Zoho Bookings

Simplify Contract Lifecycle Management with Zoho Contracts

Course Brief

The Zoho Bookings Onboarding & Self-Deployment Course is designed for consultants, service providers, support teams, and small businesses that want to automate appointment scheduling and reduce back-and-forth communication. Whether you offer consultations, training sessions, or support meetings, this course walks you through how to set up and run Zoho Bookings effectively.

You’ll start by learning how to configure your business hours, create services, and assign staff. The course guides you through customizing your booking page, setting buffer times, handling cancellations, and sending automated confirmations and reminders. You’ll also explore how to manage group bookings, one-on-one sessions, and service-specific availability.

Advanced lessons will show you how to integrate with Zoho CRM, Zoho Calendar, Zoho Meeting, and external platforms like Google Calendar and Microsoft Outlook. You’ll also learn how to embed booking widgets on your website, track performance through reports, and set permissions for different user roles.

By the end of this course, you’ll be ready to deploy Zoho Bookings as a fully automated, professional-grade scheduling system that saves time, increases efficiency, and enhances customer experience.

Curriculum

Chapter 1: Introduction to Zoho Bookings

Lesson 1.1: What is Zoho Bookings?

Lesson 1.2: Benefits of Using Zoho Bookings for Your Business

Lesson 1.3: Understanding the Interface and Navigation

Lesson 1.4: Zoho Bookings Editions and Pricing

Chapter 2: Getting Started

Lesson 2.1: Creating Your Zoho Account and Accessing Bookings

Lesson 2.2: Setting Up Your Business Profile

Lesson 2.3: Configuring Business Hours and Time Zones

Lesson 2.4: Defining Your Services (One-on-One, Group, Resource-based)

Chapter 3: Managing Users and Resources

Lesson 3.1: Adding Staff and Managing Roles

Lesson 3.2: Assigning Services to Staff Members

Lesson 3.3: Setting Up Resources (Rooms, Equipment, etc.)

Lesson 3.4: Availability and Buffer Times

Chapter 4: Customizing Your Booking Page

Lesson 4.1: Branding Your Booking Page (Logo, Colors, Layout)

Lesson 4.2: Adding Custom Fields and Forms

Lesson 4.3: Creating Multiple Booking Pages for Different Teams/Services

Lesson 4.4: Embedding Zoho Bookings on Your Website

Chapter 5: Integrations and Calendar Management

Lesson 5.1: Syncing with Google, Outlook, and Zoho Calendar

Lesson 5.2: Integrating with Zoho CRM

Lesson 5.3: Payment Gateway Integrations (Stripe, PayPal, etc.)

Lesson 5.4: Connecting with Zoho Meeting and Zoom

Chapter 6: Automation and Workflows

Lesson 6.1: Automated Email and SMS Notifications

Lesson 6.2: Setting Up Reminders and Follow-Ups

Lesson 6.3: Automating Cancellations and Rescheduling

Lesson 6.4: Custom Confirmation Pages and Redirects

Chapter 7: Advanced Features

Lesson 7.1: Handling Group Bookings and Classes

Lesson 7.2: Managing Packages and Memberships

Lesson 7.3: Using Zoho Flow for Advanced Automation

Lesson 7.4: Zoho Bookings Mobile App

Chapter 8: Reporting and Analytics

Lesson 8.1: Tracking Appointments and Revenue

Lesson 8.2: Staff Performance Reports

Lesson 8.3: Exporting Data and Reports

Chapter 9: Security and Data Management

Lesson 9.1: Setting Permissions and Access Control

Lesson 9.2: GDPR and Data Privacy in Zoho Bookings

Lesson 9.3: Backup and Data Retention Policies

Chapter 10: Final Setup Checklist and Support

Lesson 10.1: Pre-Launch Checklist

Lesson 10.2: Getting Support from Zoho and Pinnacle

Lesson 10.3: Continuous Improvement and Optimization

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

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