Zoho Books
Configure and Sync Calendars
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Sync external calendars with Zoho Bookings to receive appointments only for slots for which ...
Group Booking service details
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Many Group Booking service details and particulars can be viewed and edited from ...
Frequently Asked Questions
Can I add an appointment on customer's behalf? Why does the booking page url show "we are not available"? How can I change the time zone? How can I change the currency? What is the difference between Admin, Manager and Staff roles? What are the ...
Reports
Reports are used to view statistics about your bookings and revenue, which can be based upon your staff, the services offered, the service type, and the appointment status. This can help you understand various aspects of the business, such as how the ...
Customers
Details of all the customers who have booked an appointment for any of your service, staff, resource, or workspace, are stored in the Customers section. New customers can be added or deleted from this section. This section can be accessed by ...
List View
List View displays your customer appointments in a List layout. Navigate to the required day, week, or month, to find appointments grouped based on the appointment date. Various columns are present to display additional information about the bookings ...
Calendar View
Calendar View displays your customer appointments on a calendar layout. Navigate to the required day, week, or month, to find appointments labeled on the corresponding date or time, and associated to the respective staff. Calendar view can be viewed ...
Booking as a Guest
Customers can book appointments as guests or they can register themselves and book appointments as portal users. For this example, we'll use the "Workspace Booking URL," to make a booking as a guest. The Workspace booking page will list all the ...
Booking, canceling, and rescheduling appointments through customer portal
Customers can book appointments as guests or they can register themselves and book appointments as portal users. Customer portal enables your customers to maintain individual accounts for themselves. Each account captures all their appointment ...
Booking page
The booking page is the web page where customers can book services, resources, or appointments with particular staff. Types of Booking Page URLs It can be presented to customers in one of four ways: Workspace Booking URL - All services in the ...
My profile
In the My Profile section, you can view and edit details such as your personal information; working hours, including special working hours and time-off; services assigned to you; the Booking URL to book the services offered by you and settings for ...
Integrate with Zoho Meeting
As a gesture of solidarity during the Covid-19 crisis, this feature is provided free of cost for all users till July 1, 2020. Super Admins and Admins can create services with Online Meeting enabled. Managers can only view this information. Staff will ...
Other integrations
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Zoho bookings provides predefined connections with third-party SMS providers to send SMS ...
Configure payments
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Service providers can choose to enable online payments for customers, which removes the ...
Adding a resource
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Resources are physical assets that can be rented out as a service. For example, renting a ...
Delete a resource
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. To delete a resources, click the icon in the top-right corner and navigate to Resources. ...
Resource Properties
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Resource details such as information, availability, the Booking URL to book the resource, ...
Deleting Staff
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. To delete a staff member, click the icon in the top-right corner, then navigate to Staff. ...
Staff Properties
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Many staff details can be viewed and edited from the Staff section. To name a few: Personal ...
Adding staff
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Staff members are your employees who will offer direct services to your customers. ...
Difference between Admin, Manager, and Staff
Bookings offers three user roles: Admins, Managers, and Staff. Admins have complete authority over the business details, bookings, and integrations. They can access all elements under "Manage Business" and edit the information. Managers can access ...
Delete Service
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. To delete a service, click the icon in the top-right corner and navigate to Services. Click ...
Resource Booking service details
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Many service details can be viewed and edited from the Services section. To name a few: ...
Adding Resource Services
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Resource booking refers to asset booking services—for example, renting a vehicle or a banquet ...
Group Booking service details
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Many Group Booking service details and particulars can be viewed and edited from the Services ...
Adding Group Booking services
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Group booking refers to services that can accommodate multiple customers (up to the specified ...
One-on-One Service Details
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Many service details and particulars can be viewed and edited from the Services section. To ...
Adding One-on-One services
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. A one-on-one service refers to appointments for a fixed amount of time, such as an ...
Delete a Workspace
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Every Bookings account must have at least one workspace. All services associated with the ...
Booking Page Themes
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. There are four pre-defined themes along with numerous color options to choose from, for your ...
Booking Page Settings
Superadmins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Set header and footer elements for booking pages so customers can view information about ...
Registration Form for Guest Users and Customer Portal Users
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. When customers book appointments, they are required to specify details like their name, ...
Embed Workspace Booking Page as a Widget
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. To access the IFrame: Click the icon in the top right corner Navigate to Workspaces ...
Workspace Booking Page URL
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. The Workspace Booking Page URL bundles together all services belonging to the selected ...
Policies and Preferences
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. This section contains settings regarding booking preferences and policies. This includes ...
Custom Functions
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Custom functions help with automating actions that require procedural logic and that cannot ...
Custom Colors
Super Admins and Admins can customize Booking Page Themes. Managers can only view this information. Staff will not have access to this information. Custom Colors can offer a touch of professionalism and personalization to your booking pages. The ...
Notifications and reminders for customers and staff
Superadmins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Send automated email and SMS notifications to customers and relevant staff when an ...
Workspace Services
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. The Services section under Workspaces lists all the services associated with the selected ...
Workspace Basic Information
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. This section contains basic details about your workspace. To access this section, click on ...
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