What's New - June 2025 | Zoho Backstage

What's New - June 2025 | Zoho Backstage

Plans change. People cancel. Tickets get handed off. It happens, and we understand. As an organizer, you need tools that offer flexibility for attendees while protecting your event’s integrity. That’s why we’ve built features to help you manage these situations with clarity and control.

This month’s updates may not be the flashiest, but they have a clear purpose. They are designed to give you quiet confidence, helping you say "yes" when it matters and "not this time" when it doesn’t. With that balance, your events become more than just efficient. They become intentional and genuinely human.

Let's take a look at what's new and enhanced. 

Cancellation Approval 

Make cancellations work for you and your attendees.

Managing cancellations is now more flexible and organizer-friendly with the new cancellation approval workflow in Zoho Backstage. Instead of canceling tickets immediately, organizers can now receive formal requests from ticket holders, review them, and choose to approve or deny them. This extra layer of control helps you stick to your event policies, handle refunds more accurately, and keep communication clear, especially for complex or high-value requests.

To turn this on: 


  • Navigate to Registrations > Registration Settings from the Dock, and switch on the Cancellation Approval toggle. 
  • Once active, any attempt by an attendee to cancel a main ticket, companion ticket, or session will create a request instead of an instant cancellation. The request will show up as Pending in the attendee’s event portal, so they can see what’s happening at any time.
On your side, these requests appear under a new Cancellation Approval tab in the Registrations module. You can check each request in detail. If it includes multiple items, such as a ticket and sessions, you can approve or deny each item separately. For example, you might approve a ticket cancellation but keep the session registrations active.



When you approve a request:
  • You’ll see the attendee’s reason, the items involved, the cancellation fee (which you can still edit), the refund amount, and an optional comment box. 
  • Once you confirm, the request status changes to Approved on the attendee’s side.
When you deny a request:
  • You’ll see the same details and can add a reason for the denial. 
  • The status will then update to Denied for the attendee. 
  • If only some items are approved, the status will show Partially Approved, and any denied items will be removed from further processing.
To help you stay on top of things, the Cancellation Approval tab has filters to see all requests or only those that are pending, approved, denied, or partially approved. This makes sorting and managing large volumes of requests easy.
Notes
  • If the primary ticket is selected for cancellation, any linked sessions or companion tickets will be automatically included. 
  • Also, once a request has been denied, it can't be submitted again.
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans

Restriction of ticket transfers

Stronger control over how tickets change hands.

A new enhancement has been introduced to give event organizers greater control over how ticket transfers are handled. You can now decide whether to allow or restrict transfers, depending on your event’s needs. This helps prevent unauthorized resale, reduce misuse, and maintain operational clarity, which is especially important for tightly managed or high-value events.

In the past, many organizers offered attendees the flexibility to transfer tickets to others after registration, which worked well for most events. However, as some events grew more complex, organizers began to see new challenges where tighter control became necessary. For example, some reported cases where tickets purchased at the standard price were resold at higher rates, creating potential policy conflicts. In other cases, especially when attendee badges are preprinted, last-minute transfers can lead to mismatches and confusion at the venue.

To address these concerns, organizers can now enable or disable ticket transfers at any point, based on their event’s operational requirements. 



To turn off ticket transfers: 
  • Navigate to Registrations > Registration Settings from the Dock, and switch of the Allow Ticket Transfers toggle. 
  • Here, the ticket transfer policy can be defined for all ticket classes or tailored to specific ticket classes. This ensures that organizers can enforce different transfer rules for different tiers or categories of tickets.
By default, when the Allow Ticket Transfers option is enabled, transfers are permitted. However, organizers also have the option to define a time window during which transfers are allowed. They can choose to allow transfers until the event start date, the event end date, or set a custom date and time. Once this defined period has passed, ticket transfers will be automatically restricted for attendees.
Notes
While attendees are subject to these restrictions, event organizers themselves will retain the ability to transfer tickets on behalf of attendees at any time, regardless of the transfer settings in place.
This is designed to help organizers prevent unauthorized resale, maintain data consistency, and ensure smooth operations on event day.  

Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans

Simplified refunds with automatic cancellation fee application

Spend less time on fee calculations and more time running your event smoothly.

Managing cancellations is now faster and more consistent with our new automatic cancellation fee application. When you use the Cancel and Refund option, the cancellation fee you defined during ticket setup is automatically applied to the refund amount. This removes the need for manual adjustments and helps you maintain fairness and consistency across all refunds.

Full control when you need it:
  • You still have the flexibility to adjust the cancellation fee percentage before finalizing the refund. This means you can easily handle special cases, such as emergencies or loyal attendees, while protecting your revenue and saving valuable time.
If you issue a refund without canceling the ticket, such as for a goodwill gesture or a partial adjustment, no cancellation fee will be applied. In these cases, the ticket remains valid, and you can manually adjust the refund amount to suit the situation.
Notes
Automatic cancellation fees are only applied if you’ve set a cancellation fee for the ticket class during ticket setup.
This update makes your refund process quicker, clearer, and more reliable, allowing you to focus on delivering great event experiences instead of double-checking fee calculations.

