Tip #7: Customize the appointment confirmation page

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 

  1. Navigate to Services > (Select the required service) > Service Preferences. 

  2. Under General, click the edit icon next to the option Booking Confirmation Page. 



  3. A pop-up appears. From the dropdown, select Show your own confirmation page.

  4. In the Enter page URL textbox, enter the url of your preferred confirmation webpage



Have a look at how to set a custom confirmation page and how it works




Get appointment details from the URL

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.

To pass these appointment details to the URL, select the checkbox Pass booking details to confirmation page while adding the confirmation page.



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.

This is an example of the redirected URL in which the bookings values are passed.

https://zylkertech.zohosites.com/?utm_source=&utm_medium=&utm_campaign=&utm_content=&utm_term=&booking_id=HI-00152&workspace_uuid=4050029000000026019&workspace_name=4050029000002958058&assigned_to=Ryan&service_uuid=4050029000002958058&service_name=Insurance%20Planning&customer_name=Robert&customer_first_name=&customer_last_name=&customer_contact_no=%2B916111111111&customer_email=robert@sample.com&booking_start_time=2023-06-05T10:00:00Z&booking_end_time=2023-06-05T10:30:00Z&booking_cost=0&booking_cost_paid=0&booking_currency=USD

   


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!



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Tip #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, organic
          • 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. Benefits
          • Tip #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 scheduler
          • Tip #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 massage
          • Tip #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

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • Microsoft PowerPoint files Extremely slow to save

                                    I and others on my team have noticed that Microsoft PowerPoint documents are extremely slow to save when using WorkDrive. It always takes over 30 seconds to save a file. Word and Excel files seem to save in a typical length of time, but PowerPoint is
                                  • How can users unblock their blocked Zoho Mail accounts?

                                    After the reason for the account block (storage exceeded, spam detection etc.) has been rectified, the user can unblock the account from the UnBlock Me page. Account support@edu2review.com  Edu2Review is an education review platform, we rate the quality
                                  • Adding additional fields for batch information

                                    Hello, I am looking at adding additional information into our inventory module. we would like to be able to see up to 8 attributes that will be individual & different for each batch (i.e. batch specific information) but currently I seem to only be able
                                  • Dynamic Pickup List Values using Deluge and Client Script

                                    I would like to dynamically show Pickup List Values For example we need to fetch some data from an on premise application and display it so they can choose and pick This can be done in Creator but I didn't find anything for CRM
                                  • Validation Rule for Controlled Stage Movement in Deals Module (Deluge Script)

                                    For keeping a control over module stage or status, you can use the below deluge script. The below deluge script defines validation control over deals module stages: // Function to validate allowed stage transitions in the Deals module map validation_rule.LeadStatustValidation1(String
                                  • Pick List Issues

                                    I have created a pick list that looks at a table in a sheet, it selects the column I want fine. Various issues have come along. The option to sort the pick list is simplistic, only allows an ascending alphabetical sort. Bad luck if you want it descending.
                                  • Four types of task dependencies

                                    "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
                                  • 1099 tracking

                                    Do zoho books offer feature of tracking for 1099's for contractors, etc? Quick books offers this feature and wondered when/if Zoho books will do same
                                  • VAT-type Taxes in US Edition?

                                    I'm located in the US, and I use the Zoho One US edition of Books. We are in the process of registering with Canadian authorities for their GST / HST, which is a VAT-type of scheme. It is not immediately obvious to me how one would deal with input tax
                                  • 2 users editing the same record - loose changes

                                    Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,
                                  • Schedule sms to be sent later

                                    When will you make available an option to send sms's at a later time??? You finaly have this option available on emails, so it will be very useful to have it also with sms. Our sms provider, has already this available but we cannot use it because you
                                  • Ecommerce integration with prestashop

                                    Development of campaigns integration with prestahop. When???
                                  • How to create an article containing images and rich text via the api?

