Announcement: [WEBINAR] Finance consulting made easy with Zoho Bookings
Dear Zoho Bookings community, If you’re in the finance industry, scheduling meetings shouldn’t take up so much of your valuable time, especially with all the other tasks needed to provide trustworthy services. An appointment scheduling tool can help you
Meeting Invite Attachment for Rescheduled Appointments Not Working with iPhone Mail
When a client books an appointment, they receive a confirmation email which contains a .ICS file that can be opened to quickly add the meeting details to their personal digital calendar. This currently works well for all of my clients. When a client uses
Can we customize the default client-facing icons?
Is there any way to customize the client-facing icons that display in the Zoho Bookings UI? For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service." The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to
Issues with reschedule API
I am trying to use the Zoho Bookings api and am having issues with the Reschedule operation. I am a pro developer. I didn't have issue with other operations. Here are my request details. it is in typescript. url = https://www.zohoapis.com/bookings/v1/json/rescheduleappointment
Generating Discount Coupons for Zoho Bookings
Hi, Is there provision to generate Discount Coupons for appointment bookings? I could not see that in the settings and this is very much needed. Please suggest us. Thanks
Export Options
Hi, In calendar, List view, there is an option to show or hide fields, and we export this view daily, and use it to create a Gantt type chart for the days bookings. It would be SUPER helpful (and time saving) to be able to export the Notes and or Custom
Allow customers to choose meeting venue and meeting duration on booking page
My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
📣📣 Zoho Bookings - Feature Roadmap 2024
Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in
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
API bookings/v1/json/appointment not adding additional fields he is returning this "customer_more_info": {"booking_form_type": "service"}
Hi, I'm trying to add additional fields inside zoho booking appointment api and I'm passing same data as you told inside your documentation. He is returning following response "customer_more_info": { "booking_form_type": "service" } I'm using this parameter
Phone number in create appointment endpoint
We are using Zoho bookings integration, and we want to kadd a validation for the phone number, to ensure it is a valid one. There is no documentation about what is considered a valid phone number in https://www.zoho.com/bookings/help/api/v1/book-appointment.html
Zoho Bookings Android App Does Not Access Zoho CRM Contact or Lead List
As a building contractor, the only appointments booked on line by my potential clients are the first appointments in a long series of steps required by my design and sale pipeline and processes. I use the Bookings "services" to define each step of the
"No account found" when querying API
Created a token with the scope: zohobookings.data.CREATE but I seem to get No account found on all API calls. Could not find a similar problem on the forums or in de docs.
Multiple emails being sent when booking is created.
Hi all, We have recently been setting up Zoho Bookings. We are having an issue where 2 emails are being sent to the customers when they create a booking. We have adjusted the email templates a few times and it appears to be picking up one of our older
Zoho booking missing feature
Hi, I recently setup Zoho Booking for my business to help in appointment scheduling, and it works well. However now when I think of starting online payment acceptance, seem that Zoho may not be able the right tool. Cause while i can integrate a payment
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
Cascading Form Fields
I 'm setting up a booking form in which I would like to have a dropdown field, and when an item is selected, it hides or displays another dropdown field. Here's how it would work: Customer is filling out the form. One of the questions is "How did you
Features Req: Service-Specific Calendar And Limit number of bookings per guest
By The Grace of G-d. Hi, I Came across 2 features i believe more users would love to see added to the amazing bookings app: 1. Service-Specific Calendar I dont want to open my whole calendar to all of my services. For Example, Lets say i have a free consultation
Announcement: [WEBINAR] Enhance appointment scheduling for your business with Zoho Bookings and Zoho Flow
Dear Zoho Bookings community, Every business should have an organized workflow for its users. Although product integration can have its challenges, this shouldn't deter you from accessing data from multiple sources. Find out how you can streamline business
How to connect zoho bookings and Salesforce?
