Zoho Bookings ePHI option unavailable
Hello! While customizing my booking form in Zoho Bookings, it seems I am unable to delete preloaded fields and replace info like name, email, and contact number with fields that have the ePHI tag activated. I tried changing the field description, but
Appointment-Type in which two consultants are required to attend
Hello from Munich! I would like to create an appointment in which two consultants are required to attend. So Zoho Bookings should only offer appointments that are free with both consultants. At Hubspot, this was no problem. How do I do this with Zoho
Please update the theme of the bookings page to be more elegant and in line with competition.
I spent a couple of hours evaluating this tool, but the fact that the booking page looks like a college project makes it unusable for us. This is a professional looking and easy to use booking page from a competing product. This is not professional looking
Bookings books out the buffer time for the client?
I have set up a Booking and have a 2 hour Buffer in the Consultation Information section. In my diary, it books out the meeting and includes the buffer time. In this example, the booking is at 9am and the booking shows up in my calendar as 9-12. I've
Services can not be separated by Workspace in the Staff Booking Page
I contacted support with no luck and hope someone here might have a solution. I created a Workspace for my company and created three services. 15-minute discovery meeting, 30-minute deep dive meeting, and 1-hour comprehensive meeting. The staff I assigned
3 URGENT Zoho Bookings Feature Requests
1 - One-on-one meetings: Allow consultants to book a meeting with multiple people at our client site. Currently, this is not possible. I need to book a meeting with a single point of contact, then they need to forward that calendar invite to the rest
Repeating a 1-on-1 appointment? Zoho Bookings
We are a company with a number of staff that visit multiple clients on the same day either: - Every week - Every 2 weeks - Every 4 weeks We currently use Calendly and GoReminders to manage the bookings and also manage the reminders (SMS & Email). We're
Zoho Bookings: Ability to allow multiple invitees on one booking
I would really like to see Zoho Bookings be able to allow our end-users (clients) to book a one-on-one meeting with us and invite any other guests that they need to invite. Group bookings don't work well for this because they are more for pre-arranged
Issues Creating/Scheduling Monthly Group Booking Consultations
I am new to Zoho Bookings and currently testing it out to determine if we want to use this product for our company. However, I don't seem to be able to get the Group Booking to function properly. I am trying to create a Group Booking called "Product Training"
Block off days for specific types of appointments
I want to be able to block off days for specific kinds of appointments. I don't want existing clients to be able to set up appointments on those days, only new clients. I also want to ensure that the new clients only book on the days I set aside and not on other days. Is this possible or in the roadmap?
Booking Page Not Showing Available Dates
Our booking page isn't showing the available time and dates to schedule an appointment. The dates are all greyed in the calendar and I can't click on it to see the time. I've tried configuring it with the working hours, but then it only shows two dates
Bookings and locations
We wish to implement bookings We are an organization with branches in 7 cities One city has 3 branches I need for our clients to be able when booking to decide the City - then if that city is the one with the 3 branches decide which branch to get the
allow group booking for a single consultation
Hi, I have a scenario where we meet clients throughout a day in a capacity of up to 4 people. Our session is taking 30 minutes, so through a working day of 8 hours we will have 16 sessions (each can can accommodate up to 4 people). To implement this
What are the image size specs for Zoho Bookings?
I need to know the best image resolution sizing for customizing my booking page and each individual meeting.
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
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 ?
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
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
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?
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,
Dynamically Populate Form Fields
Is there a way to have the booking form fields auto-populate? My scenario - When a new lead is created an email is sent with a link to the booking form. I have appended 'first name', 'last name' and 'email' as parameters to the URL, so the data is there
Custom URL/Page for the Reschedule and Cancel Pages
Is it possible to have these pages redirect to a custom URL like we can with the booking confirmation page itself? Or, at least, embed this somewhere?
Dental Clinics: Create Attractive Appointment Scheduling Sites
There used to be a time where medical practitioners including dentists used to be least bothered with appointment scheduling sites as they used to be very less in numbers. Also, there were not many options for customers to pick their dentists in several places as well. This is not the case today. With the rise of internet in the last two decades, customers started to look for information on the internet for almost everything that you need. Therefore, you need to offer a very good online experience
Spa Salons: How to Create Amazing Appointment Scheduling Sites
Understanding why you need to have an amazing appointment scheduling site is the most important and crucial first step that you need to do. For that, let us imagine a scenario where a prospective customer is looking for a spa salon. As with everyone today, the first place that he or she would look for such an establishment is the internet. The usual route that most people would take is that they will find a couple of spa salons initially and then go through their websites one by one to see which
Cleaning Services: Creating Amazing Appointment Scheduling Sites
In industries like the cleaning industry, it is relatively difficult to portray the quality and performance of a company through its websites. Often, many companies overlook the importance of having a very good website and appointment scheduling site, simply because this is something that is new to this industry. Therefore, in the eyes of the customer, a company who has a very attractive website and appointment scheduling site is far more likely to be trusted than one that looks lacking when compared
Zoho Bookings Calculate Travel Times
Hi. I run a photography business that means I travel to homes to shoot photos/videos for Real Estate agents. One big reason I can't use bookings is that I need it to calculate travel time from a location and automatically block out travel time when a client books. So the client would input the address on the bookings page, and then the travel time would be marked off the calendar. This would be a useful feature for any type of services business that travels to locations when a client books.
