📣📣 Zoho Bookings - Feature Roadmap 2024

Hi Everyone,

Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in as well.

Below is our projection for the year so far (we'll be adding more items once they're prioritized and slotted for release).

1. Ad-hoc meetings

It's common to get meeting requests outside your schedule. Ad-hoc meetings allow you to reserve time slots and share them with specific clients or prospects you want to meet with.

Not just clients—you can book internal meetings with your own staff too. Plus, keep time slots hidden from the person you're sharing your availability with.

2. Recurring one-on-one meetings

Looking to offer one-on-one meetings on repeat for your clients? Don't book separate appointments.

Set up a package and let your clients choose the desired time slots with recurring one-one-one meetings. Customize meetings to recur on desired days and times. Collect payments for all the sessions upfront and have clients show up during the set schedule.

3. Appointment restrictions

Too many appointments a day can really decrease the quality of your work. Take control of your time with appointment restrictions. Restrict the number of appointments you receive for any staff, service, or resource, right down to the customer (using their email address).

Limit appointments for:

• One-on-one services

• Collective booking services

• Group booking services

• Resource booking services
  

4. Enhanced browser extension

We recently launched our free Chrome extension so you can book appointments, check your schedule, and book time off right from the browser. Now, we're extending its capabilities to:

• Copy desired time slots into your Gmail messages
  

• Share booking links inside LinkedIn
  
  

You can extend your outreach to clients over social media and email with the upcoming features.

5. Integration with Bigin

Love Bigin? You'll love Zoho Bookings too. Automatically collect qualified leads when they schedule with you in Zoho Bookings, and manage those leads using Bigin—the perfect lead-gen and sales machinery for your business!

Plus, book appointments right inside Bigin and manage all your customers from one place.

6. Preview email templates

It's important to ensure your email notifications load well with all visual elements in place. Now, you can upload your HTML content and preview your email notifications before sending them to your clients.

No more broken emails!

7. Event title customization

We've heard your requests for customizable event titles on calendar invites. Now, you can use placeholders to add dynamic values like the event name, time, and host in titles. This is expected to be released before March 15, 2024.

8. Extended custom functions

There's a lot you can do with Zoho Bookings when you use custom functions:

• Create a Cliq notification when an appointment is rescheduled.
  

• Send Zoho WorkDrive documents to clients when you mark an appointment as complete.
  

How do you do it?

• Pick the Zoho app to integrate with (e.g., Zoho Books, Zoho Cliq)
• Decide on the desired result (e.g., create an invoice, send a message)
• Choose a trigger (e.g., booked, canceled, rescheduled)

With custom functions, connecting Zoho Bookings with other Zoho apps will be a breeze. Below is the list of apps you can connect to through custom functions.

Zoho CRM
Zoho Invoice
Zoho Books
Zoho Docs
Zoho Sign
Zoho Recruit
Zoho Cliq

9. Mobile app revamp

Your business staff should be able to access appointment details, check availability, and book time-offs on the go. That's why we're launching a completely revamped Zoho Bookings app (both iOS and Android) with a fresh UI and enhanced user experience. Here's a teaser of some of the screens.

    

 

10. UI/UX enhancements

We've identified areas in the web app where we can elevate your user experience. We are doing a major revamp of the look and feel of the web app to complement the changes we're bringing to our mobile app.

Note that the items listed above are in no particular order for our projected roadmap, 2024. We'll make announcements when they're live and when there are new additions to our planned updates. Have a great year ahead!

Cheers,
The Zoho Bookings Team

• Topic Participants

• Prakash Khanna R

  

• Yaali Bizappln Solutions

  

• Sheila Zayas

• mike

• John Bloomfield

• Sticky Posts

• New feature: Invite additional guests for your bookings

  Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

• 📣📣 Zoho Bookings Schedulathon 2025 is here!

  Hey Zoho Bookings fam, We're excited to invite you to our first-ever hackathon: Yes, Zoho Bookings Schedulathon 2025 is live now. This is a virtual event and you can participate anywhere from the world. Businesses should be able to set up meetings from

• 📣 [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue

  [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue Hi all, Service-based businesses need to be on top of their client experience game to stay ahead. Spikra, one of our Advanced Zoho Partners, has been helping businesses deliver

• 📣📣 Zoho Bookings - Feature Roadmap 2024

  Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in

• Attention: Important updates to the payment gateway integrations

  Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make the

• Recent Topics

• Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

  Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

• filter on sheets mobile (iOS, iPadOS) does not work

  re-posting this as a question because reporting as a problem netted zero responses... I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: but on iOS the filter dropdowns are

• Inactive License for free account.

  I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact

• zoho creator panel add formula

  Hello. I'm using zoho panels which works good for me but i need to add an extra calculation the predefined sum function provided by zoho. not sure if this is possible? The code zoho is generating for the sum is as follows; <text margin='0px' padding='0px'

• Zoho Books recurring invoicing link to a Zoho CRM Deal?

  With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoice

• Data Import

  Hello Latha, Is there any option to enable data import option in Equipment module? Best regards, Chethiya.

