Quickstart guide

Quickstart guide


Accounts created on or after 17th January 2020 come with industry specific default labels for "staff" and "services". The ability to customize the labels is kept intact.

Plan your requirements

As the service provider, we recommend that you plan which requirements you want to be addressed using Zoho Bookings. A few things to consider are: 
  1. What are the services on offer? 
  2. Do you provide multiple services that can be grouped under one workspace? For example, if you are operating multiple stores in different cities, each city becomes a workspace. 
  3. Do you use a Zoho Calendar or a Google Calendar that you want to be synced with Zoho Bookings? Syncing your calendars will help you avoid double booking. 
  4. What business hours do you operate during? Are there any business days when you do not plan to operate, or are there any holidays when the business will be running? 
  5. How many staff members do you have? Do you plan to assign working hours to them? 
  6. Do you prefer online payments for your services? If yes, do you have accounts with payment gateway services that you can connect using built-in integrations in Zoho Bookings? 
  7. Do you have an account with any of the sms service providers, which can be used to send sms notifications in the event of a booking, cancellation, or a reschedule from Zoho Bookings?  
  8. Do you maintain a business website, or do you have a domain that you want to map with Zoho Bookings in order to integrate the booking page with your website?  
Although not mandatory, considering the above thoughts can lead to a well-placed structure while using Zoho Bookings. However, you can also just start exploring the features right away, and learn about them on the go.

Salon service example for a walk-through of Zoho Bookings

Let's look at how Zoho Bookings helps a salon service to efficiently manage their appointments. 

The requirements of this service are as follows: 
  1. Set up general business settings like working hours and in-product notifications when an appointment is created, a service is added, or a payment is successful. 
  2. Map the salon service's domain, and integrate it with their website. 
  3. Sync calendars so that they are never overbooked. 
  4. Add a junior stylist and a senior stylist. Set working hours, off-time, and special working hours for them. 
  5. Add the services they offer. 
  6. Connect a payment gateway to collect online payments. 
  7. Set up email notifications, and connect SMS gateways to send SMS notifications to customers. 
  8. Set a cancelation window for customers. 
  9. Enable a customer portal for customers to log in to and have access to all their information, for example their appointment history, in one place. 
  10. Set a theme for the booking page, and embed it in their website. 
  11. Add a contact in Zoho CRM whenever an appointment is booked.  
The above requirements will be covered using various features in Zoho Bookings in the sections below. 

After that, we'll go through the steps to make bookings (as a customer), and how the salon service provider views and manages those bookings, including reports generation to analyze the business. 

Let's start with setting up a Zoho Bookings account. 

1. Set up a Zoho Bookings account

  1. Access the login page of Zoho Bookings. 

  2. You need only one Zoho account to access all Zoho services. So if you already have an account with Zoho, proceed to sign in. If you do not have a Zoho account, you can click on Sign in with Google or other IDPs to sign in using Google, Office 365, LinkedIn, Facebook, Twitter, or Yahoo. You can also sign up with a Zoho account by clicking Sign Up Now.  

  1. If you click on Sign in with Google or other IDPs, you will see the following screen. Click on the service name with which you want to login. 


  2. If you click on "Sign up", you will see the following screen. Enter details and click Sign Up. 


  3. A confirmation email will be sent to the specified email address for email verification. Click Confirm Account. 

     
Post confirmation you will be navigated to Zoho Bookings, where you can start with specifying your business details. 

2. Set up the booking process

When you access Zoho Bookings for the first time, you'll be asked to specify a few business details, such as business timings and calendar syncing details, before you start. This is a part of the first-time setup process that gets your account up and running. This information can be edited, or further details can be added, anytime later.  

Let's enter our salon details and proceed with the default settings in the following screens.  

Screen 1: 
 

Screen 2: 
 

Screen 3: 
 

Once these steps are completed, you will land on the home page of your Bookings account. You can have a quick look at the product using the in-product tour, or you can skip this and proceed with setting up other functionalities. 
 

Let's begin with setting up general business settings. 

2.01 General business settings

In this section, we will learn how to configure the following settings: 
  1. Custom Labeling 
  2. In-product Notifications 
  3. Define special working hours and time-off 
  4. Custom Domain mapping  

1/4) Custom Labeling

Our salon decides to call their employees "stylists" instead of staff. In Zoho Bookings, this can be achieved using Custom Labels. Custom Labels let you come up with personalized phrases for Services, Staff, and Resources. In this example we will rename Staff to Stylist and Resources to Hair-Curling Kits. 