Why have booking IDs changed overnight
Hi there - up until yesterday, I was able to specify the format of my Booking IDs - and I had them organised, with follow-on actions in CRM based on the ID. eg: But from today - this option seems to have disappeared, and all my booking IDs are now looking
Why if the booking chooses to Pay Later does the status not show as 'Payment Pending' rather than 'Upcoming?
If I make a booking for an event that has a fee but the payment option is set to be optional thus letting the person placing the booking to 'Pay Later' does the booking status not show as 'Payment Pending'? Instead, it shows as 'Upcoming'. I am unsure
Can you link Z Bookings with Zoho Recruit?
I am trying to create an appointment in Zoho Recruit when the appointment is booked through Zoho Bookings. Is this possible? Thanks!
Hand off from Zoho Bookings to Zoho Subscriptions for charging
Hi there, I have a service-based business with customers booking appointment slots. I currently set the cost of all my bookings in ZHBookings to 'free' as the products people can buy may not relate to only one booking. e.g. I try to upsell customers
insert Booking parameters when redirecting to a URL on confirmation page
hi, according to this article when redirecting the confirmation page to my URL (show your own confirmation page) - I should be able to pass as parameters the details that were collected through the booking process. this is from the documentation: List
.ics file for a series booking only contains the first day of the series // link in .ics file doesn't work
I've got a class series set up and when I do a test booking and receive an .ics calendar file it only contains the information for the first day of the series and does not make calendar entries for the rest of the series. The link contained in the appointment
I want to show in Zoho Calendar hours that are "reserved", but not yet booked, in Bookings.
I set Bookings Working Hours - n:nn to nn:nn. I want to show in Zoho Calendar that these hours are "reserved", but not yet booked, in Bookings. How can I do this?
Customer can change end time on a 30 minute booking and create an all day booking !?
I have been looking at changing start times for one of our resources, to add a couple more sessions. In testing to see what the customer see, I have found that if they choose one of the 30 minute sessions, select one of the available start time, they also get the choice to select an end time? So they can either by accident or on purpose book all day! This cannot happen? I think that in the past, when they selected the start time, there was only one end time to choose from (default the end of 30
Regarding Zoho Booking Access to Whole Team
in have created a zoho booking form however y team is unable to see it and access it. i want to know how will my team be able to edit it and access it
Zoho bookings and Customization
Hello, I have several questions regarding Zoho Bookings: Here is my use case: I have a Workspace with a service to which a resource is linked (notifications can therefore be configured in the Workspace only and not in the Service since it is a resource
Digital Marketing Agencies: Create Fantastic Appointment Scheduling Sites
Very often, an online presence is the only face that a Digital Marketing agency has. The very best among the competition is only chosen when the prospective customer has a good understanding of the excellence of your work. Most agencies tend to grasp this right and end up making stellar websites that wows the customers. However, then, in this age when even scheduling appointments are all the rage on the internet, do you think that is all what is required? Additionally, there is no scarcity of digital
Unable to book a service form the Workspace booking page - No trainer members assigned
Until recently we were booking into individual services listed in the workspace booking page no problem yet now Bookings is telling us that there is no trainer members assigned to the class when selected. The trainer is assigned and we can book into a
3 Sales Agents, 3 Meeting Rooms and 20 Products - One URL
Hi Community! I'm looking to solve the complexity of having 3 Sales Agents, 3 Meeting Rooms and 20 Products in one location. This should be solved with one URL. I'm unsure how to best use the Service-Personnell-Ressource relationship. Please find 2 examples
How to customize "Booking Summary" for clients?
We're embedding Zoho Bookings into our website. The Modern View looks great and matches our website fonts and style. But after a client books an appointment, the "Booking Summary" view doesn't. Is there a way to customize this view? For example, we don't need a "Booking ID" to be shown to the client. Way to hide it? Way to customize labels, styles, etc? Thanks for any help :)
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Consultant-Only Booking Page
Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the