Manage Business Preferences

Manage Business Preferences


The Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page covers general settings.

To edit business details,
  1. Click Manage Business in the top menu bar. Note that under the General tab, Basic Information is selected by default.
  2. Customize any of the following information:
  • Business name
  • Email address
  • Contact number
  • Time zone
  • First day of the week
  • Time format
Manage business

To change your hours of operation,
  1. Click Working Hours under the General tab of the Manage Business menu.
  2. Click Edit to modify your business's hours of operation.
  3. Click Add under Special Working Hours to include additional work times.
  4. Click Add under Time Off to include break times for the business.

To customize your booking page domain,

Click Booking Page URL under the General tab of the Manage Business menu.
You’ll see two options: Default URL or Custom Domain .
  1. 
Default URL: Zoho Bookings assigns your business name as your default page URL. Click Customize to modify your default page link.
  1. Custom Domain: If you already own a business domain name, you can attach your booking page to your website domain. For example, if your domain is “mydomain.com" then you can assign your booking page as "booknow.mydomain.com"
To use a custom domain,

Enter your booking page name as a subdomain of your domain name and click Launch . (Manage Business > General > Booking Page URL)

Note: When you save your preferred page link, you’re creating a new subdomain on your existing domain name. And so, before you can start using this subdomain, you’ll need to include the details of this subdomain in your domain manager. Once you include these details, your domain will recognize this subdomain. This process is called verifying your domain.

Before you verify  

The following is a default step which needs to be performed before the domain can be verified using one of the three methods. 
  1. Log into your DNS manager account. 
  2. Open the Domain Management Page where you update the DNS Records. Based on your provider it may be called 'DNS Manager', 'DNS Control Panel', or 'Advanced DNS editor'. 
  3. Locate the option to add CNAME records. It’s usually under DNS Records, but if you’re unsure, consult your domain provider’s help guide. 
  4. Create a CNAME record with the following details: 
    1. Name/Host/Alias/CNAME  - The name you chose for your booking page link. For example, if your domain name is zylker.com, and the booking page will be 'booknow.zylker.com' then your  Name/Host/Alias/CNAME should be “booknow”
    2. Value/Points To/Destination/CNAME  - “creatorplatform.cs.zohohost.com”   
Verify Custom Domain 

You can choose one of the three ways to verify your domain name.
  1. Add a CNAME: We’ll generate a unique record or ID, called CNAME, that you can add to your DNS (Domain Name System) manager.
  2. Add TXT record: We’ll give you a unique TXT record and format that you can add to your DNS manager.
  3. Upload a HTML file: Use this method if you have permission to upload files directly to your website.  
Verify by adding a CNAME

Note: The following are the generic steps to add a CNAME. Some of these steps may vary depending on your domain provider. If you have trouble adding the CNAME, you can contact your domain provider and they will be able to do it for you. You can also send an email to support@zohobookings.com and we’ll try our best to identify your domain provider’s process.

After adding the first CNAME record, as highlighted in the above section, follow the steps given below. 
  1. Create a CNAME record with the following details:
    1. Name/Host/Alias/CNAME - The seven digit verification code generated in your Zoho Bookings account. (In the screenshot below, it's kves3av)
    2. Value/Points To/Destination/CNAME - “creatorplatform.cs.zohohost.com”
  2. Optional: If TTL (Time to Live) is editable, reduce it to 300 seconds or the minimum possible value.
  3. Save. It may take up to 20 minutes for the changes to take effect.
  4. Then log into Zoho Bookings again.
  5. Navigate to Manage Business > General > Booking Page URL and click Verify Now . 
Verify by adding a TXT

After adding the first CNAME record, as highlighted in the above section, follow the steps given below.  
  1. Create a TXT record with the following details:
    1. Name/Host/Alias/TXT - The code generated in your Zoho Bookings account. (In the screenshot below, it's @)
    2. Value/Points To/Destination/CNAME - In the screenshot below, it's kves3av.creatorplatform.cs.zohohost.com. Copy and paste the value generated in your account.
  2. Optional: If TTL (Time to Live) is editable, reduce it to 300 seconds or the minimum possible value.
  3. Save. It may take up to 20 minutes for the changes to take effect. Then log into Zoho Bookings again.
  4. Navigate to Manage Business > General > Booking Page URL and click Verify Now .




Verify by uploading an HTML file

Note: You can use this method only if you have permission to upload files directly to your website folder. You’ll have to log in to your website hosting provider (like WordPress or GoDaddy) to upload the file.

After adding the first CNAME record, as highlighted in the above section, follow the steps given below. 
  1. In Zoho Bookings, click the Add File option. (Manage Business > General > Booking Page URL)
  2. Click the "verifydomain.html" link to download the HTML verification file. This file contains a unique string of numbers and varies for each domain.
  3. Log into the account with your website hosting provider.
  4. Create a folder in root called 'zcp'.
  5. Upload the file to “ http://****.****.com/zcp/verifydomain.html ”
  6. Visit http://****.****.com/zcp/verifydomain.html on your browser and you should be able to see the code.
  7. Then log into Zoho Bookings again.
  8. Navigate to Manage Business > General > Booking Page URL and click Verify Now .

To configure in-product notifications,
  1. Click In-product Notifications under the General tab of the Manage Business menu.
  2. Select the checkboxes for when you want to receive alerts. These alerts will show up in the top menu bar.

Note: In addition to real-time alerts, you can also configure email and SMS notifications for staff and customers associated with a specific workspace. See how .

To customize labels in your booking system,
  1. Click Custom Labels under the General tab of the Manage Business menu.
  2. Use the Edit icon to change how you call services and staff.
Example: If you're running a tutoring business, you can change "Staff" to "Trainers" and "Services" to "Classes". This label will be applied across your booking system.

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