Zoho Books
Create 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. Workspaces are 'virtual spaces' which are dedicated to a service or a group of services. ...
Industry specific default labels
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. The following table lists the default label values for the different industries: ...
Custom Labels
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. Set personalized phrases for "Service", "Staff", and "Resource" using Custom Labels. For ...
In-product Notifications
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. These notifications are for the business staff who will use Zoho Bookings to manage ...
Custom Domain
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. If you already own a domain for your business, you can attach the booking page to your ...
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 "Booking Page URL" bundles all your services together so customers can view them in a ...
Working hours
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 lets you define the working hours for your business. Additionally, you can set ...
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. The "Basic Information" page contains fundamental information about your business. You can ...
Set up a Zoho Bookings account
Access the login page of Zoho Bookings. 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 ...
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 Salon service example for a walk-through of Zoho ...
Introduction to Zoho Bookings
What is Zoho Bookings? Zoho Bookings, at its core, is an online tool your clients can use to book appointments with you. It gives you complete control over managing those scheduled events. Any service, such as a salon or clinic, requires a mutually ...
Group Booking
The Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page discusses group bookings. Group booking is ideal for businesses that offer training and tutoring services. For example, you can collect ...
Plugin: Zoho Bookings for Zoho CRM
With the Zoho Bookings plugin, you can: Schedule, reschedule, and cancel appointments with your Contacts and Leads in your Zoho CRM Email a link to your booking page to Leads and Contacts Add new Zoho Bookings customers as either Contacts or Leads in ...
Custom Functions
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 ...
Integrate With Zoho Products
The Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page discusses integrating with other Zoho products. Note that in order for these integrations to work, you should have admin privileges for ...
Configure SMS and Email Notifications - (Additional Details)
The Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page is about configuring email and SMS notifications for your staff and customers. Note: In addition to email and SMS notifications, you ...
Integrate With Payment Gateways
The Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page discusses payment integrations. To configure payment gateways, Click Manage Business in the top menu bar. Note that the General tab is ...
Manage Resources
The Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page discusses resources. To view a list of all your resources, Click Manage Business in the top panel of Zoho Bookings. Note that ...
Manage Staff
Update: 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. The Manage Business icon in the top menu bar is your go-to for managing ...
Manage Services
Update: 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. The Manage Business icon in the top menu bar is your go-to for managing ...
Manage Workspaces
The Manage Business icon in the top menu bar is your go-to option for managing all of your booking preferences. This page covers workspace preferences. Your first workspace will be created by default. A workspace can be the location of your business ...
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, Click Manage Business in the top menu bar. Note that under the General tab, Basic ...
Common Questions
Where do I find my business' booking page? I'm a staff member. How do I find my individual booking page? Is there a separate booking page for a service? How can I embed a booking page? How can I add customers into the system? [Admin only] Can I ...
Step 5: Customize Your Booking Pages
In Zoho Bookings, each workspace has a separate, customizable booking page. Each page has two main customizable elements: the domain name and the workspace name. The domain name is often the name of your business. This is how the structure of a ...
Step 4: Configure Email and SMS Notifications
How can I: Configure in-product notifications Set up email and SMS notifications for staff Set up email and SMS notifications for customers To configure real-time in-product notifications: Click on the Manage Business icon on the top panel of Zoho ...
Step 3: Enable Online Payments
How can I: Configure payments via Authorize.Net Configure payments via Forte Configure payments via PayPal Configure payments via Payflow Pro Configure payments via Payments Pro Configure payments via RazorPay Configure payments via Worldpay To ...
Step 2: Sync Your Calendars
Zoho Bookings calendar sync works both ways. Once you connect your Google, Zoho, or Zoho CRM calendar, all existing events on that calendar will be fetched and displayed on Zoho Bookings. Similarly, every booking scheduled on Zoho Bookings will show ...
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 ...
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, ...
Set up your business
When you log in to your Zoho Bookings account for the first time, you will arrive at the business setup page. The setup page will guide you through three steps in order to configure your work preferences. You can change these settings at any time ...
Step 1: Set Up Your Business
When you log in to your Zoho Bookings account for the first time, you will arrive at the business setup page. The page will guide you through three steps to configure your work preferences. You can change these settings at any time. Step 1: Tell us ...