What's New - August 2025 | Zoho Backstage

What's New - August 2025 | Zoho Backstage

Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things simple where they can be, powerful where they should be, and thoughtful all the way through. Think of it as a mini renovation where the walls stay up, but the lights shine brighter, the doors swing easier, and your coffee somehow refills itself. Let’s take a look at what’s new and enhanced this August.


Session registration  

Turn your agenda into a choose-your-own adventure.

We’re excited to announce the arrival of session registration in Zoho Backstage. This feature gives event organizers more control over premium content, attendee scheduling, and capacity management while creating a more personalized experience for participants.

With session registration, organizers can monetize high-value content such as workshops, masterclasses, and sessions featuring high-profile speakers. Attendees can pre-select the sessions they want to attend, helping them build structured schedules that suit their interests. On the organizer’s side, this avoids overcrowding by enforcing capacity limits and provides valuable insights into which sessions generate the most demand for future planning.



How it works:
  • Session registration can be enabled from the Manage > Agenda screen. Once configured and republished, sessions will appear on the event website with registration options.
  • When attendees register for the event, they can now select tickets, choose sessions, provide attendee details, associate attendees with specific sessions, and complete their payments in a single flow.
  • After logging in, registered sessions appear under a new Your Sessions tab, while order-level details are available in Your Orders. If a session is canceled, attendees will see the update under Cancel and Refund History.
  • Even after ticket purchase, ticket holders can log into the event website, go to Agenda > Register, and sign up for sessions later. Please note that, in this release, purchasers can't register sessions on behalf of other ticket holders.
Event organizers will find new tools to manage and track session registrations:
  • Session Registration tab: Displays a list of all registered attendees, with options to filter by track, sort by details, and manage visible columns such as session name, track, date, time, and attendee count.
  • Register New Attendee: Organizers can register attendees directly from the Session Registration tab or from each session’s View Attendees section. Here, they can export data, apply filters like ticket class or check-in status, and customize visible columns.



  • Session Check-In: Supports both free and paid sessions. Organizers can register and check in attendees directly, even if they haven't registered in advance, through the Yet to Register section under Session Check-In.
After registration, attendees receive session details by email, similar to ticket confirmations. Email notifications also cover session cancelations. Within the Order Details tab, session information is listed alongside tickets, with cancelations and refunds captured in the Cancel & Refund History pane.
Info
Plan availability: Available across all plans. Paid sessions are supported starting from Essentials and above.

Ticket grouping

Because tickets deserve a family tree too.

We’re adding more clarity and flexibility to how tickets are managed in Zoho Backstage with the introduction of ticket class grouping. This feature allows organizers to organize different ticket types into groups, making it easier to present a structured and intuitive registration flow for attendees.

Ticket classes such as General Admission, VIP, Free, Investor, or Partner passes can now be grouped together in a way that highlights their distinctions while still keeping the registration process simple. This helps attendees quickly understand the differences between options and choose tickets that best match their preferences, budget, or privileges.



How it works:
  • Navigate to Registrations > Ticket Class > Add Ticket Group. Create a new group and assign ticket classes to it.
  • Once created, groups can be edited at any time to add or remove ticket classes. If you need to rearrange, simply use the "Move to" option or drag and drop ticket classes within or across groups. If a group is deleted, only the group itself is removed, while the ticket classes remain available and appear as ungrouped.
This update gives organizers flexibility to design their ticketing structure around audience segments, ensuring clarity during registration while keeping the backend easy to manage.



On the event website, tickets are displayed in their grouped structure by default, giving attendees a clear view of available options. Organizers can choose to disable this grouped display from the website builder if they prefer a simpler layout. Any ungrouped ticket classes are automatically displayed under an “Others” section, ensuring no ticket is left out. The grouped view is consistently shown across the Tickets page, the Select Tickets screen, and even when adding an order from the Orders tab.

By grouping ticket classes, event organizers can create a clearer, more organized registration experience that benefits both their team and their attendees.
Info
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans. 

Assign primary contacts for custom forms

No more “Who’s handling this?” moments.

Managing form responses just got a whole lot easier. With this update, Zoho Backstage now lets you assign a primary contact for each custom form. That means every submission reaches the right person without extra forwarding or missed follow-ups.



How it works:
  • Navigate to Communicate > Preferences > Primary Contact > Module-Specific Primary Contact > Assign Primary Contact.
  • Or, head to Manage > Custom Forms > Edit > Form Builder and set the contact directly from there.
  • If you ever need to make a change, simply click Change, and you’ll be redirected back to the Primary Contact settings under Communicate. From there, you can update your configuration without any hassle.
Once a primary contact is set, every response submitted through your event website will trigger an email notification to the designated person. This means no more delayed follow-ups or confusion over who’s responsible for handling incoming submissions. Communication becomes more streamlined, and accountability is always clear.

