- Create custom workflows for various meeting triggers.
- Choose to initiate workflows instantly or in a fixed duration.
- Easily manage workflows under each workspace.
Simplify your scheduling tasks!
Set up various workflows
Effortlessly create email, SMS, and custom function workflows for your event types with Zoho Bookings. Set up the workflow to be triggered instantly or in a fixed duration of your choice. For example, you can create a workflow to send a follow-up email two days after the appointment is marked as completed.
Choose from various meeting triggers
With a wide range of triggers to choose from, you can easily create workflows for various meetings or business scenarios. Or, make use of templated workflows available within the app to get started.
Personalize your notifications
Choose from pre-defined email and SMS templates, or customize notifications before creating the workflow. You can add your logo, brand colors, and other booking variables to make them unique.
Create custom functions with ease
If you’re looking to create workflows beyond notifications, then custom functions come in handy. Trigger a custom function code (using Deluge script) to automate tasks like changing appointment statuses or pushing data to various modules of Zoho CRM without any delay.
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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.”
Get started with Zoho Bookings and create your workflows now!
TRY ZOHO BOOKINGS NOWFrequently Asked Questions
1. Can I create different workflows for each of my event types?
Yes! To make it simpler, when you create a workflow, you can also assign multiple event types that should follow it.
2. Can I set up email notifications with a different sender address?
Yes, you can choose between a default Zoho Bookings email address (notifications@zohobookings.com), your business email address, or the associated staff member’s email address.
3. Can I edit my workflow at a later point or make it inactive?
Yes! You can choose to edit the workflow at any point, or make the workflow inactive until it’s required again.
4. Can I create workflows individually if I have multiple workspaces?
Yes, workflows are workspace specific, and you can manage them individually under each workspace.