Appointment Status will Update Record in CRM
Hi, can someone help me? I need a function in Zoho Bookings that, whatever the appointment status is (like "completed", "rescheduled", "no show", "cancelled") it will update a field in our leads module in the CRM system. For exampled, when an appointment
Api uri authentication
What is the URL format for retrieving booking details using the HTTP module in Zoho Bookings?
Creating one-time meeting links with Zoho Bookings
Want to schedule ad-hoc meetings? Want to share only a particular time slot for a meeting? Don't want clients to book with you again? Don't want to expose your total availability? And do all this without disturbing your current setup? Dive right in. We'll
Tip #6 - Remove sign-in and sign-up option on booking page
Having a sign-up option lets your customer register themselves while booking an appointment. This allows them to access the Bookings customer portal and view their appointment history. However, based on the business requirement, target audience, and other
Adding Appointment for Customer marks it as 'paid'
Hello, I currently have Zoho Bookings set up so that my customers can book appointments and pay now or later with the paypal integration. This is great because I can keep track of what has and hasn't been paid for by the customer. I would like to sometimes
Zoho Bookings integration with Google Meet guide
Zoho Bookings Zoho Bookings, at its core, is an online tool your clients can use to book appointments with you. Any service, such as a salon or clinic, requires a mutually agreed upon time with a client. Clients will be able to access this information
Remove Sign In and Sign Up links on booking page
Is there a way to remove the Sign In and Sign Up links on booking pages? There's really zero reason for them to be there and I had a client mistakenly go through the sign-up process because they thought they needed to even though they didn't. The only
Tip #5 - Offer different availability schedules for different services
Even though your availability may be 9-6, you might require dedicated time frames for different services. If you run a business with these needs, then this feature is for you. For example, let's say you run a beauty salon and you provide regular services
Questions to Zoho booking
Hi I am new to your Zoho One service, I want to let customers book more than 1 service. How is that doable? And how can I see at CRM if the customer has upcoming bookings? Or had any bookings? And I want to disconnect from the Zoho partner in Germany.
Zoho bookings reminders and rooming system
Hey guys, just a few of the extremely important tools for businesses like mine (a medical clinic) Something is missing for appointment status : ARRIVED and IN ROOM. Many businesses need to communicate with other staff members when a client has arrived
Bookings duration - days
Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month. If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.
Feature Request: Allow Users to Edit their Own Working Hours (currently requires admin)
Right now only the admin role can edit the "Working Hours" for a user/consultant. Please allow users to edit their own schedule in the user settings page. Only users with Admin permissions have an edit button for this section.
Bookings - Why am I not allowed to choose timings other than what are available default while mentioning service availability
In Bookings, when I try to create a service and mention the Service Availability - I can see timeslots that can be added are like 10:30, 11:00, 11:30. Why am I not allowed to add time as 11:25 ?
Zoho bookings authentication
Hello good afternoon, I am new to zoho and I currently have a web page in which I have my zoho reservations in an inframe, which has a login with email and password. I want some guidance on how to automatically enter reservations with my website credentials
Bookings - Edit customer information
It would be great if the customer information entered into Zoho Bookings could be edited if there was an error. Case: A customer created an entry, but typed the wrong email address. All notifications, updates, etc will go to nowhere because it is the
Zoho Bookings Integrations: See meetings in Zoho CRM
Hi, I would really appreciate a good integration between Zoho Bookings and Zoho CRM at the Account Level. I would like to see what meetings I've had with various client accounts, have the recordings available, and what representatives were invited and
Unable to Create Zoho Booking via the Booking API
I'm adding the below data to post the appointment. {"ticket_number":"1139","service_id":"4158687000000807146","workspace_id":"4158687000000468026","staff_id":"4158687000000816006","customer_details":{"name":"janak new","email":"janaktest@malinator.com","phone_number":"+919876549876"}}
Meetings only sync to CRM calendar for existing customers.
My Zoho Bookings calendar is integrated to sync with my Zoho CRM calender. When a new customer books their own appointment via the "booking page" link, these appointments always sync to my CRM calendar with no issues. However, when I use the Zoho Bookings
Expanded Information in Export View to CSV file.
