Service Preferences
- General
- Time Zone Presets
- Booking Confirmation Page
- Booking Notice
- Terms and Conditions
- Cancelations & Reschedules
General
Note: When 'Auto-assign staff' is selected, scheduling follows a load balancing algorithm while assigning a staff for a booking. Setting Let Customers Select Staff to 'Disabled' will restrict staff selection by customers, and staff will be assigned automatically based on their availability. And all appointments will be distributed equally among allocated staff.
The screen below shows the staff selection dropdown being removed from the booking page.
Scheduling Interval
Scheduling interval determines how start time is divided on the booking page. This interval is independent of the appointment duration and can be in any multiple of 5 minutes.
For example, if your service typically lasts two hours and your slots are fixed (e.g., 8-10, 10-12), a customer needing an appointment at 9 might be missed. Setting the scheduling interval to one hour (8:00, 9:00, 10:00, etc.) allows for more flexibility. This way, customers can book for any hour within your service duration, reducing missed opportunities and accommodating various customer time requirements.
- Scheduling interval can be set in any multiples of five.
- The default scheduling interval is 15 minutes.
- Each service can have a separate scheduling interval.
- To have a scheduling interval same as service duration, you can set the interval similarly.
To set a scheduling interval:
Click Services on the menu bar and select the required service on the left pane.
Click Service Preferences in the middle pane.
Under the Scheduling Interval section, hover over and click the edit icon. Choose one of the two options in the drop-down.
Fixed slots: This option ensures the time slots remain unchanged. That is, it won't be adjusted according to other existing appointments or external events.
Adjusted slots: This option automatically modifies the time slots based on any other existing appointments or external calendar events. This will be the default option.
Info: If scheduling interval is 30 mins, the time slots will be 9:00, 9:30, 10:00, 10:30, 11:00 and so on. Say you are booked for another appointment from 10:00 to 10:15, then the time slots for both options will be as shown below.
Fixed slots: The time slots would show as 9:00, 9:30, 10:30, 11:00, 11:30 and so on.
Adjusted slots: The time slots would be shown as 9:00, 9:30, 10:15, 10:45, 11:15 and so on.Set the time for the scheduling interval. You can choose time in any multiple of five. Then click Save.
On the booking page, you can see that your time slots are divided accordingly.
Time Zone Presets
Note: Customer's local time preset is selected by default.
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To change the Time zone preset:
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Click the edit icon against the selected preset.
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A pop-up containing the different presets and their preferences opens up once the edit icon is clicked.
Below are the available Time Zone Presets:
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Customer's local time - This preset automatically detects the time zone of the customer and displays the booking slots based on the Customer's local time.
Show time zone in Booking Page - When this option is checked, the time zone field shows up in the Booking Page. Unchecking this option will remove the time zone field from the Booking Page.
Lock time zone in Booking Page - When this option is checked, the time zone field shows up in the Booking Page but is disabled for further updates. Unchecking this option will remove the time zone field from the Booking Page. This option is disabled when Show time zone in Booking Page is unchecked.
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Business time zone - This preset allows you to enforce the business time zone as the only available time zone on the Booking Page, irrespective of the customer's location.
Show time zone in Booking Page - When this option is checked, the time zone field shows up in the booking page. The time zone field is locked for further updates, by default. Unchecking this option will remove the time zone field from the Booking Page.
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Specific time zone - This preset allows you to enforce a specific time zone as the only available time zone on the booking page, irrespective of the customer's location.
You can choose a required time zone from the list of available time zones.
Show time zone in Booking Page – When this option is checked, the time zone field shows up in the booking page. The time zone field is locked for further updates, by default. Unchecking this option will remove the time zone field from the booking page.
3. Choose the required preferences for each time zone preset and click Save. The changes will reflect in the booking page.
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Confirmation Page
The Appointment Summary page
This is displayed to customers by default with a Book another appointment button.
To remove the button or edit the text on it:
1. Click the edit icon.
2. A pop-up appears, containing options to display or remove the Book another appointment button. It also provides a text box to customize the button text.
3. Edit the button text and click Save . The custom button text is reflected on the booking summary page.
Note: Unchecking Show 'Book another appointment' button on booking page removes it from the booking page.
Note: Redirecting customers to a custom URL on booking confirmation is available the paid plans of Zoho Bookings. 1. Click the edit icon and select Show your own confirmation page.
3. Additionally check the Pass booking details to confirmation page option to pass booking details and UTM parameters to your page.
Note: UTM parameters can help gauge your booking page's effectiveness. Learn how. Assume that you have embedded the booking page on a website (say, Twitter). And you would want to track the source for your campaign (say, 'user-adoption'), you can append UTM parameters to your page (say https://www.zylker.com/thankyoupage) like the below.
1. utm_source
12. customer _name =<value>
17. customer _<custom_field_name> =<value>
Appointment Title Customization
Zoho Bookings let you have a customized appointment title by including variables according to your preferences. This will be applied to the event title in calendar invites. It will also be used as titles of online meetings(Zoho Meeting, Google Meet, Zoom Meeting, Microsoft Teams, Zoho CRM Calendar), Zoho Assist sessions, and ICS files.
Steps to Customize Appointment Title
Click Services on the Bookings menu bar.
Select the required service from the left pane and click Service Preferences in the middle pane.
Under the General section, you can see the Appointment Title Customization option. In the text box, add the required text.
Click Insert Variable to the right of the text box to include variables in the title.
Click Save.
Booking Notice
Avoid last-minute bookings by setting minimum booking notice. (eg. two hours from booking time)
Avoid too far bookings by setting maximum booking notice. (eg. 24 hours from booking time)
Minimum Booking Notice
Maximum Booking Notice
To edit this value, select the required values from the dropdown. Changes are auto-saved. The setting period can be in days/hours/minutes.
Let's assume the time now is 2.00 pm and we want to set the minimum booking notice to two hours. Now, the booking page will not show the slots of the next two hours. The below image shows the slots that are available after two hours (4.00 pm in this case).
Let's assume that today is February 2nd and we want to set the maximum booking notice to 20 days. Now, the booking page will only show slots for the next 20 days. The below image only shows the dates of the next 20 days.
Info: This duration between the two times should be sufficient, as it is the open window for accepting appointments. In the above case, from any given time, 2 hours to 20 days will be the scheduling window.
If the maximum and minimum booking notices are set to 0, appointment slots are open always.
Terms and Conditions
- Set toggle to Enabled.
- Specify the required text in the editor. For example, include a link in your message and redirect customers to read your privacy policy or terms and conditions.
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Click Save.
Cancelations & Reschedules
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