📣📣 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 Solns

  

• Sheila Zayas

• mike

• John Bloomfield

• Sticky Posts

• Important: DKIM verification needed for unauthenticated email domains

  Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Jan-2025.

• Introducing Appointment Title Customization

  Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the

• Attention: Scheduled Maintenance at US DC on Dec 19, 2024

  Dear Bookings users, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the accounts

• 📣📣 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

• Select CRM Custom Module in Zoho Creator

  I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

• Increase Round Robin Scheduler Frequency in Zoho Desk

  Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

• Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk

  Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being

• Mass update Accounts in Zoho Desk

  We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update

• Vivaldi will not open the Zoho Mail app when I click a email link in the browser

  I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?

• Digital publisher

  Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.

• Time Zone Correction with Daylight Savings Time

  Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me

• Load form in iframe without header

  I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. Any

• Filter embedded report

  How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'

• Creator Simplified #5: Set file upload restrictions in Zoho Creator

  Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimize

• Field Type: Address, Change District/State to Dropdown with picklist??

  Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.

• cutomized fields are not showing up in zoho creator from zoho crm

  We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? Thanks

• How to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit

  I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' form

• Open New Free Zoho Account

  Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,

• 554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist

  554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALL

• Emails going back unread

  Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?

• Constraints on Tasks

  We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor

• Moving Project Dependencies Not Moving Precedessors

  Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting

• Can you set task due dates to be "x" days before the milestone?

  We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!

• Default ticket template in helpcenter

  Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

• Expanded data-capturing capabilities with enhanced tabular sections

  We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections

• Integration of Business Hours in Email Templates

  Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email

• Add Owner to deluge-created module record note

  Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));

• Blueprint - Field Validation Criteria (During)

  When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options.  Within the Field Validation Criteria within Blueprint, those options aren't available.  Is there a particular reason for this? 

• Delete Field that is used in a Zoho Flow connection

  I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

• Use image on img HTML tag

  Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,

• ZOHO Compain emails going to spam after authentication is successful

  Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.

• Security Policies

  To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. Enabling

• Zoho CRM functions editor is not in the programming language deluge

  I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type.

• "Age in Days" calculation in Advanced Analytics

  Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank you

• Automatically set quotes to "lost" if deal is set to lost

  Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!

• Subdomain

  How can i make subdomain in my zoho website

• A/R Aging Details shows wrong aging days

  In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.

• Global Choice List share ownership

  I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff

• Domain Transfer

  I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.

• Project Templates & Reminders

  I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from

• Kaizen #126 - Circuits in Zoho CRM - Part 1

  Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

• Create customized SLAs for your customer base with support plans

  Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pending

• Zoho Flow or Schedules

  I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times

• How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

  Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

• Next Page