document generation can be time-consuming, repetitive and error-prone, decreasing productivity and customer

    • Automation#26: Notify Parent Ticket Owner on Child Ticket Status Updates

      Hello Everyone! Ever found yourself juggling multiple service requests that seem like pieces of a larger puzzle? Managing interconnected tickets can be challenging, especially when updates on child tickets need to be tracked. That’s where our custom function

    • Zoho Workplace renforce sa sécurité avec l'intégration Zoho Vault

      Dans un monde où l’information a une valeur inestimable, la protection des données sensibles n’a jamais été aussi essentielle. Une fuite de données peut non seulement compromettre la réputation d’une entreprise, mais également engendrer des pertes financières

    • Can the Product Image on the Quote Template be enlarged

      Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

    • How to sort a data in summary report with Monthly ?

      Hi Team, Can any one help me out how to sort a data based on monthly, Month was shuffled based on aliphatic order. i want to sort the below data monthy?

    • 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 relevant

    • Set another Layout as Standard

      We created a few layouts and we want to set another one to standard:

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • How can I create individual records from a subform

      Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

    • What is the Desk API?

      I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"

    • How to choose other payment methodes than creditcards

      We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with

    • Why is Zoho support so terrible?

      I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincing

    • Custom "Filter By" in Client Portal

      Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices for

    • Ticket Views: filter criteria -> dynamic date values in relation to the current date

      Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

    • Enable Sending Direct Messages to Self in Zoho Cliq

      Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the

    • Next Page