Complete walk-through of Zoho Bookings (video) and Customize Your Appointment Titles

Complete walk-through of Zoho Bookings (video) and Customize Your Appointment Titles

Use Zoho Bookings, the appointment scheduling app from Zoho, to free yourself from email and paper-based scheduling. Zoho Bookings can give you a common calendar by syncing multiple calendars, including yours and your staff's.

Watch this demo to learn how to:
  1. Use workspaces to manage your service appointments at multiple locations
  2. Collect full or partial payments online when an appointment is booked
  3. Set up recurring group appointments for your classes, workshops, and webinars
  4. Design attractive booking pages with themes and layouts
  5. Capture your business' unique workflows in Zoho Bookings with scripting
  6. Offer equipment and resource rentals



Additionally... Learn how to customize your a\ppointment title and have more control on how you label and organize your appointments, enhancing organization and productivity.

 

Availability

  • Super admins and admins can access this feature. Managers can view it, while staff cannot view the configured settings but can view the customized title in the calendar.

Overview

An appointment title provides a glimpse of the appointment, and having a customized title is more efficient as it gives a concise overview of the appointment without opening the summary. This is particularly beneficial for individuals who are managing multiple appointments, as dynamic titles can include participant and service names, aiding in quick identification and organization.

 

Appointment Title in Zoho Bookings

Zoho Bookings let you have a customized appointment title by including variables​​​​​ according to your preferences. This will be applied to the event title in calendar invites. It will also be used as titles of online meetings(Zoho Meeting, Google Meet, Zoom Meeting, Microsoft Teams, Zoho CRM Calendar), Zoho Assist sessions, and ICS files.

Steps to Customize Appointment Title

  1. Click Services on the Bookings menu bar.

  1. Select the required service from the left pane and click Service Preferences in the middle pane.

  1. Under the General section, you can see the Appointment Title Customization option. In the text box, add the required text.

  1. Click Insert Variable to the right of the text box to include variables in the title.

  1. Click Save.



Things to Know 

The list of pre-defined variables that are available to be included in the title can be referred below:


Variable Name 

Variable Value 

Description

Business

 

 

Business Name

%businessname%

Name of the business

Staff

 

 

Staff Name

%staffname%

Name of the Staff who is booked for the appointment

Co-Hosts

%cohosts%

List of staff names in collective booking other than the organizer.

Service 

 

 

Service Name

%servicename%

Name of the service

Appointment

 

 

Appointment Id

%appointmentid%

Unique ID of the appointment

Booking Id

%invoiceid%

Unique ID of the appointment

Duration

%appointment_duration%

 

Appointment duration. Depends upon a toggle; please refer here.

Customer

 

 

Customer Name

%customername%

Name of the customer

Customer First Name

%customer_first_name%

First name of the customer

Customer Last Name

%customer_last_name%

Last name of the customer

Customer Email

%customeremail%

Customer's email address

Customer Contact Number

%customercontactnumber%

Contact number of the customer

Custom Field

 

 

<Custom_field_name>

%customer_<Custom_Field_Name>%

 

Value of custom field in the Booking Form

 

 Points to Note 

  • The duration of the appointment is based on the Include Buffer Time in Calendar Invites toggle in Service Information.
    If it is set to Yes, then the duration returns pre-buffer + appointment duration + post-buffer.
    If it is set to No, then the duration returns the actual appointment duration alone.

  • For existing users, the current calendar event title will be used until they customize the appointment title.

 

Limitations

  • A maximum of 255 characters can be set as the title.

 

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