Hello! I just created my very first account on Zoho and started to play around with Zoho bookings. One thing I can't figure is how to integrate Salesforce with Zoho bookings. I don't see any "connection" button on my account. Does anyone know how to connect
Zoho Booking Language
I am using Booking as an iframe tag in my Zoho Site. We would like to use Vietnamese in this the booking interface but Zoho Booking is now not support Vietnamese. When I typing Vietnamese in the description or name, font error appear. Zoho Booking using
How to insert a photo in my email notification for appointment bookings.
Hello, I'm trying to insert a photo in an initial appointment confirmation in Zoho Bookings. I don't see anywhere to upload the image. Please see attached file. This what I see and I'm not sure what to do with that. Thanks for any guidance!
How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?
We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?
Integrate zoom with zoho bookings please; or add optional times in zoho meetings
Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.
Test environments for zoho bookings
What is the proper/recommended way to set up the Zoho Bookings test environments. We have some endpoints being used. For now I created a test account and it works fine, but I would like to know how to do that properly. Is there a way to create test
Send invoice for appointments in Zoho Bookings
In this post, we'll see how to automate invoices to the customer when an appointment is made in Zoho Bookings. We've made a workflow template in Zoho Flow that integrates Zoho Bookings and Zoho Books for easy customer invoicing. You can set up this integration
Automating appointment status and customer feedback collection
Hello community members, In the spirit of elevating your scheduling game for 2024, we're bringing you a couple of useful workarounds that can enhance your overall Bookings experience. We have divided the community post into two halves. In the first half,
Zoho Bookings to CRM - Multiple Modules
Hello, We have different departments in our business using Zoho CRM and bookings. We have different modules set up for different sales funnels and departments. With this we have the issue where with Zoho bookings, when a customer books an appointment,
⚠️ Gmail's new policy guidelines to impact emails sent from Zoho Bookings, starting Feb 2024!
Hi there, We'd like to inform you about the upcoming changes to Gmail's guidelines, set to take effect on February 1, 2024. Gmail is rolling out policy changes with the primary goal of fortifying security and reducing spam within its platform. This will
Microsoft Teams integration with Zoho Bookings
Following the integration of Bookings with Zoom, Google Meet and GoTo Meetings, are you guys planning an integration with MS Teams? Having the MS Teams meeting link directly in the meeting invite send to the client would be amazing. So far Zoho Bookings
Customer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
In Bookings, Can I Limit Access to Contacts Only?
We are a members-only business and would be interested in using Bookings as our scheduling app IF we could limit the ability to book an appointment to customers who are already in our (Zoho CRM) Contacts module as members or associates. Is this poss
Zoho Bookings - Reserve with Google
Does Zoho Bookings plan to to integrate with Reserve with Google?
Zoho Bookings Consultation Description - Formatting?
Is it possible to actually format this field? I need to enter a Please Read section in the description, but it all runs together. Please see screen shot for example.
Payment Configuration Error
Hi there, When I go to Integrations > Payments to try to set up a payment gateway, as soon as I select any of the options, I get a red error box which says "Something's not right on our side. Sorry about that" or "Please try again soon". This happens
Product updates: Enhanced Help widget
Hi Bookings community! We are glad to announce our improved Help widget, which aims to provide a better support experience. This update has been enhanced with the following features: Built-in screen recording Submit support request Live chat Enable edit
Is there a way to generate a virtual meeting for a group service in Zoho Bookings?
Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks
Does bookings have a way for us to see what URL they requested the booking from?
Does bookings have a way for us to see what URL they requested the booking from? Same as title
Mobile UI and Marking Bookings completed.
We have just started using Zoho bookings. I found the set up and configuration to be fairly straightforward. I have 2 issues with the system: 1) The mobile templates Its nice to be able to choose from several templates - but I cannot find a single one
Implement the ability to add multiple custom domains
Many companies use more than one domain to promote different types of products or services within their portfolio. Currently, in Zoho Bookings it is only possible to add a single custom domain. Please consider implementing the ability to add multiple
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