The
Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page discusses Custom Functions.
Aside from the default flow of a customer booking, you can define additional workflows at each stage of the booking process. For example,
- display customer’s booking ID when they reschedule a booking.
- add a task in Zoho Projects every time a booking is scheduled
- delete the corresponding event in your CRM calendar when someone cancels a booking
To create a custom function,
- Click the Manage Business icon in the top menu bar. Note that the General tab is selected by default.
- Click Workspaces and select a workspace.
- Click Custom Functions. You’ll notice that you can create custom workflows for when an appointment is
- Booked
- Rescheduled
- Canceled
- Marked as completed
- Marked as no-show
Check the box next to the instance to enable that function.
Click Configure to set up the function.
Use the Refer Fields link on the top right hand corner to refer the various elements in your booking system.
Note: You can enable and disable custom functions without deleting your configuration.
Deluge
Zoho Bookings uses Zoho’s propriety scripting language, Deluge, to execute custom functions. Deluge offers pre-built statements that you can drag from the left panel and insert into your editing area.
To understand more about the various statements available on Deluge, refer this guide:
https://www.zoho.com/deluge/help/