Set appointment scheduling rules for your business

Optimize your scheduling routine using an array of appointment scheduling rules. You can define the best ways to secure appointments for multiple locations, as well as arrange round-robin scheduling, flexible staff availability, role and appointment assignments, automatic reminders and notifications, and more.

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Set appointment scheduling rules for your business
Set appointment scheduling rules for your business

Segment your business meetings into workspaces

Organize multiple branches, different locations, or individual departments by segmenting them into separate workspaces, each with its own events or meetings.

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Segment your business meetings into workspaces

Assign appointments with load balancing

Evenly assign appointments using load balancing to distribute workloads fairly and avoid overbooking your team members.

Balance appointments with round-robin scheduling

Pick in-person or virtual locations for your meetings

Select the mode of meeting you want to host, whether it be in person or virtually through platforms like Google Meet and Zoom Meetings.

Pick in-person or virtual locations for your meetings

Set different availabilities for your meetings

Create different availabilities for your meeting types, and allow invitees to book accordingly. You can make your event available for as long as you like, or set a specific timeframe for when your invitees can book.

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Set your service duration

Share preferred time slots

Copy your preferred time slots and paste them into an email or share booking links on LinkedIn. Invitees can then choose a time without all the back-and-forth.

Share preferred time slots

Create a recurring schedule

For your one-on-one or group bookings, you can create a schedule that recurs every day, or on specific days of the week or month. You can also decide on when the event should become inactive and stop accepting appointments as well.

Create a recurring schedule

Create scheduling workflows

Create pre or post meeting workflows like notifications, reminders, post-meeting follow-ups, data sync with other apps and more for your events under a specific workspace. Set up email, SMS, or a custom function workflows that can be initiated in real time, or in your preferred time interval.

Create scheduling workflows

Assure a flexible work schedule with staff availability

Let your staff set their appointment availability, and give them a way to mark themselves as available or unavailable for a particular day or time.

Assure a flexible work schedule with staff availability

Manage account privileges with user roles

Assign users specific roles such as workspace admin, admin, manager, or staff to grant or limit access to features and functionalities, ensuring everyone has the appropriate level of control and visibility.

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Pricing your services

Allow guests to join your meetings

Host any type of meeting and let your customers invite multiple guests. Automated reminders and notifications will be sent to all participants, including guests, eliminating the need for any additional coordination.

Enhance one-on-ones with integrations

Share one-time booking links

Offer a unique one-time booking link to your customers that becomes inactive once they schedule a meeting through the URL. You can share one-time booking links for events, workspaces, and staff booking pages.

Share one-time booking links

Make sure nobody is left behind

Use email and SMS to send automatic notifications and reminders to all participants days, hours, or minutes before the meeting starts.

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Enhance one-on-ones with integrations

Ditch manual time zone conversions

Automatically convert time slots to your customer's local time zone.

Enhance one-on-ones with integrations

Create a custom staff pricing model

Vary the pricing for your staff appointments based on the level of expertise or experience.

Enhance one-on-ones with integrations

Add a time gap between your time slots

Set the time interval between each booking slot to provide invitees with more options.

Enhance one-on-ones with integrations

Avoid rushing from meeting to meeting

Place a buffer before and after each appointment to prepare for the next one and not run meetings neck-to-neck.

Enhance one-on-ones with integrations

Reduce last-minute cancellations and rescheduling

Define the amount of time customers have to cancel or reschedule an appointment.

Assigning staff to meetings

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Scheduling stories from businesses like yours

 Gray Kinnney

Gray Kinnney, BSRP, Inc

Zoho Bookings has been a godsend for my business, not only is the rate competitive. It works well with my word press site, integrates with my zoho invoices and google calendar, takes payments and offers me the full functionality of text message reminders too. ”

Lokesh Mittal

Lokesh Mittal, Director, Mintskill HR Solutions LLP

Zoho Bookings helps to do online interviews on time and every time. Today, we can handle the scheduling of hundreds of interviews with a single click.”

Morgan DiGiorgio

Morgan DiGiorgio, Senior VP Sales & Marketing, Directmail 2.0

Zoho Bookings is a fantastic platform for scheduling and managing appointments. I've been using it for my business and it has completely transformed the way I handle my appointments.”

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