                                    Hi, I'm trying to migrate our kb articles from our previous helpdesk service, and import them to ZohoDesk. Is there any way to create an article that contains images?  Is it possible to add formatting to articles created via the API? Thanks, Adam.
                                  • Number of statement execution limit exceeded on deluge scheduled function

                                    I'm working on a send email functionality in creator that sends out crew work orders at the end of the day each day for the next day. I'm running into the issue that zoho is unable to handle the number of statements that I am doing to be able to successfully
                                  • Color of Text Box Changes

                                    Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and
                                  • Zoho SignForm In Progress But Cannot Be Completed

                                    If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?
                                  • How to show Assemblies AND component items in a report

                                    Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this
                                  • Mandatory Messages for Specific Members in Zoho Cliq Channels

                                    Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:
                                  • Admin Access to Message Read Statistics in Zoho Cliq

                                    Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, in
                                  • Online Member Visibility in Channels (Similar to WhatsApp Group Presence)

                                    Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currently
                                  • Show ticket field in Zoho Desk only if that same field is not empty (API‑created records)

                                    Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on that
                                  • Multiple Products on Ticket

                                    Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product
                                  • Não recebo Email de confirmação e validação de cadastro do PagSeguro

                                    Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no PagSeguro, contigo o email com o link de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). Outros emails do PagSeguro
                                  • Does Thrive work with Zoho Billing (Subscriptions)?

                                    I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
                                  • accounts payable and receivable subaccounts

                                    How to create accounts payable and receivable subaccounts? Being that I have several clients and in my balance sheet have to specify the accounts of each client and not only appear "accounts receivable or accounts payable" ??
                                  • DUPLICATING WORKFLOWS IN CREATOR

                                    Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.
                                  • Add SKU to query options in `items` API endpoint

                                    It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.
                                  • Estimates and invoices being sent from company-wide address, rather than individual

                                    In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)
                                  • Need profit margins for books in estimates & invoice

                                    https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimate
                                  • Decimal places settings for exchange rates

                                    Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require
                                  • Item Level Notifications

                                    I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?
                                  • Cannot categorize a bank deposit to an income sub-account

                                    When I go to categorize a bank deposit, I am not able to see any income sub-accounts. If I set up an income account without a parent, then I am able to categorize a transaction into that account, but as soon as I make it a child account, it disappears
                                  • ZV Extension passkey changes in v5.7.0

                                    Has there any changes to the how passkeys are managed in ZV - Chrome extensions v5.7.0? Namely, if the passkeys were already implemented/enforced as 2FA on a certain webpage, but ZV does not track them yet. Would that be the issue for my use case?
                                  • What's New in Zoho Billing - August 2025

                                    Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business
                                  • How do I get my account id?

                                    Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts
                                  • Why are tasks not showing in Zoho Calendar?

                                    Hi there, I updated the Zoho calendar preferences for Task records to show on the calendar together with Meetings and Calls - see attached screenshot. Despite of that, Task records still won't show on the calendar. Is there a specific reason why this
                                  • Zoho Payroll: Product Updates - July 2025

                                    Over the past month, we've focused on making Zoho Payroll more flexible, compliant, and easier to use—whether you're processing complex payouts, ensuring accurate calculations, or meeting local tax regulations. Here's what's new: One-Time Payments and
                                  • Discussion for “sub product”, “sub item” or “child products”

                                    Hello everyone, In some CRM systems, there is the ability to associate products in a hierarchical manner within a quote. For example: Product A: Gold Plan Product B: Setup Product C: Connector Product D: Silver Plan Product B: Setup Product C: Connector
                                  • Retrieve Accidental Deleted User

                                    Is there a way to undelete a user who accidentally deleted themselves?
                                  • Request for Support - CRM Integration Issues

                                    I’m reaching out to request assistance with the following items: 1. Zoho Forms Integration with Zoho CRM We are currently using Zoho Forms to send the Global Credit Application form to our customers. The intended workflow is for the form submissions to
                                  • Next Page