I export a csv file the days bookings into a spreadsheet, that I manipulate into a Gantt type printed page. This works quite well. It gives us automatic count of the number of tables booked, the times they are booked and therefore shows peak periods in
Creating stunning templates for appointment notification emails
Good day folks! Can you guess what we are going to check out today? We have designed a few samples to showcase the power of customizable email notification templates. Template 1 Template 2 Template 3 Template 4 Template 5 Template 6 Template 7 Template
Link Zoho Bookings event to contact in Zoho CRM
We use zoho bookings to allow our customer to set appointment with our team. In order to achieve that : - each e-mail sent to a customer has a "Set appointment" button - the link in the button is set toward the right service in Zoho Bookings and has additionnal
Don't allow scheduling service on same day
Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.
How to customize HTML email templates that impresses your audience: Part 3
Crafting Remarkable Email Templates In the first two parts of the series, we learnt to make text based edits, use variables, add logos and a lot more. Here are the links to the first and the second parts of the series if you've missed it. We did not exploit
Zoho Bookings Availability Updated from Google Calendar
We have Bookings integrated with our Google calendars. It appears that if an invite is not yet accepted by the user in their Google calendar Bookings does not recognize this as a booked time slot. Is there a work around for this? Obviously accepting every
How to mark Completed before duration expires?
I have a 30-minute consultation. The meeting starts on time and finishes in 18 minutes. At that moment, I want to mark it Completed. I do not want to wait until the 30-minute duration expires to be able to mark it Completed. How do I configure Bookings
"Too many redirects"
How do we rectify the issue of too many redirects after registering customized domains for bookings pages?
Bookings: phone call + 1day only
is there a way to schedule in Zoho Bookings for a staff to only be available for calls only on a particular day and not zoom calls? But have other staff to be as normal on that same day?
Tip #2: Learn more about your customer
Anyone booking an appointment with you can turn into a long-term customer for your business. Booking forms can help you take a small step in this process. Apart from the name, email, and contact number, you can add your questions of your choice to the
No notifications or delayed notifications
I can't seem to find any support details anywhere but all of sudden Zoho Bookings has stopped sending notifications or they are extremely delayed in being sent. Also we have Bookings connected via Zoho Flow - these flow's do not seem to be working either.
ZOHO Bookings are not working with TWO Office 365 calenders
We use two Office365 accounts, both of which we have also created in ZOHO Bookings. Unfortunately, only one account is taken into account when it comes to booking free appointments. Looking forward to feedback. Thanks.
How to customize HTML email templates that impresses your audience: Part 1
Zoho Bookings allows you to supercharge your email templates and stay consistent with your branding. Create gorgeous emails that enhance brand recall. Be lively amongst a sea of unopened emails. Reduce no-shows and increase recurring revenue. Stay in
Seeking a solution to marking off attendance at Goup Bookings
Has anyone come across a solution for marking off attendance of registrations for a group booking in Zoho BOOKINGS? My client needs to be able to set up a group meeting at a defined location and time and invite people to register their interest in attending.
Tip #1: How to avoid last-minute bookings
Dear Zoho Bookings users, We are glad to launch Tips and Tricks, a biweekly series to help you explore Zoho Bookings features and learn how to use them for your various business needs. Follow this space, and let us know about any topics you'd like us
Zoho geeks confusing users interface vs required clients limitations on online interface
Hello, There is one thing that annoys me in life and it is stupidity. I have spent days configuring zoho bookings, transferring everything from a system to an other, to finally see that it is lacking basic common tools. First, to all the geek programmers,
kostenpflichtige Buchungen für B2B-Kunden mit Netto-Betrag ausweisen
Bei der Konfiguration einer Dienstleistung kann nur ein Betrag (Brutto-Zahlbetrag) eingetragen werden. Für das B2B-Geschäft muss es möglich sein, einen Nett-Betrag einzutragen.
Buchung in Zoho CRM anzeigen
Wie sehe ich am Kontakt in Zoho CRM dass eine Buchung über Zoho Bookings vorgenommen wurde? Wir haben Integration von Zoho Bookings für CRM vorgenommen, aber die scheint nicht zu funktionieren
Block Time Each Weekday for Lunch Break
I have set up working hours for each day of the week (e.g. 9 AM to 9 PM), but I want to block off a 30 minute window from bookings on each weekday to allow for my lunch break. How can I accomplish this in Zoho Bookings?
Different O365 email address than zoho
The o365 email address for our zoho account is different than the o365 address we use for external booking availability. There doesn't appear to be a way to authorize a different o365 account from within booking. Am I missing something?
Invitation not being sent error
Looking at the attached screenshot, the part inside the purple border is taken from Zoho CRM after a booking has been made via Zoho Bookings - it suggests the invitation hasn't been sent. However, the main part of the screenshot is the email received
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
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