Accounts created on or after 17th January 2020 come with industry specific default labels for staff and services. The ability to customize the labels is kept intact. 
  1. To access Custom Labels, click on the  icon in the top right corner, then go to General > Custom Labels. 


  2. Click on the edit icon for the label that needs to be edited. 


  3. Specify a label as required and save. 

     

2/4) In-product Notifications

Admins and staff who will manage the customer appointments need to stay up-to-date with various business activities. Notifications are a great way to notify people, for example, when an appointment is canceled, or when there is a payment failure.  

These notifications can be defined in Manage Business > General > In-product Notifications. Select the required events by checking the appropriate boxes, and an in-product notification will be triggered for the selected events.


3/4) Define special working hours and time-off

The salon decides to stay open on the Sunday before Christmas, and will remain closed on the Christmas holiday. Such special working hours and time off can be configured beforehand so that it is reflected on the booking page, and the customers are kept informed about it. 
  1. To configure special working hours and time-off, click the  icon in the top-right corner, then go to General > Working Hours. 


  2. To select special working hours, click the ADD button corresponding to the Special Working Hours section. Select the required options on the next page, then click Save. 


  3. To select time-off hours, click the ADD button corresponding to the Time Off section. Select the required options on the next page, then click Save. 


  4. The changes will be saved, and will appear as below. 

Special working hours will overrule holidays, and will display availability on those days in the booking page. Time Off will automatically disable availability for the specified time, and will prevent customers from creating appointments on the booking page. 

4/4) Custom Domain

Custom domain mapping is a great way of integrating the booking page with your business website. Essentially, this enables you to have a booking page URL with your own business domain. Assuming the salon already has a domain (highstylesalon.com) of their own, we can attach the booking page to their website domain. 
  1. To access this feature, click the  icon in the top-right, then go to General > Booking Page URL. 

  2. In the Launch Custom Domain field, enter your domain name, along with a subdomain. For example, let's specify 'booking.highstylesalon.com', where 'highstylesalon.com' is the salon owned domain, and the term 'booking' is considered as the subdomain. To proceed click Launch. 


  3. 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. 

    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 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. 
These values are generated automatically, and they can be viewed by clicking on "Add CName", "Add TEXT", or "Add File". After making the necessary changes in your domain, click Verify Now on the next page. 
 

After successful verification, all booking page URLs will have the domain bookings.highstylesalon.com/ 

2.02 Sync other calendars with Zoho Bookings 

For the employees to be able to sync their external calendars and only receive appointments if they are available, we must enable calendars for them. In this example, we will enable Google Calendar (note that you can enable multiple calendars at the same time): 
  1. Click the  icon, then click Calendar under Integration.
     

  2. Hover on Google Calendar and click Enable. This step only enables the selected calendar, and the calendar will be synced only after authentication.


  3. Click Configure Now on the next page
     

  4. Click Authorize, then authenticate the calendar using your google credentials.


  5. Upon successful authentication, you can select calendars in which your availability will be checked before customers book appointments with you. Additionally, all your upcoming bookings will be automatically synced to the selected calendars. Click Proceed after selecting the required calendars.
     

  6. Once your calendar is configured, you will be redirected to the Manage Calendars page. This page will list all your calendars that have been synced with Zoho Bookings, where you can select which employees can sync their Google calendars.​ 

Note that this only lets you enable the calendar for your employees. The employees will have to authenticate the enabled calendars on their part to sync those calendars. 

2.03 Add staff 

Next, let's add the staff members who will handle the salon's services. In this example, we will add one manager and one staff member. The difference between a manager role and a staff role is that a manager can access business information, and add and reschedule bookings for all staff members, while a staff member can only add and reschedule their own bookings. 

  1. To add employees, click the + symbol, then click Stylist. Note that the default term is Staff, but the image displays it as Stylist because we renamed it using Custom Labels.


    Note: Accounts created on or after 17th January 2020 come with industry specific default labels for staff and services. The ability to customize the labels is kept intact.

  2. We are adding a staff with the "Manager" role. On the Add New Staff page, fill in the staff information, then click Save.


  3. You will be taken to the Staff section, where all the added staff members will be listed. Note that the account owner will be added as a Super Admin by default in the Staff section and will have all the privileges in the account. Now, let's proceed with adding another staff member, which can be done by clicking on the + icon.