Plan availability: Included in the Essentials, Premium, and Ultimate plans

Alt Text support for all website images

Make your event website more accessible and search-friendly.

Alt Text support has officially arrived in Zoho Backstage, helping you build more inclusive and discoverable event websites. Whether you are aiming for WCAG compliance or looking to improve your site's SEO performance, this feature ensures your visuals are both beautiful and meaningful.

Every time you upload an image in the website builder, you will now see an Alt Text field in the right-side panel. It comes with a default value of “image,” but you can and should replace this with a custom, descriptive phrase that accurately represents the image. This allows screen readers to convey the content to visually impaired users and gives search engines better context to index your site.



For bulk management:
  • Navigate to Settings > Customize Text > Alt Text (available on all paid plans). You’ll see a preview of each image, making it easy to update values at scale. Multilingual sites are fully supported—you can switch languages and refer to the source-language Alt Text while entering translations.
For a spreadsheet-based workflow:
  • The Event Website - Alt Text sheet is now part of the language export file. Update it in bulk and import it back into Backstage to instantly reflect the changes across your website.
Whether you're optimizing for discoverability or inclusivity, this update ensures your event content is both meaningful and compliant.

Plan availability: Included in the Free, Essentials, Prem​ium, and Ultimate plans

Register companion tickets anytime (Early access)

Give attendees more flexibility for their guests.

Attendees can now register companion tickets anytime after they purchase their main ticket, as long as their ticket includes the companion benefit. They simply log in to your event website and add companion tickets from either Your Orders or Your Tickets.

From Your Orders:
  • Navigate to Your Orders > Event Tickets > Register Companions. This takes them to the ticket selection page to complete the registration.
From Your Tickets:
  • Navigate to Your Tickets > Register Companions. This also directs them to select and confirm companion tickets.
Each companion ticket will appear as a separate order on the website, linked to the main ticket ID. On your end, the companion registration is also tracked as its own order, keeping everything clear and organized.

We’re just getting started.

The updates you see today are only part of our bigger vision to make Zoho Backstage more flexible, reliable, and rewarding for every organizer. In the second half of 2025, we’ll roll out more practical enhancements and thoughtful tools to help you handle change smoothly, deliver better experiences, and run every event with more confidence.

Thank you for being with us on this journey. Stay tuned, because there is more to come.

Note: All the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.

If you have any questions or would like to try out our early access features, feel free to contact us at support@zohobackstage.com.

    • Recent Topics

    • Commerce Order as Invoice instead of Sales Order?

      I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this

    • Import data into Multi-Select lookup field from CSV/Excel

      How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Script that deletes a record?

      We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,

    • A formula that capitalises the first letter of each word

      Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.

    • Quotes in Commerce?

      In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to

    • Zoho Commerce - Mobile Application

      Does Zoho Commerce have a mobile application for customers to place an order?

    • Register user through Phone Number by Generating OTP

      In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification

    • Unable to change sales_order status form "not_invoiced" to "invoiced"

      I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting

    • Custom Buttons for Mass Actions

      Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were

    • Zoho Vault Passwords

      Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.

    • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

      I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?

    • Zoho Creator to Zoho CRM Images

      Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

    • 【Zoho CRM】レポート機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。

    • Translation in zoho bookings

      We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking

    • Is there any way to bill one client in different currencies on different invoices?

      I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support

    • API name for all fields in Zoho Project (Standard or custom)

      Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App

    • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

      I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

    • Zoho Assist not rendering NinjaTrader chart properly

      Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Link(s) between Notes

      Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking

    • Option to Hide Project Overview for Client Profiles

      In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.

    • Zoho Books | Product updates | August 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

    • Regex in Zoho Mail custom filters is not supported - but it works!

      I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

    • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

      Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section

    • I don't see any WITHDRAWL transaction at all

      Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,

    • Shared inbox unable to see replies

      Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying

    • Kaizen #136 - Zoho CRM Widgets using ReactJS

      Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM

    • 404 error at checkout

      Our customers are getting a 404 error at checkout. Anyone else with the same problem?

    • FONT Sizing in Notebook

      Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. Nothing

    • Can managers Upload documents to their direct rapports?

      Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there something

    • Leave balance display for next year

      Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balance

    • Please add an “Auto-Apply Unused Credits” toggle

      Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work for

    • Zoho Books not working/loading

      Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!

    • Custom Fields with Data Types for Expense and Payments Received in Zoho Books

      Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can

    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

    • Zoho Cliq - Incident alert (Server outage - IN DC) | August 28

      We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:

    • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

      Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

    • Next Page