Zoho Bookings Tutorial angh1jff
Zoho Bookings is an online appointment scheduling software that enables businesses to manage appointments, staff calendars, and schedule bookings with clients conveniently. Here is a complete beginner's tutorial on how to use the key features in Zoho Bookings.
Getting Started
Sign up for a free Zoho Bookings account on bookings.zoho.com or the Zoho Books mobile app. Configure basic business and billing profiles. Customize booking page themes, add logos, color schemes, payment methods as per your brand. Enable two-way calendar sync.
Adding Services
Go to the Services tab to add or import details of all offerings like haircut packages, yoga classes, consultation sessions etc. Zoho Bookings Tutorial , location, price, cancellation policies, categories and images. You can set staff members linked to specific services. Allow prepaid bookings or collect later.
Managing Staff Availability
Under Staff Members tab, add team members along with contact information, categories of services they provide, hourly rates, and availability status. Configure available days of the week and business hours when each staff member accepts bookings based on their schedule.
Opening the Schedule
Now that the services, staff members, and business hours are set up, go to Business Openings to officially open up the schedule and begin accepting bookings from customers for available slots. Share booking links via email campaigns, website banners and booking widgets.
Tracking Bookings Performance
Monitor real-time booking performance under the Reports tab. Analyze your schedule utilization, revenue earned, popular services, frequently booked staff members, peak booking times and more. Identify bottlenecks like overworked resources, guide promotions and make data-driven operations decisions.
Zoho Bookings simplifies the process of scheduling appointments and classes for service-focused businesses while providing valuable analytics about customer preferences and staff productivity. The software is designed to be user-friendly for business owners and intuitive for customers to directly book slots. Sign up now to get your booking system up and running quickly.