Variable time for consultation.

Variable time for consultation.

We would like to be able to not set a predefine time for the consultation.

We wont be using this for the customer it's going to be use internaly to keep track of workers on the road that have appoiment and installation. Something in the line of a FSM but since it's a startup and they dont need the full fledge feature of FSM we want to see if we can make this happen inside Booking.

The issue is that if you create a new consultation you need to set a predefine time.

In our case those could take from 1 hour to 8 hours. We dont want to have them book 8 booking when they need to do a 8 hour job.


Also the issue if they book multiple 1 hour slow to the same customer he would get multiple notification so I would have to turn those off and use maybe Zoho Flow to see if the customer as more than 1 meeting in the same day and use that to send the email. 

If I want to use prefill URL in a custom button inside the CRM how can I assign it to a customer directly?
When you make the appoitment from Zoho Booking you have this option.


This is a nice feature as it adds the activity in my custom module. 
So how with prefill can I achieve the samething?

Also would it be possible for the consultant that logs inside Zoho Booking to be able to have a link (click) and open the customer in the CRM.

I did a field with multiline and added the URL to the customer but sadly no way to make this clickable. Since the booking field doesnt support HTML.

Things are geting a bit complicated if any of you have an idea or way to achieve the variable time slot please share it.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • 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

      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 Campaigns 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

                                • How to hide Predefined views

                                  Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,
                                • Is it possible to trigger the review process when a record is edited?

                                  Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What
                                • Deleting Views

                                  How do you delete views? Please syd
                                • Fixed Assets

                                  Where would I manage my fixed assets
                                • Create a purchase order in vendor's currency

                                  I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in
                                • Report on Assets

                                  Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?
                                • Purchase of Fixed Assets

                                  How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?
                                • Where is the Fixed Asset Register?

                                  I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business
                                • Kaizen #168 - Incremental Authorization

                                  Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes
                                • Configure Notes Title for Blueprint Transition

                                  It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the
                                • An update to improve email delivery | Email Authentication & Relay

                                  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email
                                • Stop adding Default ID column to xls exports

                                  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have
                                • Zoho cases and remote work api

                                  How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.
                                • Calendly does not show scheduled Meetings

                                  I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various
                                • I want the currency in my account to be Mexican pesos.

                                  Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes
                                • Year-End Wrap: Don't rewrite - Switch to Email Templates

                                  As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better
                                • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

                                  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory
                                • How to view shared mailbox in Outlook

                                  How to view shared mailbox in Outlook or in another software
                                • Necesito el código ZB para mi cuenta

                                  Hice cambio de servidor y no encuentro el codigo unico de cname.
                                • Privacy error

                                  Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"
                                • Automate Backups

                                  This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
                                • 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
                                • 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
                                • 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.
                                • 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
                                • 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.
                                • Default Ship To Address on Purchase Orders cannot be different than Organization Address

                                  Our organization address is not where we want shipments delivered, it is just a mailing address. We would like to change the Ship To address on our PO's so that by default it is our warehouse (not the mailing address). I understand that when creating
                                • 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
                                • Differences between Zoho Books and Zoho Billing

                                  Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
                                • unable to import transactions into zoho books

                                  I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.
                                • 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
                                • 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
                                • Sample Ticket - Created from Bot Preview

                                  Why is Zoho desk adding bot created tickets?
                                • Next Page