Common Questions

Common Questions

  1. Where do I find my business' booking page?
  2. I'm a staff member. How do I find my individual booking page?
  3. Is there a separate booking page for a service?
  4. How can I embed a booking page?
  5. How can I add customers into the system? [Admin only] 
  6. Can I create and share my reports?
  7. Can I customize my calendar view?
  8. How do I share feedback or contact support?
  9. How do I enable access to Zoho Bookings support team?
  10. How do I change the time interval between two available slots?
  11. How can customers choose the staff they want to book appointments with?

Finding your business' booking page
  • Click on the Booking Page link in the top menu bar.
If you have multiple workspaces or services, a pop up will appear with the links to all your workspace and service booking pages.
  • Click Copy to copy the URL of your booking page, or click Go To to be taken to your booking page.
  • Use the More icon to customize your booking page URL or to get an embed code for the page.


Finding your individual booking page
  1. Click on My Profile on the top panel of Zoho Bookings.
  2. Use the icons on the left to Copy or Go To your booking page.



Finding the booking page for a specific service
  1. Click Manage Business on the top panel of Zoho Bookings.
  2. Click Services from the left panel and select a service.
  3. Use the icons on the left to Copy or Go To your booking page.



Embedding a booking page
  1. Click Manage Business in the top menu bar.
  2. Click Workspaces in the left panel and select the workspace that has the booking page you want to embed.
  3. Click on Embed As Widget.
  4. Copy the embed code and paste in on your website to embed it.



Adding customers to your Zoho Bookings system
  1. Click Customers in the top menu bar of Zoho Bookings.
  2. Click the Add icon  to add a customer.
Note: Alternatively, you can use the shortcut by clicking the Add icon in the top menu bar and choosing Customer.




Creating reports
  1. Click My Reports in the menu bar of Zoho Bookings.
  2. Click Get Started to create your first report.
  3. Click the Add icon  to create subsequent reports.
  4. Choose a type of report and add additional filters to create your report.
  5. Click the Save icon  to save your report.
  6. Click on the Edit icon  to rename your report.
Report type can be either Revenue or Number of Bookings.
  • If you choose Revenue, you can choose to filter it based on Appointment Type, Staff, or Service
  • If you choose Number of Bookings, you can filter it based on Appointment Type, Status, Staff, or Service.
  • You can select a date range for the report. Default ranges include Year, Month, and Week, but you can define a custom range as well.
Sharing your reports
  1. Click My Reports in the top menu bar to access reports you've created.
  2. Click on the report you want to share from the list on your left.
  3. Click on the Share icon .
  4. Choose who you want to share your report with.



Customizing your calendar views
  • Click Calendar in the top menu bar of Zoho Bookings. By default, you'll see the current day's view. You can change to weekly and monthly views as well.
  1. Click on the Filter icon. 
  2. Use the Staff and Resources tabs to define whose schedules you want to see.
  3. Check or uncheck the boxes next to a staff member's or resource's name to show or hide their schedule.
  4. Click Apply Filter to save your preferences.
Note: Only admins will have access to view schedules of staff and resources. 



    Sharing feedback and contacting Zoho Bookings support
    1. Click on the Email icon  on the bottom-right corner.
    2. Type in your message in the pop-up box and submit. Also, you can always write to support@zohobookings.com.


    Enabling access to Zoho Bookings support team
    1. Click your profile picture in the top menu bar of Zoho Bookings.
    2. Click Enable Access.

    Note: This will allow the Zoho Bookings support team to access your account to identify and debug issues. You can revoke this permission any time.

    Changing the time interval between two available slots
    Shortcut: Click on the Settings icon  on your calendar view to change the interval time.
    1. Click Manage Business in the top menu bar.
    2. Click on Workspaces and select a workspace you want to change time the interval for.
    3. Click Policies & Preferences.
    4. Click the Edit icon next to Scheduling Interval to set your new interval.

    Allowing customers to choose staff while booking appointments
    By default, any customer scheduling a service on your page can choose a staff they prefer. To enable or disable that option,
    1. Click Manage Business in the top menu bar of Zoho Bookings.
    2. Click Workspaces and select the workspace you want to change preferences for.
    3. Click Policies & Preferences.
    4. Toggle the slider to Enable or Disable the option to let customers choose their staff.


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