• No background for video recordings, no playback speed, can't even playback longer recordings - have to download…

  Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limits

• Introducing PDF conversion in Deluge

  Hello everyone, We're pleased to introduce built-in PDF conversion capabilities in Deluge with the launch of the convertToPDF task. As PDF is one of the most widely used formats in professional environments, this task helps streamline document generation

• Changing naming convention for Estimates

  Hi there, How do I customise the naming of the filenames for estimates when sending them? Currently they are named literally just ES11.PDF or whatever the number of the estimate is. There is no Company name, description of the work, customer name, date

• Email templates for estimates

  Hi there, When I send an estimate the option to choose a template appears. However it is common to need to make some minor personalizations and modifications to the email before sending ie. adding a second person to the greeting, or adding a small note

• 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

• How to transfer uploaded files from Zoho Survey to external systems?

  Hi everyone, I'm currently integrating Zoho Survey with an external system and have run into a limitation I haven't been able to solve yet. I'm using webhooks to send submitted survey data (JSON) to my external API, which works perfectly for all standard

• On Duty Requests - Zoho People Data

  Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty

• Editing Estimates

  Hi team, How do I delete line items in an estimate when editing it? I can't see any option to do this - no X, no trashcan, no drop down... And how do I revert to the original estimate after cloning? I cloned to see if the option to edit were disabled

• Reading emails sent from Zoho

  Hi there, How do I view an email sent from Zoho, for example an email which contains an estimate? I can see there is a tab in the screen for that estimate which is labelled 'Emails' and I can see a summary of the email sent listed there, but I cannot

• Feature Request: Mass update selected Contacts to Accounts

  I can't believe this isn't an ability already. It's a quick fix that would save hours of manual entry time. This looks like it had been requested 3-4 years ago with no answers from staff! Please add all contact fields into the "mass update" menu. You

• Support Bots and Automations in External Channels

  Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

• How To Implement an Auto-Check-out Feature for Attendance?

  If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM

• Automate the file import step

  Hello everyone, I have a Sales - 'Account' category, and currently import the file to update it as follows: Import Accounts - From File - Update existing Accounts only - select and match the field the CRM. Since we have been using Microsoft 365 SharePoint.

• Set Default Status of Assembly to "Assembled" When Entered in UI

  I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some

• Sender Email Configuration Error.

  Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail

• Share saved filters between others

  Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

• Webinar Alert: Learn how to decode your landing page performance with analytics

  Every click, scroll, and drop-off tells a story. Are you listening? Join our Landing Page Analytics webinar to understand how data can reveal what’s working and what’s costing you conversions. In this session, you'll discover The most important metrics

• Campaign Status Field in CRM

  I'm wanting to create a custom view in CRM that shows all those who have recently hard bounced in past campaigns so we can clean up the database. An old Zoho article said it was possible, but I don't see the option to push campaign status field to CRM,

• Zoho Forms for Vertical Studio Subscriber Organizations

  We’re excited to introduce the Zoho Forms integration with Vertical Studio. This allows you to capture data using forms and send it directly to your Vertical Studio modules. With this integration, form submissions can be used to create or update records,

• Zoho Flow not handling Boolean properly

  Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false

• Printing invoice from creator using writer

  Hello. I have created my invoices using Zoho Writer and i'm sending data to them from Zoho Creator by selecting a row in a report and then clicking a button which has workflow connected to it to send the date to the invoice in writer. This is working

• How to Initiate WhatsApp Message on SalesIQ?

  I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.

• i want to delete organization or tranfer ownership

  I accidentally created a Zoho organisation and now I cannot accept an invite from another organisation. I am the Super Admin and cannot leave. Please either delete my organisation or transfer ownership so I can leave.

• Bulk upload images and specifications to products

  Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

• CRM Notes

  Hello, We want to add a Note to the Contact record when a Note is added to a Case or Deal. I wasn't able to do this using a workflow, so I tried using Zoho Flow, but that didn't work either. Does anyone have a suggestion on how we can accomplish thi

• Zoho FSM API Delete Record

  Hi FSM Team, It would be great if you could delete a record via API. Thank you,

• Marketing Tip #26: Optimize product images for SEO

  Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make

• Allow rejected records (Approval process) to re-enter Blueprints

  Cannot seem to get my head around the key differences between the Blueprints and the Approval Process. For me it seems like different flavours of more or less the same thing - especially now that we have the option of Record Locking. Have a quote to sales

• Every time an event is updated, all participants receive an update email. How can I deactivate this?

  Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

• Streamlining E-commerce Photography with AI Background Tools

  Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this

• Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone

• WO Completion Status Not Updating Automatically

  Hello Latha, Hope you are doing well. Over the past few days, we have been facing an issue with WO completion. When an AP is marked as complete, the work order status is not automatically updating to “Completed,” and we have to mark it manually. Could

• Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

  We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

• Customer Message Edit/Delete Function & Backend Visibility Inquiry

  目前客服已发送的对话支持编辑和删除功能，请问在 Zoho 系统后台，是否可以查看客服具体发送了什么内容，以及删除或修改了哪些信息？如果无法查看，这个功能是否可以通过设置关闭客服的编辑和删除权限？如可以，请告知具体设置路径。 Currently, customer service agents are able to edit and delete messages after sending them. In the Zoho system backend, is it possible to view

• Next Page