  4. Here, we are adding an employee with the "Staff" role. Enter staff information, then click Save. 


    Next, let's designate the Manager as "Senior Stylist", and the Staff as "Junior Stylist". This can be done using Designations.  

  5. Navigate to Staff > Staff member (in this example - John) > Stylist Information > Designation.


  6. Enter the designation as "Junior Stylist", then click Save.


  7. Next, let's specify the designation for Tony (Manager) as "Senior Stylist". Click Save. 
"Designation" and "role" are two different concepts. Different roles come with different set of permissions, while the designation is simply what a staff member will be referred to as.

2.04 Add services 

In this section, we will learn how to add the services provided by the salon, so that customers can book appointments for those services. Our salon in this example provides three services: One-on-One for hair styling, Group Booking for Hair Treatment Workshop, and Hair-Curling kits as resources. 
  1. To add services, click the + symbol, then click Service. 


    Note: Accounts created on or after 17th January 2020 come with industry specific default labels for staff and services. The ability to customize the labels is kept intact.

  2. One-on-One booking is the default selection in the Add New Service page. Our One-on-One service is called "Hair Styling", and this service will be handled by our junior stylist, John. This means when customers book this service they will see John as the assigned staff. Note that we can also assign multiple staff members to a single service and we can let the customers choose their preferred staff member. The buffer time will be set to five minutes, so that there is a gap of five minutes between each appointment. Enter the booking information, then click Save.
     

    After successfully adding the service, you will be redirected to the Services section, which will list all the services added in the account.

  3. Next, let's add a group booking service by clicking the + symbol again.
     

  4. Select Group Booking, and enter the booking information. We will assign this service to Tony (senior stylist).


    This group booking is going to be a recurring event of three days. There are 2 types of recurring events - Drop In and Series. Drop In means that the event is going to be repeated for a specified number of days, and a customer can select one of the event dates for the booking. Series is an event that spans over a specified number of days, meaning that each booking will consist of the specified number of days together. 

  5. In this example, the salon provides a group booking for a training workshop that will be a Series type for three days. Check the Repeat checkbox, then specify the recurring details. Click Save.
     

    Lastly, we will add a service for hair curling kits. The salon offers hair curling kits as resources that can be booked by customers for a specified number of hours. First, let's add resources, which can then be offered as a service.

  6. Go to Manage Business > Resources > Add Resource. The image displays "Hair-curling kits" instead of "Resources" because we renamed resources using Custom Labels.  

  7. Enter the Resource details and click Save.
     

  8. To offer the resource as a service, navigate to the Resource Booking page, enter the information, then click Save. Please note that it is not mandatory to add a resource before creating a service for the resource. A resource can also be created while creating the service.
     

2.05 Add payment gateway 

Service providers can choose to enable online payments for customers, which removes the hassles of payment reminders, delayed payments, and handling cash. For example, when customers book appointments for the Hair Treatment Workshop, they can simply make the payment online, which makes the process easier for both the customer and the service provider. This can be achieved by connecting one (or more) of the predefined payment gateways in Zoho Bookings.  
  1. Navigate to Manage Business > Integration > Payments.
     

  2. To configure the required gateway, hover on it and click Configure. In this example, we will configure the Paypal payment gateway.
     

  3. Enter the required information, then click Setup. The details asked will vary for the various gateways, depending on their individual authentication processes. 
     

  4. Upon successful setup, the selected gateway will be listed in the Payments Configured section. The Online Payments toggle needs to be turned on to be able to collect online payments.
     

  5. The salon decides it will collect full payment upfront when customers book for the Hair Treatment Workshop. To enable full payment, navigate to Services > Hair Treatment Workshop > Service Information > Type Of Payment, and select Full Payment.
     
The various types of payments are explained below: 
  1. Optional - Customers can choose to make the payment online or offline, as per their convenience. 
  2. Full Payment - Appointments can be booked only after making the full payment.
  3. Deposit - Customers have to make a specified amount as payment to be able to book an appointment.

2.06 Configure notifications and customize their content 

SMS notifications can be configured for employees and customers, which means employees stay updated, and customers get confirmation messages about all the relevant events, such as bookings, reschedules, cancellations, and so on. To send SMS notifications for the various events, we must first create a connection with one of the applicable SMS gateways.  
  1. To create an SMS connection, navigate to Manage Business > Integration > Others.
     

