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Zoho

Bookings

Customer Management | CRM Software

Product Overview

Online scheduler for offering the best consultations

Zoho Bookings syncs your calendars while letting customers self-schedule and pay for appointments. Our user interface auto-customizes for your industry, meaning you feel right at home. Say hello to smart scheduling!

Appointment scheduling

Productive

Professional

Painless

Reduce email back-and-forth

Customers can check your availability online and book with you.

Eliminate no-shows

Remind customers with email and text messages.

Qualify appointments

Add questions to your appointment booking form with custom fields.

Meet online or offline

Choose what's best for you. We offer integrations with online meeting tools to make appointments even easier.

Impress your customers

Personalize your booking page to match your online branding, or embed it on your website.

Generate more revenue

Hassle-free scheduling means more appointments and more leads closed.

Easy scheduling for growth-oriented teams

Calendars

Two-way calendar sync

Connect your team's calendars to Zoho Bookings. Avoid double-booking and increase efficiency. See your schedule for the day, week, and month on our calendar dashboard.

Team scheduling

Share pooled availability with customers on the booking page. Allow customers to choose a staff member or opt for using our routing algorithms to allocate appointments.

Update your CRM

Keep track of your appointments and plan for follow-up from your CRM. Use our built-in integration with Zoho CRM or connect to another CRM with Zapier or Zoho Flow.

Notifications and reminders

Send emails and SMSes to confirm and remind about appointments. Personalize emails with the customer name, the sender address, and the online meeting link.

Booking page

Choose from three types of booking pages: staff, service and workspace. Select a template that resonates with your brand. Embed the booking page on your website or map it to your domain.

Online payment

Collect payments ahead of your appointment and minimize losses due to no-shows. Avoid awkward payment follow-ups. You can collect a deposit or partial payment, too.

Specifications

Say hello to smart appointment scheduling

Bid goodbye to double booking, no-shows, endless emails and delayed payments. Sync with popular calendars. Manage complex team schedules. Send personalized emails. Meet online. Update your CRM.

Set up your schedule with ease. Get booked when you want to.

Sync your calendars

Zoho Bookings integrates with Google, O365, and Zoho Calendars. Get booked only for slots that are available. Automatically mark slots as unavailable when they're booked.

Set up buffer times

Add buffer times to your schedule to allow yourself preparatory time before and after each appointment.

Avoid surprise bookings

Receive appointments within a set scheduling window of your choice. No more last-minute appointments that leave you underprepared, or bookings for six months from now that may need to be rescheduled.

Plan work and break times

Define your work hours and break times. Prevent people from booking you outside of office hours or during your breaks.

Time-off and special hours

Mark time off for vacations or for a day off. Working an extra day or covering for a colleague? Add special working hours.

No more last-minute cancellations

Set allowed time limits for cancellation and rescheduling. Opt for a deposit or partial payment to discourage cancellations.

Set up meetings that suit your needs

Meet one-on-one or in a group

Conduct sales calls, interviews, and consultations. Set up recurring group appointments for classes. Use one of the many online meeting tools we integrate with to streamline your workload.

Paid and free

Collect payment in full, part, or as a deposit before appointments. Take payments via popular gateways, like PayPal, Stripe, and more.

Online or offline

Bookings is integrated with popular online meeting tools, like Zoho Meeting, Zoom, Google Meet, and GoToMeeting. Ask for a meeting location from the customer on the booking form.

Keep a tab on appointments with reports

Calendar dashboard

See your team's appointments on a calendar. Switch between day, week, and month views. Add new appointments directly to the calendar and edit existing appointments if needed.

Customer reports

Sort, filter, and search your customer database to look for trends in bookings, dips in revenue, and your most valuable customers.

List reports

A dashboard of appointments booked and revenue generated. Apply filters like customer name, number of appointments booked, status, and service.

Revenue by service and staff

Find the service that generates you the most revenue. Evaluate if your premium staff is generating you the highest revenue.

Appointments by staff and service

See your most popular staff members and services at a glance. Filter the report by week or month to spot upcoming stars in your team.

Appointments by status and type

Check your appointments by status: confirmed, completed, no-show, cancelled, or rescheduled. Set targets for your team to reduce no-shows and cancellations while improving revenue.

Make the booking page look and feel like you

Brand your booking page

Set a title and a background image for your booking page. Add your own page content that appeals to your customers. Include your contact details on the footer.

Use your brand colors

Select a color scheme for your booking page and its elements that matches your brand. Choose a theme that your customers will find appealing and convenient.

Embed on your website

Have a website? Embed the booking page in that. Use brand elements and color palettes that match with your website.

Host on your domain

Map the booking page to your domain and transfer domain authority to your booking page as well. Give your booking page an SEO boost.

Deliver the best scheduling experience to your customers

Three types of booking pages

Collect bookings for a team, a team member, or a specific meeting or service. Use one of the three booking pages: workspace, service, or team members.

Workspace/team booking page

Let customers choose one from your services on this page. Give them the choice to select a team member, or ask Bookings to automatically allocate team members.

Book appointments for customers

It can't be self-service every time. If you get a call from a customer asking for an appointment, you can book it for them and they'll get the invite.

Staff booking page

Does your customer have a preferred team member? Send them the staff booking page. Personalize emails by sending them from the team member's email address.

Language and time zone

Turn on automatic language and time zone detection and your customers will see the booking page in their language and time zone. Or, you can use your time zone and language by default.

Terms and conditions

Need to get a customer's consent before performing a service? Enable terms and conditions.

Service booking page

Want to ask the customer to book a specific meeting type or service with you? Send them the URL for exactly what they need. We generate separate booking pages for each service.

Customer self-service

Customers can book, cancel, and reschedule an appointment themselves directly from the booking confirmation page and emails. Time saved and emails reduced!

Customer portal

Give some VIP treatment to your regulars. They can log in, book a new appointment, or see their past and upcoming appointments with you.

Reduce no-shows with personalized emails and SMSes

Appointment confirmations

You can automatically notify your team members and customers upon appointment booking, completion, cancellation, rescheduling, and/or no-show. Set up automated emails or SMSes, or send both.

Brand your emails

Send emails from your domain. Design your emails with company logo, colors, and imagery, and upload the html. Improve your brand recognition with every email that you send.

Booking variables in emails

Include join meeting, cancellation, and reschedule links. Use booking variables to automatically personalize the emails for each customer.

Appointment reminders

Reduce no-shows by reminding customers (and yourself) about upcoming appointments. Turn on multiple reminders in regular intervals, if you want more than one reminder.

Personalize emails

Address customers by their name. Send from a familiar email address, whether it's from a known team member or your business email address.

SMS reminders

Surveys and research have shown that customers open SMSes more often than emails. Send SMS reminders and reduce no-shows. We integrate with Twilio, Clickatell, and other popular SMS gateways.

Bookings - emails and SMSes

Ready for your custom scheduling requirements

Workflows

You can use custom functions to execute workflows, like sending a periodic email or calling a webhook. Extend the power of Zoho Bookings.

APIs

Use our APIs to build your own scheduling interface on top of Zoho Bookings or bring Zoho Bookings inside your app.

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