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Zoho Bookings setup & appointment automation

Online appointment booking with Zoho Bookings — services, staff calendars, reminders and payments — connected to Zoho CRM so every booking is followed up.

What Zoho Bookings setup includes

How we set up Zoho Bookings

  1. Step 1

    Discovery

    A short series of sessions mapping how the work runs today and where it stalls.

  2. Step 2

    Blueprint

    A written build plan with scope, timeline and a fixed quote before any work starts.

  3. Step 3

    Build in sandbox

    Configured and tested against real data in a sandbox, with a demo every week.

  4. Step 4

    Launch & train

    Go-live on a date you pick, role-based training and 30 days of included support.

See the full process

Frequently asked questions

Can Zoho Bookings create records in Zoho CRM?

Yes. Bookings integrates with Zoho CRM, so each appointment creates or updates the customer's record and can trigger follow-up automation.

Can customers pay when they book?

Yes. Zoho Bookings supports online payments, so customers can pay in full or leave a deposit at the time of booking.

Related services

Talk through API & third-party integration

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