  2. To configure the required SMS gateway, hover on it and click Configure. In this example, we will configure ClockWorkSMS.
     

  3. Next, enter the required information, and click Configure. The details asked may vary for the various gateways, depending on their individual authentication processes.
     

    Once a gateway has been configured, it can be enabled or disabled depending on the requirement. This means you only need to authenticate it once, then you can enable it when needed and disable when it is not required to send notifications.

    We will keep it enabled it in this example, to be able to send SMS notifications. 
     

    Now that the SMS gateway connection is in place, let's select the events at which we need the SMS notifications to be triggered.

  4. Navigate to Manage Business > Workspaces > Notifications. Select For Stylist to configure notifications for Stylists. Select For Customers to configure notifications for Customers. In this example, the salon decides to send SMS notifications to all the stylists in all the events.
     

  5. To customize the SMS content, click Customize for the required event. This will open the message editor.

    Zoho Bookings offers predefined variables, which store useful data, such as staffname, servicename, invoiceid, and so on. To use the variables, simply click on the required variable. Each variable must be preceded and followed by the % symbol. The entire list of variables can be viewed by clicking Insert Variables.

    Edit the message as required, and click Save. 
     

  6. Now, let's select notifications for Customer by selecting For Customers. We want to send email notifications along with the SMS notifications so let's check the 'Email' checkboxes for all the events, except Reminders. 
     

    We can customize the email content by clicking Customize. Similar to SMS customization, we can specify pre-defined variables in the email content by clicking Insert Variables.
     

2.07 Set cancellation scheduling window 

Last minute plan changes are not uncommon, so it's wise to allow customers to reschedule or cancel their appointments. This not only helps you gain the customer's trust and goodwill, but also allows you to release the unused slots to other customers. 

Zoho Bookings lets you define a period of time before the appointment during which customers are allowed to cancel or reschedule their appointments. Let's define a six hour period, which means customers can cancel or reschedule their appointments six hours before the appointment time.  

To achieve this, navigate to Manage Business > Workspaces > Policies & Preferences > Cancellation and Reschedules. Enable the toggle, then set the hours value as 6 hours.
 

If a customer has booked an appointment for the Hair Styling service at 6 pm on 30th November, 2019, they're allowed to cancel or reschedule their appointment as long as they do so before 12 pm on the appointment date. 

2.08 Enable customer portal for customers 

Customer portal enables your customers to maintain individual accounts for themselves. Each account captures all their appointment details in one place, and is kept available for them to view, reschedule, or cancel their appointments. This is similar to your Amazon account, where you can see your details and your orders, and you can also cancel or modify your orders through your account.  

In Zoho Bookings, you can enable the customer portal by navigating to Manage Business > Workspaces > Registration Form > Registered Users. Check the box Booking as registered users. 
 

When this option is checked, customers will have the option to sign up or sign in to the portal during the booking process. 

2.09 Booking Page 

Customization options for the booking page include three pre-defined themes, along with various color options. You can also customize the text appearing on the booking page.  
  1. To pick a theme and a color option, navigate to Manage business > Workspaces > Booking Page Theme. Select the required theme and color option. Changes are saved instantly.
     

    Next, let's learn how to access the booking URL, and what the options are for editing the booking URL.

    The URL of the appointment booking page is called the "Booking URL". It can be hyperlinked in your website, or can be shared with customers, who can access it to book appointments. There are three types of Booking URLs - Booking Page Link, Service Booking URL, and Staff Booking URL.

  2. The Booking Page link appears in all the inner pages of the Workspaces sections, and will take your customers to a page with all the services bundled together where they can select the required service and book an appointment. The last segment of the booking page URL can be customized, which is subject to availability of the selected keyword.

    The Booking Page URL section for the workspace can be accessed by navigating to Manage Business > Workspaces > Booking Page URL. 
     

  3. The Service Booking URL appears in all the inner pages of the Workspaces sections, and will take your customers to a page where they can book an appointment for a particular service. The last segment of the service booking URL also is customizable, subject to availability of the selected keyword.

    The Service Booking URL section can be accessed by navigating to Manage Business > Services > Service Booking URL.
     

  4. The Staff Booking URL appears in all the inner pages of the Workspaces sections, and will take your customers to a page where they can book an appointment for a particular staff. Similar to Booking Page URL and Service Booking URL, you can customize the last segment of the Staff Booking URL as well, which is again subject to availability of the selected keyword. 

