Zoho Bookings Forge: A hands-on workshop series

This session walks you through configuring Zoho Bookings for your business. You'll learn about workspaces, services, staff assignments, event types, and schedules in a structured way.

This session focuses on customizing your booking page, tailoring notification emails, and configuring a custom domain.

We will explore:

• Customizing layouts and themes
• Enhancing booking pages with custom CSS
• Editing email templates so they reflect your brand voice
• Setting up a custom domain
• Creating a consistent experience across touchpoints

This session covers how to automate pre-and-post meeting tasks with custom workflows. You'll learn how to trigger actions before and after appointments so nothing slips through the cracks.

We will cover:

• Automated email and SMS reminders
• Post-meeting follow-ups
• Syncing booking data across systems

This session explores how Zoho Bookings integrates with Zoho CRM so every meeting connects directly to your sales process.

You will learn to:

• Automatically create or update leads and contacts.
• Map booking fields to CRM fields.
• Track meeting-to-deal progress.

This session focuses on connecting Zoho Bookings with Zoho Desk so support teams can integrate appointment scheduling into their Zoho Desk workflow.

We will explore how to:

• Schedule appointments directly within support processes.
• Link tickets to bookings for complete customer context.
• Keep communication centralized.
• Improve coordination between support and scheduling.