The benefit of this update is simple: by assigning primary contacts, you ensure that form responses never slip through the cracks. The right people receive the right submissions, ownership is straightforward, and your team can manage event communications with greater confidence.

This enhancement is now available across all plans that support custom forms. 
Info
Plan availability: Included in the Premium and Ultimate plans.

Enhancements

A new look for order management in Zoho Backstage

Orders, organized!

The Orders tab in the Registration module has been reimagined. What was once a simple list of purchases is now a full-featured workspace where organizers can view, edit, and act on orders with far more control than before.



At the heart of the update is a redesigned Order Details view. Each order is now broken down into clear sections: Order Information, Purchaser Details, and Order Summary. This structure helps organizers quickly locate the information they need without extra effort. Attendees and session registrations are also displayed in separate panels, making it clear who is associated with each order.

If something needs to be updated, the new Edit Order pane lets organizers adjust purchaser information and access billing addresses quickly. For offline orders, payments can now be marked manually as paid or unpaid, with fields for payment mode, transaction ID, and notes.

From the More Actions menu, every order now comes with tools to:
  • Resend order emails
  • Edit purchaser information
  • Cancel or refund orders (with adjustable fees and refund amounts)
  • Check purchaser email history
  • Track order activity in real time
This means fewer steps, less switching between screens, and a faster workflow for managing registrations.

Events can generate thousands of orders, and keeping them organized is now easier than ever. The Orders tab includes advanced filters for order status, type, payment method, payment mode, and source. Sorting by purchaser name, order ID, or date/time makes it simple to surface the right records. And with 18 column headers to choose from, organizers can design their own view of the data, showing only what matters most.

This release doesn’t just improve the present—it also prepares for what’s ahead. 
Info
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans. 

Exhibitor categories made better

Give your categories a glow-up.

We’ve upgraded your exhibitor category setup and management in Zoho Backstage. The new design gives you a cleaner interface, more flexibility, and better visibility controls.

With this release, categories are now more customizable. Organizers can group and organize benefits within each category, assign distinct colors for easy identification, and use visibility toggles to decide what's shown. Flexible display options allow each event setup to match its specific requirements, ensuring categories are both functional and clear.

The new creation and management screens make it easier to move between categories and their associated benefits. Benefits can be enabled or disabled whenever required, and their availability, counts, and status are presented in a structured way. This gives organizers a complete view of what's currently active in each category.

Categories can also be linked directly to exhibitor or sponsor packages so that reserved benefits are applied consistently. Assigning unique colors to categories adds another layer of clarity, making it simpler to manage and distinguish them.



On the website, organizers can now decide how categories are displayed to attendees. Categories may be shown or hidden, and exhibitor listings can appear in either a card view or a table view, depending on the style that best suits the event.

To start using it:
  • Navigate to Exhibitors > Exhibitor Categories, or configure the display preferences in Design > Website.
With Exhibitor Categories V2, organizers gain more control over how exhibitors are managed and presented, while attendees receive a clearer and more organized view of event participants.
Info
Plan availability: Included in the Essentials, Premium, and Ultimate plans. 

New withdrawal flow in Registration Approval

Sometimes “no thanks” deserves its own button.

Event registration just got more flexible. We’ve added a new Withdrawn status to make the ticket request process smoother for both attendees and organizers. From now on, attendees who no longer wish to attend can simply withdraw their registration requests directly from the event website. These requests will be neatly recorded in the system and can be found under the Canceled filter in the Registration Approval tab.

On the website, attendees will see their request clearly marked as Withdrawn, ensuring there’s no confusion about whether their registration is still pending. For event organizers, this new status provides better visibility by separating attendee-initiated withdrawals from organizer-declined requests. This way, you’ll always know which cancelations were voluntary and which were rejected during approval.



To help you stay on top of your workflow, the Registration Approval tab now follows a simple guide. Pending requests are those awaiting review, approved requests are the ones you have confirmed, rejected requests are those you have declined, and withdrawn requests are those attendees have chosen to cancel themselves.
This update not only simplifies your approval process but also gives attendees more control over their registrations, making the overall experience clearer, more transparent, and easier to manage for everyone involved.
Info
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans. 

More flexibility with Transaction ID requests

Ask for details only when you really need them.

