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

    • Recent Topics

    • Option to block bookings from specific email address or ip adresss in zoho booking

      Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

    • Threaded conversations for emails sent via automation

      Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

    • Create folder is fetch fails

      coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

    • Meetups de Usuarios de Zoho - Noviembre 2025

      ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho

    • Introducing 7 New Connectors in Zoho DataPrep!

      We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

    • Sales Order, Invoice and Payment numbers

      Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

    • Missing information data Zoho inventory

      there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

    • Zoho Desk app update: AI powered features

      Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

    • How to Automate Email Sequence

      I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be

    • Turning off the new UI

      Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

    • Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

      Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder

    • Credit Management: #3 Setting Credit Limit for Customers

      Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • Adding Reports to Portals

      Is there a way to add Reports to portals so only the user can see report templates relevant to them?

    • Update on the client portal URL for Guest users

      We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here

    • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

    • Enhancements to Zoho Map integration tasks

      Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

    • Unable to see Zoho contacts in Zoho app on ios

      Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail

    • Task Due Date greater than 10 years.

      We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example

    • External User onboarding for zoho connect is not really intuitive.

      So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create

    • Hosting external websites on Zoho?

      How can I host my external website on zoho? Do we have that option? I am currently with hostinger and am looking to switch to zoho. Kindly help. Thanks.

    • How to Add Time Formula Duration (hh:mm)

      Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup

    • How can I calculate the physical stock available for sale?

      Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Live Webinar: Getting Started with Zoho WorkDrive - A Complete Overview

      Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to set up your team, bring in your data, and make the most of WorkDrive’s collaboration, organization, AI, and security capabilities. This session is perfect for anyone

    • Marketing Tip #4: Build your email list early

      Email marketing has one of the highest returns on investment. Don’t wait until later; start collecting subscribers now. When you've got their attention, you can send them emails about offers, new product launches, seasonal greetings, and more. Try this

    • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

      When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

    • Unify Overlapping Functionalities Across Zoho Products

      Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

    • Zoho Desk Domain mapping / Cloudflare CNAME not recognized

      Hello, my website is behind Cloudflare and SSL. From the Cloudflare control panel I added a CNAME record such as support.mydomain.com pointing to desk.cs.zohohost.com but I'm stuck with the message "Make sure you've mapped the CNAME entry..."

    • Power of Automation :: Quick way to associate your Projects with Zoho CRM

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Create an Eye-Catching Announcement Widget for Your Help Center

      Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

    • I want to add my other zoho account in same pc

      why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that

    • 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.

    • Capture Stripe’s Customer ID

      Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.

    • Custom Modules - Where are Comments??

      In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,

    • Dynamic Signature - Record owner

      Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

    • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

      Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@

    • Amazon invoice in Zoho Books

      I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

    • CUSTOM FUNCTION GIVE ERROR #EVAL!

      CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }

    • Next Page