Zoho Bookings Issues We are facing

Zoho Bookings Issues We are facing

Hi team,

Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business. 


1: SMS reminders for staff 
There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if it is a last minute or on the day booking, this is something that would be useful to get updates for!

2: Customer Verification
Having duplicate customers is just not enough. Allowing only one person per phone or email is vital to track our customers. Most other Zoho apps have this feature which allow its to operate seamlessly and integrate with other apps. Not sure of any business that would allow a guest and not want to know if they have returned! To eliminate this I suggest there could be the OPTION to turn off guest registrations since you have the option to turn off register guests. Something to keep our database clean!

3. Staff Meetings
We have staff meetings weekly in our workplace but there is no ability to make an appointment and add other staff members in it to ensure all our calendars are blocked off at the same time. 

4: Blocking Off time
If the above option is not available, it would be great if there was a way to categorise and label our blocked off time so it was trackable.. eg. staff meetings, personal stuff, lunch, training ect. That way we can report based on that time blocked off. If this time could also have the ability to apply reminders that would be good too. In the calendar currently it doesn't highlight or take mention of any blocks unless you are in the day view. It does not allow your to edit the blocks or colour code them to make it stand out like HEY you need to do this today. We use this calendar for more than just appointments so its essential we can document those things correctly. EG. on the calendar view of your day today it will show your blocked times and your lunch break times in order. That was you can see your day ahead and account for those periods. When you click on the block it opens up the calendar view showing the notes you have written with the option TO EDIT which is not currently an option. Screenshot for an example. 

5. Resources
The recourses feature is cool however I have come across some roadblocks. For starters it doesn't assign anyone to it, so who is supposed to take care of that? When you get a reminder email about it from a customers perspective its says - you have an appointment with null as there is no way to customise that email for a non appointment service. Where does the resources calendar live? How do we see who is coming in for that and when? EG. We have a Hyperbaric Chamber we use in clinic. There is only 1 and therefore only 1 customer can use it for the hour at a time. If I have many consultants i still need to assign that resource booking to a  consultant but at the same time be sure that no one else has booked that time slot out. Im finding that i cannot do that in its current state. 

6. Staff SMS
I am not sure if it is just our organisation but staff are not receiving any text message reminders. Me as a super admin am receiving all notification during all possible testing type but the staff are not. Am thinking the phone number is updated in the wrong spot or something I am not sure? Can you assist with tackling why this would be the case? Is the phone number pulling from the profile page or the Zoho one account profile page? Or is there something else I am missing?

7. Zoho forms Integration
As a medical practitioner, we need to take notes of our consults. We use Zoho forms currently however we see great potential in the ability for these two apps to be integrated. Having the ability to fill out a form by clicking a button while seeing that customer in the consult and storing a copy of their notes in their file makes sense. I can see this being beneficial to almost every industry. Or at least having a way to access them quickly. Perhaps a short term fix would be to implement the use of custom buttons to navigate to other things? The notes feature currently is quite basic. MOST other booking platforms has some sort of note taking history quick access or forms storage within. Please consider this. 

8. Staff Access to settings
Staff cannot edit a customers details which i find quite odd. If they spelled their name wrong or need to update a phone number this is not possible. I find it quite strange that that would need a supervisor to do this for them. I think it would be much more beneficial to allow us to choose staff restrictions settings as they may differ per industry. Since our staff are not in the same state as thier manager sometimes, it is really unproductive to have to ask for basic changes that are not considered an issue for our staff to access. Hope that makes sense.

9. Bookings
Why cant we edit an appointment once it is made? You only have the choice to reschedule or cancel.  If that is not possible, then why when i press the DO NOT notify the customer of a cancelled booking, it does anyway? Would this not then seeing these cancellations in the reporting? Shouldn't that be an appointment unit of measurement? How long does it take for bookings to show in the reporting? I also think it would be ideal to make the customers name in the bookings clickable to see their profile and have access to their previous bookings if any. I noticed you cannot edit a booking once it is marked completed either even from a SuperAdmin. I think the ability to edit would make sense. EG.. you cancelled cos you thought they were a no show but showed up last minute anyway. Its just seems annoying not to have the option that is all.

10. Ability to see other peoples calendars in your same workplace
This is important for us. The details are hidden but the ability to see their availability is important. Can this be something we look into? 

Thanks for your time.
M
    • Sticky Posts

    • Zoho Bookings know-how: A hands-on workshop series

      Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.
    • 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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Market cap

        Market cap formula?? Kaise nikale
      • Zoho Sheet for Desktop

        Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
      • Option to Customize Career Site URL Without “/jobs/Careers”

        Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
      • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

        TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO
      • Auto-upload Creator Files to WorkDrive

        Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to
      • Google enhanced conversions not working

        Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup
      • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

        Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to
      • Direct Integration Between Zoho Cliq Meetings and Google Calendar

        Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
      • Zoho Desk - Cannot Invite or Register New User

        Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
      • Zoho sheet

        Unable to share zoho sheet with anyone on internet with editer option only view option is show
      • Allocating inventory to specific SO's

        Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
      • Mail and OS

        Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user
      • Personal account created under org account

        Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization
      • Add another account

        How to add another mail account to my zoho mail.
      • Recover deleted user

        Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.
      • No connection to the server

        Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys
      • URGENT: Business Email Disruption – SMTP Authentication Failed

        Dear Zoho Support, I am writing to escalate a critical issue with my business email account: 📧 marek@olbrys.de My domain olbrys.de is fully verified in Zoho (MX, SPF, DKIM, DMARC all valid – green status). I am using the correct configuration: smtp.zoho.eu
      • Emails missing from desktop but visible on phone

        Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.
      • Website Hosting

        Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,
      • Can not search zoho mail after update V.1.7.0

        i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.
      • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
      • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

        Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even
      • Add Support for Authenticator App MFA in Zoho Desk Help Center

        Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
      • Payment on a past due balance

        Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used
      • Instant Sync of Zoho CRM Data?

        With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
      • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

        Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK
      • Remove "Invalid entries found. Rectify and submit again" modal

        Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error
      • Validation function not preventing candidates under 18 or over 30 from submitting the web form

        Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.
      • Remember all the ways we've posted?

        The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital
      • Custom domain issue

        I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified
      • Cadence reports as front-end reports

        Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can
      • Zoho Commerce in multiple languages

        When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
      • Show elapsed time on the thank-you page?

        Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the date
      • The present is a "present"

        The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this
      • Kaizen# 209 - Answering Your Questions | All About Client Script

        Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefully
      • Email Integration - Zoho CRM - OAuth and IMAP

        Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
      • Search in Zoho Community Not Working

        I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.
      • I need to do crud with snippet html

        I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?
      • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

        I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
      • Next Page