How Caledar booking works in Zoho CRM

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Introduction

Struggling to coordinate meeting times with your customers? The Calendar Booking feature in Zoho CRM makes scheduling calls and meetings a breeze. Instead of lengthy back-and-forth emails, customers can view your availability and book instantly. 

Whether you’re offering a product demo or a support session, Calendar Booking helps streamline your process, reduce delays, and deliver a better customer experience. 

 Step-by-step Instructions 

1. What Is Calendar Booking? 

Calendar Booking lets your customers schedule a meeting or call directly in your calendar. Once it’s set up, they’ll see available time slots and can choose what suits them best. No need for emails or confirmation calls. 

You can set up: 

2. Set Up Calendar Booking in Zoho CRM 

Step 1: Access Calendar Booking 

Step 2: Create a New Booking 

Click Create Calendar Booking and choose: 

3. Configure Booking Settings

Calendar Info

Questions for Participants

Host Information (for Team Booking)

Advanced Settings

Click Save. Your booking link is now live.

4. Share Your Booking Link

Choose how you want to share the calendar:

Copy Link

Embed on Your Website

Add to Email Signature

5. Manage Existing Bookings

Duplicate Bookings

Click More > Duplicate to reuse a setup

Delete a Booking

Deactivate a Booking

Note: You can have up to 25 active Team Bookings and 3 active User Bookings. 

 6. What Customers See 

Once live, your customers can: 

They’ll receive a confirmation email with options to: 

How Caledar booking works in Zoho CRM

Introduction