    The Staff Booking URL section can be accessed by navigating to Manage Business > Staff > Staff Booking URL.
     

  5. The booking page can be embedded into your website, which is useful because customers can book appointments straight from your website instead of having to access the booking page separately.

    To embed the booking page into your website, you can make use of the iframe snippet, which is readily available in Manage Business > Workspaces > Embed as Widget.
     

    The iframe snippet for the Service Booking URL and Staff Booking URL can be found in the Embed as Widget section in the Services and Staff sections respectively, present inside "Manage Business". 

2.10 Zoho CRM integration to add a contact in Zoho CRM 

Using the Zoho CRM built-in integration, the salon can automatically push all customer details to Zoho CRM. This can help them conduct various marketing activities. For example, they can send emails to those customers and inform them about upcoming discounts and workshops. 
  1. A Zoho user will have access to all Zoho Products by default, and need not create accounts separately for individual services. So we'll simply link our Zoho CRM account (which is created by default while creating a Bookings account) with our Bookings account. This can be done by navigating to Manage Business > Integration > Others.
     

  2. Hover the cursor on Zoho CRM Contact and click Enable to connect the CRM and Booking accounts.
     

  3. Zoho CRM Contact will now be listed as a configured connection. For every booking, the customer will automatically be added as a Contact in Zoho CRM.  
     

    In addition to Zoho CRM, your Bookings account can also be integrated with all applicable Zoho Services. Additionally, all applicable third-party services outside Zoho can be integrated as well. This is achieved using Custom Functions. Custom Functions enable you to write scripts which are triggered during different events of an appointment. For example, you can write scripts, such as API calls, which get executed when an appointment is booked, canceled, or rescheduled.

  4. To access Custom Functions, navigate to Manage Business > Workspaces > Custom Functions.
     

  5. Check the event in which the script should get trigger, then click Configure.
     

  6. The Deluge editor will launch, where you can write Deluge scripts to perform various automated actions.
     

    To learn more about Deluge, our in-house scripting language, click here. 

3. Appointment booking by customers 

In this section we will see how customers can book appointments with the salon.  

3.01 Book one-on-one service by signing up for customer portal 

Let's assume the salon has integrated the booking page in its website. When customers access the salon's website, they will be able to see the booking page, as shown below. Please note that standalone booking pages for individual services can be displayed as well. For the current example, we have displayed all the services together.
 
  1. Let's say, as a customer we want to book the "Hair Styling" service. In the Service section, click Select for "Hair Styling" service.


  2. Select the required date and time for the hair styling appointment.
     

    Upon selecting a time slot you will immediately be taken to the Your Information page. The Your Info section is meant to collect customer's details such as Name, Email, and Contact Number. Since we have enabled the Customer Portal, customers have the option to sign up for and maintain an account for their appointment details. 

    Following the sign-up, an email will be sent to the specified email address for verification. The verification is not immediately mandatory for the successful booking of the current appointment. The verification is only to be able to log in and view all your appointments and their details in one place. So, we'll proceed with the booking for now.

  3. To sign up for a portal, click Sign Up, enter your details, and click Proceed. 
     

  4. The last step is to confirm your appointment. Review your details, then select whether you want to pay now or do it later offline. In this example, we will select Pay Later. Click Confirm.
     

  5. The booking summary will be displayed upon successful booking of the appointment.  
     

3.02 Verification of customer portal and canceling or rescheduling appointments from customer portal 

  1. Next, let's see how the confirmation email for the customer portal looks. Navigate to your email inbox and look for an email asking you to confirm your account. To confirm, click Confirm your account.
     

  2. You'll be redirected to your portal account, where you can view or edit your information 
     

    The My Appointment section will list all your appointments and its details. The three dotted icon will give you options to cancel or reschedule an appointment.
     

  3. To reschedule an appointment, click Reschedule. Select a new date and time, then click "Reschedule".  

  4. To cancel an appointment, simply click Cancel, enter any remarks, then click Cancel Booking.
     

3.03 Booking an appointment for group booking event and making online payment  

Next, let's book an appointment for the Hair Treatment Workshop (Group Booking). 
  1. On the booking page, click Select for "Hair Treatment Workshop".
     

    We can only view the event schedule, since dates are fixed for group bookings.  
     

  2. The event schedule can be viewed by clicking View Schedule. To proceed, close the schedule view, then click Continue.  

  3. Now let's sign in using our existing customer portal credentials. Click Sign In, enter the email address and password, then click Sign In again.
     

