General Setup

Zoho Bookings general setup covers the account level settings that apply across your workspaces, including who can do what, and how your account handles data privacy and email deliverability.

What’s covered here

This section explains how to configure roles and permissions for the Staff role, the privacy and security features available for protecting customer data, and how to authenticate your own domain so appointment emails are sent reliably and don’t land in spam.

Frequently asked questions

Who typically manages general setup in Zoho Bookings?

Super Admins and Admins handle most general setup, including roles, permissions, privacy, security and domain authentication, with Managers having limited view access.

Do I need to complete general setup before creating workspaces?

It helps to review roles, permissions and security settings early, but you can create workspaces first and adjust general settings as your account grows.

Need help?

Need help with the general setup of your Zoho Bookings account? Contact support@thoughtlogik.com or see our Zoho implementation services.