We’ve introduced a new level of flexibility to how transaction details are collected during ticket registration. Event organizers can now choose whether to display the Transaction ID pop-up when attendees select an offline payment option.

By default, the Transaction ID request will appear for Bank Transfer, Check, and Other payment modes, ensuring that important reference details are collected upfront. However, if you prefer not to request these details, you now have the option to disable it with a simple setting change. On the other hand, for Pay at Venue, the Transaction ID request will remain disabled by default, but you can easily enable it if your workflow requires attendees to provide transaction details in advance.



To keep things transparent, any changes you make to the offline payment settings will be automatically recorded in the activity logs. This gives you a reliable trail of updates and ensures accountability across your event management team.

With this enhancement, you have greater control over how payments are managed, offering both convenience and flexibility for your attendees while keeping your processes streamlined.
Info
Plan availability: Included in the Essentials, Premium, and Ultimate plans

Other updates

New UI in Marketing Plus

A refreshed Zoho Backstage interface has been introduced in the Marketing Plus and CRM Plus bundles. The updated design improves navigation, creates consistency across modules, and helps organizers manage events with greater clarity and ease.

New themes: Velvet and Neo Noir

The Velvet and Neo Noir themes has been added to the website, giving organizers a bold and stylish option to match event branding. These modern designs introduce a darker palette with sleek layouts for professional-looking event pages.

New session card layout

A third layout style has been released for session cards under Design > Website settings. Organizers can select from multiple layouts to better highlight speakers, timings, or details, creating an agenda design tailored to their event.

Publish events without a location

Events can now be published without requiring a location to be entered, giving organizers more flexibility when setting up offline or hybrid events. This change makes publishing faster while accommodating events that may not need a physical address.

Schedule Demo option for Trial plans

Trial plan users are given the option to schedule a demo directly from their account. This addition makes it easier for new users to explore features, understand workflows, and receive guided assistance before moving to a paid plan.

Host parallel sessions

The restriction limiting organizers to a single active session has been lifted. Organizers gain more flexibility to test, manage, and run multiple tracks or parallel sessions without interruption, making event operations more efficient.



That’s everything we have for this month. Every improvement comes from your feedback, ideas, and support. Thank you for being part of this journey and for trusting Backstage to power your events. We'll be back soon with more updates. Until then, here’s to smoother planning, stronger connections, and events that leave lasting memories.


Info
All the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.
For additional assistance or questions regarding these new features, contact support@zohobackstage.com. Stay tuned for continued updates designed to enhance your event management capabilities.
    • 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
    • CRM/Bookings integration edits Contact names

      Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated
    • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

      We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field
    • Auto select option in CRM after Zoho Form merge

      Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown
    • 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,
    • 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
    • Automating Ticket Responses Using Zoho Desk's AI Features

      We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this
    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
    • スマホでキャンペンメールを見ると正しく表示されない

      キャンペーンのメール(HTML)を作成しましたが、スマホ表示に切り替えると正しく表示されません(添付参照)過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか?
    • Bring your CRM data straight into your presentations in Zoho Show

      Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting
    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
    • Introducing New APIs in Zoho Contracts

      We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete
    • Vimeo

      For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.
    • Edit 'my' Notes only

      The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
    • Delete a department or category

      How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
    • Organization Emails in Email History

      How can I make received Org Emails to show up here?
    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
    • Default Sorting on Related Lists

      Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
    • Editing the Ticket Properties column

      This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
    • Deleting Fields in CRM Deletes Views in Analytics

      Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges
    • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

      We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every
    • why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

      I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.
    • How to setup pricing in Zoho

      Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
    • Workaround: openURL in Blueprints - An alternate approach

      There is a roundabout way to open a URL in blueprints after a save event. By using the 'onBeforeMandatoryFormSave' in Client Script, you can open an external URL. Now, the problem is, this is designed to be run BEFORE the blueprint is saved, not after,
    • Prefilled Date fields auto-changed and then locked when using “Edit as new”

      If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today
    • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

      Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have
    • Access Phone Field Components (Country Code) Directly

      Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,
    • Forced Logouts - Daily and More Frequent

      In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.
    • Send mass messages through WhatsApp from the Tickets module

      Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted
    • Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.

      Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversation
    • The difference between Zoho Marketing Automation and Zoho Campaigns

      Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?
    • Identifying and Merging Accounts with Similar (Non-Exact) Names

      Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
    • Lead Owner Signature Merge Field

      I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields
    • How do I create a time field?

      I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
    • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

      Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,
    • Alternating columns - How to reverse order on mobile - Responsive template

      Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row
    • Enhancements to finance suite integrations

      Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also
    • Next Page