  4. Because Full payment was the configured payment option for this event, we will be required to make the online payment in order to book the appointment. Click Pay Now.
     

  5. We'll be redirected to Paypal, which is the configured gateway in this example. Fill out the information, then click Checkout with PayPal.
     

  6. Once the payment is successful, you'll be redirected to the Booking Summary page as shown previously.

    We can book resources (hair curling kits) in the same way, and all our appointments and their details will appear in one place inside our portal.
     

4. Manage bookings 

In this section, we'll learn how customer bookings can be viewed and managed by the business staff. 

4.01 View bookings in Calendar 

The Calendar displays all appointments attached to the relevant staff. The available viewing options in the Calendar are Day, Week, and Month. 

Day View 

In the Day view, the selected date will display the appointments booked for that particular date. 

One-on-One appointment
 

Group Booking 
 

Resource Booking 
 

Depending on whether the customer arrives to the appointment, appointments can be marked as "Completed" or "No Show" by clicking on the appointment. The View Details option will redirect you to the List View (detailed in the upcoming section), where more details about the appointment can be viewed.
 

You can also take offline appointments and mark them in the calendar. For example, when customers call up or send an email requesting for an appointment, you can create appointments from the calendar view on the customer's behalf. This can be done by clicking on the time slot corresponding to the required stylist. 

Let's say a customer calls in asking for an appointment for hair styling at 12 pm. To add this booking, click on the 12:00 pm time slot.
 

On the New Appointment page, enter the details and click Add Appointment. 
 

Week View 

The week view displays the appointments in the selected week, with the number of appointments for a particular date attached to the concerned staff. 
 

To view the appointments list, click on the appointment day.  
 

To view the details of an appointment in the appointments list, click on the required appointment. In the detail view, you will find options to mark the appointment as Completed or No Show. 
 

The three dotted icon will give you options to add a new appointment for that day, along with options to add time-off and special working hours. 
 

Month View 

The month view displays all the appointments in the selected month, with the number of appointments scheduled for a particular day displayed on that day. 
 

Similar to the week view, to view appointments on a day simply click on the appointment day. The three dotted icon will give you options to add a new appointment for that day, along with options to add time-off and special working hours. 

4.02 View bookings as list, to cancel and reschedule 

Apart from Calendar view, we also have the List view. The List view, like the Calendar view, can also be displayed as a Day view, or a Week view, or a Month view. The List view looks like a report, which lists appointments and their details, such as Time, Booking ID, Service, Customer Name, and so on, in a list fashion. Additional data related to revenue and payments are also listed here. Appointments can be searched using the search icon, and can be filtered based on various attributes. New appointments can be created by clicking on the + symbol.
 

To reschedule or cancel appointments from the list view, click on the three dotted icon for the required appointment. 
 

Clicking on an appointment will give a detailed view of that appointment. To print the detailed view, click on the print icon. To open the booking summary, click on the share icon.
 

4.03 Edit customer information, and reschedule appointment 

Details of all customers, like their email address, phone number, email, revenue, and so on, can be viewed from the Customers section. It gives additional statistics about the number of users who have registered themselves, and the number of users who have booked an appointment as a guest.
 

To edit a customer's information, or to view their appointment history, click on the customer record. In the Customer Info section, you can edit the customer's details. To view the appointment history for the customer, click Appointment History.
 

4.04 Create reports based on bookings and services 

You can generate reports to view statistics about customers, staff, services, and revenue. This can help you understand various aspects of the business, such as how the business is functioning, which services are most popular, the most sought after staff member, and so on. 
  1. To generate a report, navigate to Reports, and then click Get Started.
     

  2. Specify a name for the report.
     

  3. Select Bookings or Revenue under Report Type. In this example, we will generate a report based on bookings.  

  4. Select a required choice under Select Report based on. The data generated in the report is based on this selection. Let's select Service to see the number of bookings for each service.  

  5. The "Date Range" filter lets you view the report for a specified time range. Let's select a custom range for this example. Finally, click Apply to generate the report.
     

  6. A report will be generated based on the selected properties. Click Save to retain the report.
     
Multiple reports can be created, which can then be shared among all or selected staff members. 

This guide is a run through of the major functionalities in Zoho Bookings to help you gain a quick understanding of the product. For a more detailed explanation of each feature, please visit our detailed help guide.



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